Saving and Recalling Views

Managing Views

On both the "Assets" screen and "Work Orders" screen in ProFile, users can save searches and filters and any combinations thereof as a View. These views can then be easily recalled in the future.

Saving Views

To save your searches and filters as a view:

1. Click on "Save View Options".

2. Enter a name for the view in the dropdown. 

3. Click "Submit".

Loading Views

To recall your saved views:

1. Click the "Loaded View" button.

2. Click the "Load" button in the dropdown next to the view you wish to load.

Deleting Views

To delete your saved views:

1. Click the "Loaded View" button.

2. Click the "Delete" button in the dropdown next to the view you wish to delete.

Returning to Default View

If you wish to return to the default view after having loaded one of the saved views click the "Loaded View" button and click "Load" next to the "Default View" option.

Setting Selected View as Default

If you want to set one of your custom views as the default view:

1. Make sure the view you want is currently loaded in the "Loaded View" menu.
2. Click the "Set" button next to "Default View".

Updating a Saved View

If you want to update a saved view with new changes:

1. First, make the new changes to searching and filtering that you want.
2. Click the "Save View" button and type the exact name of the saved view you wish to update.