> For the complete documentation index, see [llms.txt](https://docs.flowlity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flowlity.com/how-tos/set-up-views.md).

# Set up and manage views

This guide walks you through creating a custom view in the Demand, Planning, or Supply Orders module, configuring its filters, columns, and sorting, and optionally using it as the scope for an automation.

{% stepper %}
{% step %}

#### Open the Demand, Planning, or Supply Orders module

Navigate to [Demand](/modules/demand.md), [Planning](/modules/planning.md), or [Supply Orders](/modules/supply-orders.md) from the left sidebar. You will see the built-in view tabs at the top of the list (Default, Forecast accuracy, Outliers, etc.). Views work the same way across all three modules. The **Default view** opens with a curated set of columns and filters, so you start from a clean, ready-to-use layout that you can adjust before saving your own view.
{% endstep %}

{% step %}

#### 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.
{% endstep %}

{% step %}

#### 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](/concepts/kpis.md) you have added. For example, sort by "Past demand (qty) last 12m" to find your highest-volume products at a glance.
{% endstep %}

{% step %}

#### 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](/concepts/kpis.md) to learn how to create and manage KPI columns.
{% endstep %}

{% step %}

#### 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.
{% endstep %}

{% step %}

#### 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.

{% hint style="info" %}
When you check "Show for all users", the view appears for everyone automatically, but each user can remove or duplicate it without affecting others.
{% endhint %}
{% endstep %}

{% step %}

#### Use a view as automation scope (optional)

When creating an automation in the [Automations](/modules/automations.md) 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.
{% endstep %}
{% endstepper %}

### Related pages

* [Views and filtering](/concepts/views-and-filtering.md) — How views, filters, and custom views work.
* [KPIs](/concepts/kpis.md) — Create KPI columns to sort and filter product lists.
* [Set up an automation](/how-tos/set-up-automation.md) — Create an automation using a view as scope.
* [Demand](/modules/demand.md) — Built-in and custom views for demand analysis.
* [Planning](/modules/planning.md) — Built-in and custom views for planning.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.flowlity.com/how-tos/set-up-views.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.