Save and manage Idea Catalog views
Save reusable catalog configurations, set a primary view, and understand when to lock view updates.
Saved views are reusable Idea Catalog configurations. They save the way the catalog is currently set up so you can return to that working view later.
A saved view can store:
- Layout: table, grid, or kanban.
- Sort option.
- Filter conditions.
- Group By setting for table, grid, and matrix layouts.
- Table column configuration.
- Kanban column configuration.
- Kanban Board stacked by setting.
- Card fields for grid and kanban cards.
Why saved views are useful
Saved views keep repeat workflows one click away.
Instead of rebuilding the same filters and columns every time, you can create views like:
- My Active Ideas
- Ready to Film
- Upcoming Releases
- Sponsor Pipeline
- Thumbnail Review
- Archive Cleanup
Save the current configuration
- Set up the catalog
Choose the layout, sort option, filters, grouping, columns, kanban stacking, and card fields you want to save.
- Open Saved Views
Hover over the Saved Views rail on the right side of the catalog.
- Save the current configuration
Select Save Current View as New.
- Name the view
Give the view a short, practical name. Add a description if the purpose is not obvious.
- Save the view
Select Save View. The saved view becomes available from the Saved Views panel.
Switch views
Open the Saved Views panel and choose a view. The catalog updates to that view's saved layout, sorting, filters, grouping, columns, kanban stacking, and card fields.
Choose Default View to return to the basic catalog configuration.
Update an existing saved view
When a saved view is active, changes to the catalog configuration can update that saved view.
For example, if you are using Ready to Film and change the filters, Group By setting, columns, or card fields, the view can be updated so the next person gets the same setup.
If a saved view has unsaved changes, the active row in the Saved Views panel shows Unsaved changes, and the panel can show Save Changes to "[view name]".
Set a primary view
Use the star button on a saved view to set it as your primary view.
Setting a saved view as primary makes it your new default for that Channel. When you first visit the Idea Catalog without a specific catalog configuration in the URL, Bluprint automatically loads that primary saved view.
Use the lock button
The lock button controls whether changes update the active saved view.
Use Locked when you want to temporarily explore a saved view without changing it for everyone else. Use Unlocked when you are intentionally maintaining the saved view.
Manage saved views
From the saved view's menu, you can:
- Change the saved view's name or description.
- Delete the saved view.
- Set or remove it as the primary view.
Common mistakes
Editing a shared saved view by accident
Lock the saved view before experimenting. Unlock it only when you want your changes to become part of the saved view.
Making every view primary
Only one saved view can be primary for you in a Channel. Pick the view you want to see first most often.
Saving too many near-duplicate views
If two saved views only differ by one small temporary filter, keep one saved view and adjust the filter when needed.
Next step
Use saved views to build practical workflows with Common Idea Catalog workflows.