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Sort, filter and save views of your requests

Outcomes → a form or Meetings: switch views, sort and filter the table, move, hide and resize columns, save a view for your team, search and export to CSV.

Every outcome under Outcomes opens a table: Meetings lists your meetings, and each form lists its requests, with a column for each question. You can narrow the table to what you need, save that as a view for your whole team, and export it. Links and Buttons use the same table.

The top of the Request a proposal table: the views list reading All requests marked 1, the magnifier, Export marked 2, and Sorted by Submitted with Filter below.

  1. Switch views

    Open the views list at the top left (1). Default views come with the table, such as All requests, Fit and Not a fit on a form, or All meetings, Upcoming, Past and Canceled on Meetings. Saved views are the ones your team made. Search views by name, or select Create new view for a blank one.

    The views list open: Default views All requests, Fit and Not a fit, Saved views, and Create new view.

  2. Sort and arrange columns

    Select a column's name for Sort ascending, Sort descending, Move left, Move right and Hide from view. Drag a column's edge to resize it. The + after the last column brings a hidden column back.

    A column's menu: Sort ascending, Sort descending, Move left, Move right and Hide from view.

  3. Filter

    Select Filter, pick a column, then a condition and a value: for example Fit is any of Not a fit. Each filter shows as a chip; select it to change it or its × to remove it. With more than one, choose whether rows must Match all filters or Match any filter. Clear removes them all.

    A filter being set: Fit, is any of, with Not a fit ticked, over the table.

  4. Save it as a view

    Once you change a view, the bar shows Unsaved changes. Reset puts the view back. Save as new view keeps your changes under a name you choose, such as "Fits this month", for everyone in your workspace. On a saved view, Update view writes the changes into it. Views that come with the table are never overwritten.

    The bar after a change: Sorted by Submitted, the Fit is any of Not a fit filter, Unsaved changes, Reset, and Save as new view highlighted.
    Save as new view open: View name with Fits this month as the example, and Everyone in your workspace sees it under Views.

  5. Search and export

    Select the magnifier to search names, emails and answers. Export (2) downloads the view on screen as a CSV file, with its columns in order and its rows filtered and sorted.

Good to know

  • In the views list, point at a saved view to rename, duplicate or delete it. Deleting a view removes it for everyone in the workspace; the rows stay.
  • Select a request to open it beside the table with every answer and Open the conversation. See Requests and follow-up.
  • Selecting a meeting opens the conversation it came from.

Help topics

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