Filtering and sorting in table view can be incredibly useful to find and view the information you need to get work done. But adding these filter/sorts every time can sometimes slow things down. Now you can save that filter/sort configuration and have the rest of your team see it the same way too! Learn how to do this by following the steps below.
Customization is only available in no-code workflows in the library labeled with “Custom”. If the workflow you are using does not have these features, you can ask our team about migrating over to one with these advanced features. These customization features right now are only available on Desktop: please log into your Coast account by visiting app.coastapp.com .
How to Save Filter/Sorting:
- Add the filters and sorting in the way you'd like everyone to view it.
- Click on "View Options"
- Click on the option "Save for Everyone". This will save the view exactly as you have it on the screen for everyone else in the workspace. When you or they refresh their screen it will always return to this state.