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Saved Views

Customize, save, and share grid layouts across your Alvys workspace

Written by Alvys Admin

πŸ—£οΈ Roles: Admin, Partner Admin

Overview

Saved Views let you customize how data appears in Alvys grids and save those configurations for quick access later. Instead of manually re-applying filters, sorting, and column arrangements every time you switch tasks, your company can create views that remember your preferred setup and switch between them with a single click.

Understanding View Types

Saved Views in Alvys come in three types, each serving a different purpose. Understanding these types helps you know what you can create, edit, and share.

⚠️ This feature is being released progressively and will start with only the Drivers List

Alvys-Defined (Global Views)

User-Defined (Personal View)

Tenant-Defined (Shared Views)

Alvys-Defined (Global) Views

Available Now! | Drivers, Trucks, Trailers Lists. More coming soon!

These are out-of-the-box views provided by Alvys and available to every tenant. For the Drivers List, these include views like "All," "Active," and "Inactive." Global views cannot be edited or deleted. However, you can use a global view as a starting point: apply changes to it and then save your changes as a new custom view.

User-Defined (Personal) Views

Every user can create one personal saved view per grid page. This view is private and only visible to you. It allows you to save a custom name, icon, column arrangement, filters, and sorting that fits your individual workflow.

πŸ’‘ Your personal view is perfect for setting up your daily working layout without affecting other users in your organization.

Tenant-Defined (Shared) Views

Tenant views are created by Admins and are shared with everyone in your organization. They are ideal for standardizing how your team sees data, such as creating an "Endorsement Expirations" view that highlights drivers with expiring endorsements. All users can see and apply tenant views, but only users with Write permissions can create, edit, or delete them.

Permissions Summary

Action

All Users

Admins / Partner Admins

View all saved views

Yes

Yes

Apply a view to grid

Yes

Yes

Create personal view

Yes (1 per page)

Yes (1 per page)

Create tenant views

No

Yes

Edit / delete tenant views

No

Yes

What a Saved View Remembers

When you create or update a saved view, the following grid settings are captured and stored:

  • Column visibility β€” which columns are shown or hidden

  • Column order β€” the arrangement of columns from left to right

  • Column widths β€” how wide each column appears

  • Column pinning β€” columns pinned to the left or right side

  • Filters β€” any active filter conditions on the data

  • Sorting β€” multi-column sort order applied to the grid

Creating Your Personal Saved View

Available Monday, April 13 | Drivers List

Every user can create one personal saved view per grid page. This view is visible only to you and is ideal for capturing the column layout, filters, and sorting you use most in your daily work.

How to Create a Personal View

Navigate to the Drivers List page.

Set up the grid the way you want it: rearrange columns, apply filters, adjust sorting, pin columns, and resize columns as needed.

Click the + New View button in the views bar at the top of the grid.

Click Save. Your view now appears as a chip in the views bar.

πŸ’‘ Each user is limited to one personal saved view per grid page. If you already have a personal view, you can edit or replace it.

Switching Between Views

Views appear as selectable chips at the top of the grid. Click any chip to instantly apply that view's column layout, filters, and sorting. The grid updates immediately without a page reload.

If the views bar runs out of space, excess views are accessible from a "+ More" dropdown, organized alphabetically. Views always display in this order from left to right: Alvys-Defined (Global), User-Defined (Personal), then Tenant-Defined (Shared).

The Modified State

If you change a filter, sort, or column arrangement while a saved view is active, the view's chip will show a "Modified" indicator. This tells you the current grid state differs from what the view originally saved.

From the modified state, you can:

Revert β€” click to discard your changes and restore the view to its saved state.

Save as New View β€” save the current configuration as a new view (if you have an available personal view slot or Write permissions for tenant views).

Update Existing View β€” overwrite the current view's saved state with your changes (only for views you have permission to edit).

Editing Your Personal View

Use the dropdown menu on your personal view's chip to access options for renaming, changing the icon).


Managing Shared Tenant Views

Coming mid-April 2026 | Drivers List to start

Tenant-Defined (Shared) Views are created by Admins and Partner Admins and are visible to every user in your organization. They are the primary way for Operations Managers and Business Owners to standardize how their teams see and interact with data in Alvys.

Who Can Create Tenant Views?

Only users with Write permissions for Saved Views can create, edit, and delete tenant views. By default, this includes Admin and Partner Admin roles.

How to Create a Tenant View

Navigate to the Drivers List page and configure the grid with the columns, filters, and sorting you want to standardize for your team.

Click + New View in the views bar.

Enter a descriptive name (up to 30 characters) and choose an emoji or icon.

Click Save. The view is now available to all users in your organization.

πŸ’‘ Create tenant views for common workflows like tracking endorsement expirations, monitoring inactive drivers, or reviewing specific compliance statuses. This helps your team stay aligned and reduces manual setup.

Editing and Deleting Tenant Views

Admins can edit a tenant view's name, icon, and saved grid state, or delete it entirely.

Visual Distinction

Tenant views are visually distinct from personal views in the views bar, making it easy to tell at a glance which views are shared across your organization and which are personal to you.

Pinning and Ordering Views

You can pin your favorite tenant views to keep them visible in the main views bar. By default, Alvys-Defined views appear first, followed by personal and tenant views. If you haven't customized the order, tenant views appear alphabetically.


Saved Views on Additional Grid Pages

Coming April & May 2026

The same capabilities will roll out to additional grid pages across Alvys. The experience will be identical: the same views bar, the same create/edit/delete workflows, and the same permission model.

Each page will ship with its own set of Alvys-Defined (Global) views tailored to common workflows for that data type. You will also be able to create personal and tenant views on every page, just like on the Drivers List.

πŸ’‘ Views are per-page. A saved view on the Drivers List does not appear on the Trucks List. Each grid page manages its own set of views independently.


FAQs

How many personal views can I create?

Each user can create one personal saved view per grid page. If you need additional views, ask your Admin to create tenant-level shared views.

Can I share my personal view with my team?

Personal views are private and cannot be shared. If you'd like to share a view configuration, ask an Admin to recreate it as a tenant-level shared view.

What happens if an Admin deletes a tenant view I'm using?

If a tenant view is deleted while you're actively using it, the grid will revert to the default Alvys-Defined view.

Why can't I create a tenant view?

Creating tenant views requires Write permissions for Saved Views, which is available to Admin and Partner Admin roles. If you need this capability, contact your organization's administrator.

Can I save a view with the same name as an existing one?

No. Alvys validates view names for uniqueness within the same scope (personal or tenant). You'll be prompted to choose a different name if a conflict is detected.

Will my currently persisted view carry over to the new pages?

Saved Views are built on our new platform. As grid pages are updated, Saved Views will become available on those pages. Views created on one page do not transfer to another page.

Does switching views reload the page?

No. Switching views updates only the grid state (columns, filters, sorting) without triggering a full page reload. The transition is instantaneous.

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