Set up and manage views
Create a custom view, configure filters, sorting, and columns, and use it as an automation scope.
This guide walks you through creating a custom view in the Demand or Planning module, configuring its filters, columns, and sorting, and optionally using it as the scope for an automation.
Apply filters
Use the filter bar below the view tabs to narrow the product list. You can combine multiple filters:
Tags — Select one or more tags or tag categories.
Suppliers — Filter by supplier.
Alerts — Show only products with active alerts.
Name or reference — Free-text search.
The product list updates in real time as you add filters.
Sort by a column
Click any column header in the product list to sort by that column (ascending or descending). Sorting works on all columns — including KPI columns you have added. For example, sort by "Past demand (qty) last 12m" to find your highest-volume products at a glance.
Filter by KPI columns
KPI columns offer an additional level of filtering beyond the top filter bar. Once a KPI column is visible in the product list, you can filter its values to focus on a specific range — for example, show only products where "Final forecast next 3m" exceeds a threshold. See KPIs to learn how to create and manage KPI columns.
Save as a custom view
Once you are satisfied with your filter combination, columns, and sorting, click the + button next to the existing view tabs. The Add new view dialog gives you two options:
Create new — Build a view from scratch. Enter a Name and optionally check Show for all users in demand page (or planning page) to make the view appear automatically for every user on the site. Users can then remove or duplicate it in their own environment.
Select from existing — Browse views created by other users and add one to your own tabs.
Click Save to confirm. The new view appears as a tab alongside the built-in views. A view saves your current filters, column selection, and sorting settings.
Edit or delete a view
To modify a saved view, select it, adjust the filters, columns, or sorting, and save again. To delete a view, open its options and choose delete.
When you check "Show for all users", the view appears for everyone automatically, but each user can remove or duplicate it without affecting others.
Use a view as automation scope (optional)
When creating an automation in the Automations module, the Scope field lets you select any saved view from Demand or Planning. The automation will apply its actions only to the products that match that view's filters.
If you later change the view's filters, the automation's scope changes too — keep this in mind when editing shared views.
Related pages
Views and filtering — How views, filters, and custom views work.
KPIs — Create KPI columns to sort and filter product lists.
Set up an automation — Create an automation using a view as scope.
Demand — Built-in and custom views for demand analysis.
Planning — Built-in and custom views for planning.
Last updated