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Create and Manage Saved Views in the Permit List

Purpose Statement

Saved Views allow Service Provider users to customize how permit records are displayed in the Permit List and save those configurations for future use.

A Saved View can retain filters, criteria, column selections, column order, sorting, pagination, and visibility settings. This allows Service Provider users to quickly return to frequently used Permit List configurations without recreating the same settings each time.

Background Information

The Service Provider Permit List uses the updated Saved Views experience consistent with the Saved Views functionality available in the Hydrant List.

Saved Views can include:

  • View name
  • Available filters
  • Filter criteria
  • Visibility
  • Permission for other users to apply changes to the view
  • Default pagination
  • Column selection
  • Column order
  • Sorting

The Saved Views dropdown organizes available views into the following categories:

  • Favorite
  • Predefined
  • Custom
  • Shared with Me

Selecting a Saved View applies its stored configuration to the Service Provider Permit List.

Required Permissions

The provided feature documentation does not identify a specific First Due permission required to create or manage Saved Views in the Service Provider Permit List.

Users must have appropriate access to the Service Provider Permit List. If a user cannot access the Permit List or the expected Saved Views functionality, verify their assigned permissions and access to the applicable Permits functionality.

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Step-by-Step Guide

Access the Permit List

  1. Navigate to the Permits.
  2. Locate the Saved Views options within the Permit List.

Apply a Saved View

  1. Open the Saved Views dropdown.
  2. Locate the desired view. Available views are organized into:
    • Favorite
    • Predefined
    • Custom
    • Shared with Me
  3. Select the desired Saved View.
  4. The Permit List applies the filters, criteria, columns, sorting, and pagination stored with the selected view.

 

Create a Saved View

  1. From the Permit List, select the three dots next to the Saved Views.
  2. Select the + Add View to begin creating a Saved View.

 

Configure Saved View Information

  1. Enter a name for the Saved View.
  2. Select what filters you want to allow.
  3. Set Criteria to be met for your custom Saved view.
  4. Select the columns you want displayed.
  5. Arrange the columns in the desired order.
  6. Configure the desired sorting.
  7. Select the default number of records to display per page:
    • 20
    • 50
    • 100
  8. Select the appropriate visibility:
    • Only Me
    • Everyone
    • Selected Users
  9. If applicable, configure Allow other users to apply changes to this view.
  10. Save the view.
  11. Verify that the Saved View is available from the Saved Views dropdown.

 

Configure Criteria (Optional)

  1. Select a field from the Field dropdown. This determines which information the saved view uses to filter records.
  2. Select an operator from the Operator dropdown. The available operators depend on the field you selected. Options may include In, Not In, Equal, Not Equal, Before, On or Before, and After.
  3. Select a value from the Value dropdown. The view will use the field, operator, and value together to determine which records appear.
  4. Add more criteria as needed. Use AND when records must meet both criteria. Use OR when records can meet either criterion.

 

Configure Columns and Sorting

  1. Configure the columns that should appear in the Saved View.
  2. Arrange the selected columns in the desired order.
  3. Configure the applicable sorting.
  4. Save the view.
  5. Apply the Saved View and verify that the saved column configuration and sorting are applied.

 

Configure Saved View Visibility

  1. When configuring the Saved View, select the appropriate visibility option.
  2. Select Only Me when the view should only be available to you.
  3. Select Everyone when the view should be available to all applicable users.
  4. Select Selected Users when the view should only be shared with specific users.
  5. If other users should be able to apply changes to the view, configure Allow other users to apply changes to this view.
  6. Save the view.

Best Practices

  • Give Saved Views descriptive names that clearly identify their purpose.
  • Create Saved Views for Service Provider Permit List configurations that are used frequently.
  • Verify filters and criteria before saving a view.
  • When filtering by Permit Type, confirm that the expected permit types and records are returned.
  • Configure the most relevant columns for the purpose of the view.
  • Review column order and sorting before saving.
  • Use Only Me for personal workflows.
  • Use Everyone or Selected Users when the view needs to be shared.
  • Carefully consider whether other users should be allowed to apply changes to a shared view.
  • After making changes, verify that the Saved View continues to display the expected permit records.

Troubleshooting & FAQs

Why don't I see a Saved View created by another user?

Review the visibility configured for the Saved View. Views can be configured as Only Me, Everyone, or Selected Users.

Why does the Permit List change when I select a Saved View?

Selecting a Saved View applies its stored configuration, including applicable filters, criteria, columns, sorting, and pagination.

Can I share a Saved View with specific users?

Yes. Select Selected Users when configuring the visibility of the Saved View.

Can other users make changes to a shared Saved View?

Saved Views include an Allow other users to apply changes to this view setting. Configure this option based on whether other users should be permitted to apply changes to the view.

Can I control how many permits display on each page?

Yes. A Saved View can use a default pagination setting of 20, 50, or 100 records.

Can a Saved View remember my column configuration?

Yes. Saved Views support column selection, ordering, and sorting.

Why are the permits I expected not appearing when I select a Saved View?

Review the filters and criteria associated with the Saved View. If you are filtering by Permit Type, verify that the appropriate permit types are selected.

Will my Saved View remain available when I return to the Permit List?

The Saved Views functionality is designed to persist saved configurations so they can be selected and applied again.