How to Share a Saved View with Your Team

How to Share a Saved View with Your Team

Saved views let you preserve a specific combination of filters, columns, and sort order so you do not have to set them up every time.

In HARi today, saved views are personal by default. System views — created via the Schema editor or seeded by a solution — are visible to everyone in the workspace. There is no per-team or per-role sharing UI yet for ad-hoc views; this guide covers the two paths that exist.

Creating a Personal View

1. Navigate to any entity list (e.g., Opportunities, Contacts)
2. Set up your preferred filters (e.g., Stage = Proposal)
3. Adjust the columns — show, hide, or reorder them
4. Set the sort order (e.g., close date ascending)
5. Optionally switch the view mode — Table, Kanban, Calendar, Cards, or Timeline
6. Open the views menu (the bookmark button at the top of the list)
7. Click Save current view
8. Give it a descriptive name (e.g. “Proposals pending this month”) and save

Only you see this view.

Creating a System View (visible to everyone)

To make a view available to the whole workspace:

1. Open Settings > Schema
2. Pick the entity (e.g. Contact)
3. Open the Views tab
4. Add a new view — pick a type (table, kanban, calendar, list)
5. Configure the filters, columns, and sort
6. Save

System views show up in every user’s views menu for that entity.

What Gets Saved

Either way, the saved configuration includes:

• Filters — The conditions you set up
• Column layout — Visible columns and their order
• Sort order — The sort field and direction
• Smart List flag — When enabled on a personal view, the entity sidebar shows a live count of how many records match

What is NOT saved on the view itself:

• Your personal data — Filters never embed the saved-by user’s identity; “Owner = me” type filters resolve to whichever user is looking
• Per-record state — Views are queries, not data snapshots

Next Steps

• Create a Saved View
• Use Kanban Board View
• Personalize Your Workspace