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Create and manage views

Written by Valentin Coquant

💡 A view is a customised display of Aletiq objects (documents, parts, products, tooling, work orders, workflows, tasks...). It lets you filter, sort and choose which properties to display.

Views appear as tabs in each space, sorted alphabetically.

  • Admins create and manage views for the whole organisation

  • Managers can create their own personal views, visible only to themselves

Create or edit a view

When editing a view, an indicator flags any unsaved changes. The Save button offers two options:

  • Save — overwrites the existing view with the current changes

  • Save as new view — creates a new view from the current state, without modifying the original

Edit the distribution scope

A view can be limited to a site or shared with the whole organisation. Edit the scope from the view options.

Delete a view

⚠️ To delete a view, its distribution scope must be set to Organisation.

Share a view via link

The selected view is now reflected in the page URL — across parts, documents, tasks, workflows, products, tooling and projects. Just copy the link and send it to a colleague so they land directly on the right view. 🔗


💬 A question? Contact our team via the Aletiq chat.

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