How to Create and Use Saved Views in New Lists

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

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Prerequisites

• Access to a List in Affinity
• Understanding of filters and sorts (optional but helpful)
• Edit permission on the List for creating views

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Steps

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Part 1: Create a New Saved View

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Step 1: Configure Your View

1. Open the List where you want to create a saved view
2. Apply your desired configuration:

• Filters: Set up filter conditions (see How to Filter and Sort in New Lists)
  • Sorts: Add sort orders (up to 5 in New Lists)
  • Columns: Show/hide columns using Customize View panel
  • Column order: Drag columns to reorder
  • Column width: Resize columns as needed Tip: Test your configuration before saving to ensure it shows the data you want

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Step 2: Save the View

1. Click the Save button (appears when you have unsaved changes)
2. The Save View modal appears
3. Click Save

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Step 3: Verify View Creation

1. Your new view appears in the view selector dropdown
2. Click the view selector to see your new view in the list
3. Views are in alphabetical order, with an icon to indicate if private or shared. First save in New Lists creates a variant: Given that the filtering and sorting in New Lists is not compatible with Classic Lists, the first time you save in New Lists, you’ll see a confirmation that you’re creating a New Lists variant separate from Classic Lists. This is normal and allows both experiences to work simultaneously.

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Part 2: Use and Switch Between Views

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Switching Views

1. Click the view selector dropdown (shows current view name)
2. Select any view from the list:

• Pinned views: Appear at top with pin icon (team defaults)
  • Your private views: Your personal views
  • Shared views: Team views everyone can access

1. List immediately updates to show that view’s configuration

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Using View Variants (New Lists Only)

1. Look for the unlinked or branched label in view header
2. Toggle between:

• New Lists variant: Advanced filters, more sorts, New Lists features
  • Classic Lists variant: Simpler configuration, Classic-compatible

1. Use whichever variant suits your current needs When to use each:

• New Lists variant: When you need advanced features or more control
• Classic variant: When sharing context with Classic Lists users or wanting simpler setup

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Part 3: Update an Existing Saved View

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Step 1: Make Changes

1. Open the view you want to update
2. Make your changes:

• Add/remove filters
  • Adjust sorts
  • Show/hide columns
  • Reorder or resize columns
• Unsaved changes indicator appears

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Step 2: Save

1. Click Save button
2. Click Save changes
3. View updates for everyone with access (if Shared) Permission note: If Save is disabled, you don’t have edit permission. Duplicate the view to create your own editable copy.

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Part 4: Save as a New View

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When to Save as a new view

• Experimenting without affecting shared team view
• Creating personal variant of team view
• Testing filter combinations before committing
• Building multiple similar views for different purposes

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Step 1: Duplicate the View

1. Open the view you want to duplicate
2. Click the view menu (three dots next to view name)
3. Select Save as New Sheet View** **
4. Duplicate modal appears

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Step 2: Name and Save Duplicate

1. Default name: “Copy of ORIGINAL”
2. Rename to something descriptive
3. Duplicated view includes:
4. All Classic Lists configuration
   • If duplicated in New Lists AND original has New variant: New Lists variant too
   • If duplicated in Classic OR original has no New variant: No New variant (starts Linked to Classic)
5. Click Save

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Step 3: Customize Duplicate

1. Make changes to your duplicated view
2. Save changes
3. Original view remains unchanged

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Expected Outcome

• Saved views that instantly load your preferred configurations
• Ability to switch between multiple perspectives on your data
• Shared views enabling team collaboration and standardization
• Private views for personal workflows and experimentation
• View variants maintaining both New Lists and Classic Lists compatibility
• No need to recreate filters, sorts, or column layouts manually

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Tips & Best Practices

• Test before saving: Verify filters show expected data
• Name descriptively: “West Coast Active Deals” not “View 1”
• Start Private: Test personally before sharing with team
• Use duplication: Copy and modify rather than editing team views View Management:
• Delete unused views: Keep view selector clean
• Review quarterly: Archive or delete stale views
• Document complex views: Add notes in team wiki if filters are intricate
• Communicate changes: Tell team before updating shared views Permissions Strategy:
• Toggle OFF for team views: Prevents accidental changes
• Toggle ON for collaborative views: When team co-manages configuration
• Private for experiments: Test before sharing
• Duplicate before editing: Never change team views directly Naming Conventions:
• Include owner: “Sarah’s Portfolio Review”
• Include purpose: “Data Cleanup - Empty Fields”
• Include geography: “EMEA Prospects”
• Include time: “Q4 2025 Pipeline” Working with Variants:
• Use New Lists variant: When you need advanced filters or more sorts
• Use Classic variant: When collaborating with Classic Lists users
• Version toggle: Switch between variants as needed

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Common Use Cases