UsingSaved views & listsHow to

Creating and editing a saved view

Save the filters you use on Legislation or Elected Officials as a named view, apply it, and change it later.

Applies toEditor license

Save the filters you use on Legislation, Elected Officials or the Calendar under a name, and they're one click away — for you and the colleagues you share them with. About saved views explains what a view stores.

Save a view#

Go to Legislation, Elected Officials or the Calendar and set the filters, search and display you want — on Legislation and Elected Officials, cards or a table sorted the way you like.
Select Save view, at the top of the filters.
In Name, give the view a name of up to 50 characters. "None" and "Bills I watch" are reserved, and no two views of the same kind — bills, officials or the calendar — in the organization can share a name.
Optionally, add a Description — it shows as the view's tooltip in the filters — and a Category, to file it under a heading.
Check the Filters summary: it's exactly what will be saved.
Under Sharing, leave Everyone in the organization able to view it, or change who can see it — see Sharing a saved view.
Select Save.

The new view is applied straight away and listed in the Saved views group.

Apply a view#

Open the Saved views group and choose a view. Its filters, search and display replace yours, and the line above the results names it. Choose None to let go of the view; the filters stay as they are.

Change a view#

A view can name other things in your organization by their id: the list Bills like starts from, a Tracked items view's Legislation saved view, a calendar view's Legislation Views, an officials view's Scorecard rating. When you save, each must be in your organization and something you can open, or the save is refused and says which kind to choose again. A view someone else made keeps what it already named, even if it isn't shared with you.

Two ways in open the same dialog, Edit saved view:

From the view's row. Hover over it in Saved views and select the pencil. If the view isn't applied, it's applied first, so the summary is the view's own.
After changing the filters. Change any filter while a view is applied and its button goes half-filled, the line above the results says "Edited from saved view", and Update “name” appears at the top of the filters. Select it.

The dialog saves the filters on screen. When they differ from what was saved, it says so: "Saving updates the view to them." Change the name, description, category or sharing as you need, and select Save.

If other people's webhooks send from the view, the dialog says how many: "Saving pauses 2 webhooks owned by other people until they resume them." A change to the filters pauses them and tells their owners; a new name, description, category or sharing doesn't. See Whose webhook it is.

To save a changed view as a new one instead, select Save view rather than Update.

From the Organization page#

Owners and Admins see every view in the organization under Organization → Saved views, private ones included. Edit there changes a view's name, description, category and sharing, but not its filters; for those, select Open and edit the view on its own page.