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How To Save a View

  • December 15, 2017
  • 5 replies
  • 209 views

Frank
  • Product Guru
  • 22 replies

As a moderator, it’s likely you’ll find yourself utilizing the same filters time and time again to review your community’s content. You can easily save a particular view using the following steps. 

As an example, we’ll save a view to track all the unassigned questions waiting to be reviewed by a moderator. 
 

How To Save a View

  1. Go to Control > Content > Moderation > Overview and choose Filters.
  2. We want to view all unassigned questions, so first select Content Type > Questions > Apply and then select Assigned moderator > Unassigned > Apply.
  3. Click Save View and name it to use it again later (we’ve named ours ‘Unassigned Questions’).
  4. The filter will be saved at the bottom of the Content > Custom Views.

 

 

🎯 Click the filter at any time to reapply your saved filters or hover over the filter and click the pen to delete it or edit its name.

:bulb: If you’d like to edit a view, you can update the name by selecting the pencil icon, or you can add additional criteria. If you’d like to save the new view, select “Save View” again, and either update the existing view with the new criteria, or save these filters as another custom view.

 

Did you find this topic helpful?

5 replies

  • Helper ⭐️
  • 16 replies
  • November 11, 2020

Hi everyone I cant  find the way to save filters now, we need to be able to do it on the overview and ideas pages. 


bjoern_schulze
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  • Helper ⭐️⭐️⭐️
  • 344 replies
  • November 12, 2020

Hi @Aliya, the tutorial above is outdated as it is referring to the old moderation overview.

In order to save a filter (the official phrase for a filter is “view”), you click on the “Save view” button in the top right corner. Then you can give your view a name and save it.

 

 

You’ll find all your saved views in the menu on the left, under “Custom views”.


  • Helper ⭐️
  • 16 replies
  • November 12, 2020
bjoern_schulze wrote:

Hi @Aliya, the tutorial above is outdated as it is referring to the old moderation overview.

In order to save a filter (the official phrase for a filter is “view”), you click on the “Save view” button in the top right corner. Then you can give your view a name and save it.

 

 

You’ll find all your saved views in the menu on the left, under “Custom views”.

Hi thanks, I cannot do it for the ideas, the overview page does not let me filter by ideas type (only article, question, conversation) and the ideation view on the content page does not have Save view button. 


bjoern_schulze
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  • Helper ⭐️⭐️⭐️
  • 344 replies
  • November 12, 2020

I understand, the content type “Idea” isn’t listed as an own option in the filter. Alternatively you could use the filter “Published in” and mark your ideation category (or categories) in order to only have a list of all the ideas. Or another filter you could use is “Ideation status”, where you mark all options in order to show all ideas on the platform. 


  • Helper ⭐️
  • 16 replies
  • November 12, 2020
bjoern_schulze wrote:

I understand, the content type “Idea” isn’t listed as an own option in the filter. Alternatively you could use the filter “Published in” and mark your ideation category (or categories) in order to only have a list of all the ideas. Or another filter you could use is “Ideation status”, where you mark all options in order to show all ideas on the platform. 

Since we use the new ideation module it is not presenting in “Published in”, the status may work but I think we need this filter in the Ideas view as there are more fields about ideas there, like the product area which we were communicated will be implemented soon 


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