Creating and saving custom views

Updated in 2025

You can create your own custom views by copying existing views and then customizing the copies.

To create a custom view:

1. Switch to the view to customize (for details, see Switching between data views).

2. Save the view with a new name:

   1. Click the down arrow next to the view name at the top and choose Save as.

   2. In the Save view as window, enter a new name of the view.

   3. Click OK.

   TIP: Alternatively, you can customize a view directly in the Customize View pane and use Save As to create a new version.

3. Customize the view to your needs by applying any of the following methods:

• Arranging grid columns and rows

• Filtering records

• Grouping records

• Displaying summary statistics

• Sorting records

• Conditional formatting

4. Save your changes.

   • To save from the view header, click the down arrow next to the view name and select Save.

   • If you are working in the Customize View pane, you can just click Save there.

IMPORTANT: Alloy Navigator Express converts the Quick Filter into the Advanced Filter, when you save a grid view. .

Related Information:

Working with views

Web App user interface