The feature Smart Views saves a filtered and sorted view of Resources for quick access. Like any other Resource, you can edit, share, move, and delete it. 



Add a Smart View

To add a Smart View to your Collection, please follow the steps below:

  1. To access the Smart View you can choose between two ways: 
    1. Click on + Add> Smart View. 
    2. Alternatively, select a Collection where you want to add a Smart View. 
    3. Afterward, click on the filter symbol in the top right corner to open the Filter View in the right-side panel.  
  2. After accessing the Filter View:
    1. At any time you can clear all filters by clicking on the filter symbol with the x in the top right corner.
    2. The label shows you in which Collection you are searching. By clicking on the x you are able to search all Collections.
    3. Enter the name you want to search or filter for.
    4. Select the Resource type. You are able to choose between Smart Views, Measurements, Samples, Dashboards, Workflow Templates, Workflow Step Templates, Workflow Runs, and Connectors.
    5. Select the status of your Resource. 
    6. Select the roles you want to search through.
    7. Activate the button to show archived Resources.
    8. Click on ADD NEW SMART VIEW to save the configured Filter View for later use. 
  3. A pop-up window opens:
    1. Select the destination Collection.
    2. Enter a name.
    3. Confirm your Smart View by clicking on SUBMIT.



Apply a Smart View

  1. Select the Collection with a Smart View. Afterward double-click on the Smart-View.
  2. Based on the settings in the Smart View you see filtered a view of Resources.



Update a Smart View

  1. Select the Collection with the Smart View you want to update. Afterward double-click on the Smart-View.
  2. Add new properties for your Smart View on the right-side panel. Confirm them by clicking on UPDATE SMART VIEW.