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@cbehera-newrelic cbehera-newrelic added content requests related to docs site content from_tw Identifies issues/PRs from Tech Docs writers labels Apr 17, 2025
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Hi @cbehera-newrelic 👋

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@cbehera-newrelic cbehera-newrelic marked this pull request as ready for review May 8, 2025 12:31
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Create, manage, and apply your customized views effortlessly with the Saved views feature. This feature enhances your experience and productivity within the platform, allowing you to save your current view settings and easily return to them later.
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I would rewrite this intro by starting with use cases. For instance, "Do you find yourself constantly switching between data sets and configurations? This would require you to recreate the filters each time. The Saved views feature lets you save filters you commonly create."

Or something along those lines


<CollapserGroup>
<Collapser id="create-saved-view" title="Create a saved view">
To create a saved view in a supported capability such as **Catalogs**, **All Entities**, **Alerts**, or **Infrastructure**, do the following:
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Are views supported only for these capabilities? IF so that should be called out in the intro.

<Collapser id="create-saved-view" title="Create a saved view">
To create a saved view in a supported capability such as **Catalogs**, **All Entities**, **Alerts**, or **Infrastructure**, do the following:

1. Navigate to a capability that supports saved views capability.
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This step makes it sound like creating views is the intent. It is not.

To create a saved view in a supported capability such as **Catalogs**, **All Entities**, **Alerts**, or **Infrastructure**, do the following:

1. Navigate to a capability that supports saved views capability.
2. Use the entity filter bar or modify the user interface to apply the desired changes. Saved Views capability captures modifications made both in the filter bar and the user interface. For example, you can add or remove columns from a table, among other adjustments.
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This is too confusing. Needs to be simpler.


1. Navigate to a capability that supports saved views capability.
2. Use the entity filter bar or modify the user interface to apply the desired changes. Saved Views capability captures modifications made both in the filter bar and the user interface. For example, you can add or remove columns from a table, among other adjustments.
3. Once you have applied the changes, locate the **Save View** button at the top left corner of the screen and click to save your view. The **Saved view name** pop-up screen appears.
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This is too many words to just say "Save the view"

</Collapser>

<Collapser id="favourite-saved-view" title="Mark a saved view as favourite">
By marking your favorite saved views, you’ll have quick access to them when you need them the most. Favorit saved views have a predominant location within the **Saved views** dropdown. To set a saved view as favourite, do the following:
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What does "predominant location" mean?
Spelling error "Favorit"

By marking your favorite saved views, you’ll have quick access to them when you need them the most. Favorit saved views have a predominant location within the **Saved views** dropdown. To set a saved view as favourite, do the following:

1. Load the saved view that you want to save as favorite (from the Saved views dropdown or the Saved views capability).
2. Click the hamburger ‘...’ icon next to the saved view name and click **Add view to favorites**. You can also click the star icon next to the saved view name to add it to your favorites.
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Would it be easier to tell them to click the star and have the hamburger route as a secondary action?


Example:

The following illustrates a scenario where a "Team" filter has been added to a user-created **apm-view-1** view. Consequently, the italicized **apm-view-1** title indicates the presence of unsaved changes. The Save button located next to the title allows you to overwrite the existing **apm-view-1** Saved view with these modifications.
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If I leave the view without saving, will it warn me?

@@ -0,0 +1,101 @@
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title: Customize your view with Saved views
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Meta feedback...most of the stuff here is intuitive. Most views work in this way. Do we want to just call out places where we dont work as expected?

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Create, manage, and apply your customized views effortlessly with the Saved views feature. This feature enhances your experience and productivity within the platform, allowing you to save your current view settings and easily return to them later.
It is particularly useful for users who frequently switch between different data sets or configurations.
You can also name your saved view to help you remember its purpose and share it with other users, making it easier to collaborate and ensure everyone is on the same page. This is especially beneficial in team environments where multiple users may need access to the same data sets or configurations.
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Can I share a view? If so, how? Also, if so, what happens if the person who created the view is no longer in the organization?

@@ -0,0 +1,101 @@
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title: Customize your view with Saved views
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We should ask them to change the name of the capability to Views...not Saved views.

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Fix and resubmit.

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