# Saved views

> A saved view keeps the Inbox's filters, search, sort, layout and columns under a name. Personal or shared, and pinned above the Inbox with its count.

A saved view is a slice of [the Inbox](/docs/testimonials/inbox) you can
come back to in one click: its filters, its search text, its sort, its
layout and its columns, kept under a name. "Five stars, used nowhere" and
"Needs a decision" are typical ones. A view stores the filter, never the
testimonials, so it always shows what matches right now.

Views are made and opened from the Inbox toolbar: **Testimonials** in the
site's sidebar, then **Views** and **Save view**. Saved views are on every
plan.

## Saving a view

Set the filters, the search, the sort and the layout you want in the
Inbox, then press **Save view** in the toolbar.

| Field | What it does |
|---|---|
| **Name** | Required, up to 60 characters. You cannot own two views of the same name in one site, whatever the capitals |
| **Pin to the Inbox** | Shows the view in the row above the Inbox list, with its count |
| **Share with the workspace** | Shows the view to every member who can open the site. Offered to members who hold `content.write` |

The small line under the fields says in words what the view will match.
**Save view** stores it and opens the Inbox on the new view, at
`/sites/<site id>/testimonials?view_id=<view id>`.

## Opening a view

The **Views** button in the toolbar lists **My views** and **Shared
views**. A pin marks the pinned ones. **Manage views** opens the views
page. While a view is open the button carries its name, and the Inbox
takes the view's layout and columns.

A pinned view is also in the row above the Inbox list, with a count of
what it matches. Up to 8 pinned views are shown. A pinned shared view is
in that row for every member who can open the site.

## Update view, Save as new, Reset

Open a view and change a filter, the search, the sort or the layout. The
toolbar then offers three things.

| Button | What it does |
|---|---|
| **Update view** | Stores what the Inbox shows now in the open view: filters, search, sort, layout and columns. Offered when you may change that view |
| **Save as new** | Saves what the Inbox shows now as another view and leaves the open one as it was. Offered whenever a view is open |
| **Reset** | Goes back to the view as it is stored |

## Personal and shared

| | A personal view | A shared view |
|---|---|---|
| Who sees it | Only the member who made it | Every member who can open the site |
| Who can make one | Any member, read-only members included | A member who holds `content.write` |
| Who can rename, update, pin or delete it | Its owner | Any member who holds `content.write` |
| Who can share it or stop sharing it | Its owner, with `content.write` | Any member who holds `content.write` |

A personal view changes nothing anyone else sees, which is why a member
with read-only access may keep their own.

## The views page

**Manage views** opens `/sites/<site id>/testimonials/views`: every view
you can open, pinned ones first.

| Column | What it shows |
|---|---|
| **Name** | The name, a **Shared** badge and a **Pinned** badge. The name opens the view. **Rename** under it opens a field, when you may change the view |
| **Owner** | "You", the member who made it, or "Nobody" when that member's account is gone |
| **Testimonials** | How many it matches now. "Needs a look" when the view can no longer be read, for example because it names a form that is gone |
| **Layout** | List, Cards, Board or Highlights |
| **Updated** | When it was last changed |

The menu of a row has **Open**, **Pin to the Inbox** or **Unpin**,
**Share with the workspace** or **Stop sharing**, and **Delete**. Delete
asks once and deletes no testimonial: a view is only a stored filter.

With no views yet the page says "No saved views yet" and offers **Open
the inbox**.

## When a tag or collection went to the trash

A view that filters on a tag or a collection that has since gone to the
trash still opens. That one filter is dropped, and a line above the list
names what is missing: '"Onboarding" is in the trash, so this view opened
without that filter.' Restore the tag or collection from
[the trash](/docs/testimonials/trash) and the view filters on it
again. Through the API the names are in `meta.dropped`.

## API and MCP

| Action | MCP tool | Permission |
|---|---|---|
| List the views you can open | `testimonial_saved_views_list` | `analytics.read` |
| Save a view | `testimonial_saved_views_create` | `analytics.read` for a personal view, `content.write` to share it |
| Change a view | `testimonial_saved_views_update` | `analytics.read` for your own personal view, `content.write` for a shared one |
| Delete a view | `testimonial_saved_views_destroy` | The same as changing it |
| Open a view | `testimonials_list` with `view_id` | `analytics.read` |

The inputs are in the [API reference](/docs/api) and the
[MCP reference](/docs/mcp). What is worth knowing beside them:

- `filters` holds the filter inputs of `testimonials_list`, for example
  `{"status": ["approved"], "rating": ["5"]}`. The search text goes in
  `q`, not in `filters`.
- A view is checked when it is saved. Filters, search text or a sort the
  Inbox would refuse are refused here too, with 422 and the same
  sentence.
- On update, only the inputs you send change, and `filters` replaces what
  was stored.
- Sharing a view, or changing a shared one, without `content.write` is
  refused with the code `not_allowed`.
- `view_id` on `testimonials_list`, `testimonials_facets` and
  `testimonials_triage` applies the view's filters, search text and sort.
  Any other input you send beside it replaces the view's value for that
  input. A view you cannot see responds with 422.
- An AI assistant cannot delete anything. The MCP tool
  `testimonial_saved_views_destroy` runs nothing: it responds with
  `human_only` and the address of the Views page, and the assistant
  hands you that link. The API call runs as usual.

Ask your assistant:

- "Save what I am looking at as 'Video for the homepage' and pin it."
- "How many are in 'Needs a decision' right now, and who are the oldest
  three from?"
- "Share my 'From Trustpilot this year' view with the team."

## Good to know

- The count of a view is cached for 60 seconds, so it can be up to a
  minute behind the Inbox.
- A view keeps its own layout and columns. The layout and columns you
  choose in the Inbox without a view are remembered separately, for you
  alone.
- Changing only the columns of an open view does not bring up **Update
  view**. Change a filter, the search, the sort or the layout as well, or
  use **Save as new**.
- Deleting a view deletes no testimonial. A widget or a wall that was fed
  by the view keeps its settings and is no longer fed by it.
- A link to a view you cannot open, such as another member's personal
  view, brings you to the Inbox with "There is no saved view with that id
  that you can open."