Saving the current item list tab

You can save the current tab in an item list so you can open it again later with the same column layout, sorting, and filter, or share it with other team members. See Opening saved and shared item list tabs.

Tip:  You can also add saved tabs without configuring them in the list first. See Adding saved item list tabs.

1. Configure the columns, sorting, and filter for the tab in the list. See Customizing item lists.

2. Click the Tabs menu and choose Add Saved Tab.

The Add Saved Tab dialog box opens. The name, filter, columns, and sorting options from the current list tab are automatically used. You can change the values before saving the tab.

Note:  If you search before saving the tab, you are prompted to save the search results as a filter. To save a filter, click Save, enter a filter name in the Add Filter dialog box, and click Add. If you do not save the results, <Not Filtered> is selected in the Add Saved Tab dialog box.

3. Enter a Name to identify the tab. You can enter up to 32 characters.

4. Enter a Description to explain the information the tab displays. You can enter up to 255 characters.

5. Select a Share with option.

  • No one prevents all other users and customers from using the tab.
  • Everyone shares the tab with all users and customers.
  • All users shares the tab with other users.
  • All customers shares the tab with customers.
  • Specific users and customers shares the tab with the selected users and customers.
  • Security groups shares the tab with the selected security groups.

6. Select a Filter to only display specific items in the tab.

the Warning icon indicates a conflict between the selected filter and users the tab is shared with. Make sure the filter is shared with users who use the tab. See Editing filters.

7. Expand the Columns options to select the columns to display in the tab.

  • Select the columns to include from the Available columns list and click the Add button to move them to the Selected columns list. You can search for columns by name. Click the arrow buttons to reorder the columns. To remove a column, select it in the Selected columns list and click the Remove button.
  • Select a Primary sort column and Secondary sort column and the sort order for column data.

8. Click Add to save the tab.