# Save a view for your team

> Keep a table's filters, sorts, grouping and columns under a name, for yourself or for everyone, and switch to it in one click.

Source: https://www.speclatch.com/guide/records/save-a-view
Who: Everyone. Plan: Every plan.
Last verified: 2026-11-11

The grid you need for a task is rarely the default one: the pumps with more than 100 ft of head, highest flow first, or the drafts still missing a price. Setting that up again each time takes a dozen clicks. A saved view keeps the setup under a name, so you get it back from one menu, and a shared view gives the whole team the same list.

## What a view keeps

- The filters, sorts and grouping.
- The columns: which ones show, their order and widths, how many stay frozen, and the summaries in the footer row.

A view belongs to one table. It doesn't keep the search text, and every table opens on *Default view*, so you pick a saved view from the view menu.

A view is either yours alone or shared with everyone in the organization. In a shared view, each person still sees only the fields their own visibility allows.

## Before you start

- Anyone can save a view for themselves.
- To share one, you need the Admin role, or Engineering with Confidential visibility.

## Set up the grid

1. Open the table from **Tables**.
2. Click **Filter**, then **Add condition**. Pick *Head at BEP*, then *>*, and type `100`.
3. Click **Sort**, then **Add sort level**. Pick *Flow at BEP* and click **A → Z** so it reads *Z → A*, highest first.
4. If you like, hide or reorder columns with **Columns**.

The view menu's button, which reads *Default view*, now shows a dot: the grid has changes that no view holds yet.

![The grid toolbar with Filter 1 and Sort 1, and the view menu open below Default view, offering Save as new view… and Preview as Public, Internal or Confidential.](https://www.speclatch.com/guide/records/save-a-view-1.png)

*The dot after Default view marks unsaved changes; the view menu saves them.*

## Save it

1. Click the view menu and choose **Save as new view…**.
2. Type a name, such as *High-head pumps*.
3. Under *Who can see it?*, keep *Just me*, or pick *Everyone in the organization* to share it.
4. Click **Save view**.

![The Save view dialog with the name High-head pumps and Everyone in the organization selected under Who can see it?](https://www.speclatch.com/guide/records/save-a-view-2.png)

*Pick who sees the view when you save it.*

## Change, rename or delete a view

- To keep a change to a saved view, choose **Save changes to “High-head pumps”** in the view menu. Without it, the change lasts until you leave the table.
- To rename or delete a view, hover it in the view menu and click the pencil or the bin. Deleting a view never changes records, but a shared view disappears for everyone.

You can change your own views. Shared views can be changed by anyone who can share.

## What happens after

The view appears in that table's view menu, with a person icon if it is yours alone or a globe if it is shared. Pick it to bring the grid back as you saved it.