product-example checked
HubSpot Create and manage saved views
Documents custom record views with filters, private/team/everyone visibility, saved view tabs, editable filters, columns, sort order, and sharing controls.
Pattern Decisions This Source Supports
| Pattern | Supported decision | Required contract | Claim note |
|---|---|---|---|
| Custom dashboard | Choose custom dashboard when users need to choose which widgets appear, where they appear, and how much space they occupy. | Entering customization mode freezes dashboard reading interactions and makes layout-editing controls explicit. | HubSpot documents saved view visibility and sharing boundaries that contrast with multi-widget dashboard composition. |
| Saved filter | Choose saved filter when users need to preserve and reapply a named set of filter values, operators, and fields across sessions. | Saving stores filter criteria definitions, not the current result IDs. | HubSpot documents saved record views with filters, private/team/everyone visibility, tabs, editable filters, sort, columns, and sharing. |
| Saved view | Choose saved view when users need to persist a named combination of layout, columns, grouping, filters, sort, density, and other display preferences for a data surface. | Saving stores a canonical view definition, not a static list of current row IDs. | HubSpot documents saved views with filters, visibility, tabs, columns, sort, and sharing controls. |
Evidence Role
This source is treated as product-example evidence. Use it to validate the decision rules above, not as a visual style reference.
Publisher: HubSpot Knowledge Base. Last checked: .