Saving Views

There are two save functions for saving a view: Save View and Save View As. These functions are available on the work item list, process instance list, and event list in the form of Save View () and Save View As () buttons, as well as the same selections on the Tools menu.

These functions are described below:

• Save View - This saves the view using the same name that it currently has. This function is only available under the following circumstances:
  • When you currently have a temporary view selected. When temporary views are created, they are given a default name. This allows you to save it using this default name.

    For more information about temporary views, see Permanent and Temporary Views.

  • When you have defined a refined filter for the current view. This allows you to add the refined filter to the base filter and save the view without changing its name.

    For more information about refined filters, see Base Filter and Refined Filter.

• Save View As - This allows you to save the current view using a different name, without affecting the original view. For example, suppose you displayed a work view named “My Work”, then specified a refined filter on the view. Using the Save View As function, you could save the view as “My Work 2” — a new “My Work 2” work view is created in which the refined filter expression is added to the original work view’s base filter (if there was one). The original “My Work” work view is unchanged.

  The Save View As function is available for both temporary and permanent views, meaning you can always save the currently selected view using a new name without affecting the original view.