Tables & Saved Views

In this article:

• Creating and managing saved views
• Default views
• View permissions

Forerunner's saved table view functionality allows users to customize and save specific table configurations, making it easier to access frequently used data layouts. The feature enables users to filter on all of their data and add relevant columns to their tables to better visualize and reference data for their day-to-day workflows. This article will walk through the features and permissions associated with saved table views.

Creating and Managing Saved Views

Creating a New View From Scratch

1. Click Create new view from the view dropdown on the table of your choice
2. Configure your table as desired (add/remove columns, apply filters, etc.)
3. Click the Save View button
4. Give your view a name and click Save

• Note that everyone in your Forerunner account will be able to see and reference your saved views.

Creating a New View from an Existing View

1. Adjust filters or column configuration on an existing view in your account
2. The Save view button will appear when changes are made
3. When you have completed your changes, click the Save view button and click Save as new view
4. Give your view a name and click Save

• Note that everyone in your Forerunner account will be able to see and reference your saved views.

Updating an Existing Saved View

1. To update an existing saved view, make the desired changes you want using the filters and columns
2. When you have completed your changes, click the Save view button and click Update existing view

• Note that you will only be able to update existing saved views that you have created, not other team members

Re-naming a Saved View

1. To re-name a saved view, click on the ... icon next to the view in the view dropdown on the lefthand side of your table
2. Click Re-name view and update your view name

• Note that you can only re-name a Saved View that you have created, not other team members

Deleting a Saved View

1. To delete a saved view, click on the ... icon next to the view in the view dropdown on the lefthand side of your table
2. Click Delete to delete your view

• Note that you can only re-name a Saved View that you have created, not other team members

Default Views

Each high-level object in the system comes with a Default View. These views mirror the existing column configuration on tables, providing a familiar starting point for your data exploration.

View permissions

PII permissions

• Saved views on your account that reference PII will not be visible to users that do not have PII permissions.

Views created by other team members

• You cannot update, make edits or delete a saved view that was created by another team member, you can always create a new view from an existing view if you want to duplicate or make updates.