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Saved Views

Customize your policy library view

Tom O'Dea avatar
Written by Tom O'Dea
Updated this week

Blissbook's policy library is infinitely customizable via filtering, grouping, and use of custom properties. You can create several different views of the same data to make it easy to jump into a particular work mode, whether that's reviewing content, responding to comments, checking the status of a policy under review, and more.

Default Views

Blissbook has created some common views for you by default. You can see them on the right side of the policy library:

If you don't see them, it's because the Views panel is minimized. Click the Views button to open it up:

Create a Saved View

Any time the currently selected view is modified (via a filter, change to the column width, showing/hiding a property, grouping, etc.), you'll see an orange "View Changed" tag. Click it to see your options:

Copy link to view: This will copy the URL for the view to your clipboard, so you can easily share it with others.

Save as new view: This opens a model where you can Name the view and give it a Description, so you can use it later. Currently, saved views are visible by anyone on your team who has access to the policy library. Coming soon: private views that only you can see.

Reset view: This will undo any modifications you've done to the currently selected view and will revert it back to its last saved state.

If you're currently on a custom view, you'll see an additional option:

Update view with changes: This will save the current modifications to the currently selected saved view. If you're in a custom view that you saved, and you've hidden or changed the width of a column and you want that change to be permanent, use this option.

Table vs Cards Layout

If you're doing edits to or a review of multiple policies in batch, it may be faster and easier to load a bunch of them at once and view them all in one long single-scroll column.

If that's your situation, switch to the Cards layout:

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