Managing your views

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<span class="fastpathtitle">Location: </span>
<span class="ph">Admin Center &gt; Workspaces &gt; Agent tools &gt; Views</span>
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<p class="p">You can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408888828570" target="_blank">create views</a> to organize your tickets into lists based
on certain criteria. You can manage your views by editing, deleting, or deactivating them as
needed. You can also share a link to a view with other agents.</p>
<p class="p">If you're looking for information about filtering, sorting, or ordering views, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408842965530" target="_blank">Accessing and using the Views admin page</a>.</p>
<div class="p">This article covers the following topics: <ul class="ul" id="topic_np2_thd_jjb__ul_pnq_xld_jjb">
<li class="li"><a class="xref" href="#topic_fzx_qyj_5b">Editing a view</a></li>
<li class="li"><a class="xref" href="#topic_vnx_wev_ec">Deleting and deactivating a view</a></li>
<li class="li"><a class="xref" href="#topic_igr_vvg_wk">Sharing a view</a></li>
</ul>
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<div class="p">Related articles:<ul class="ul" id="topic_np2_thd_jjb__ul_pvk_jgh_xwb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408829483930" target="_blank">Accessing your views of tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5521220496154" target="_blank">Exporting a view of tickets to a CSV file</a></li>
</ul>
</div>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fzx_qyj_5b">
<h2 class="title topictitle2" id="ariaid-title2">Editing a view</h2>
<div class="body">
<p class="p">You can edit a view to rename it, adjust conditions, change formatting, or update
availability. Agents can only edit views for their own personal use. Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882#topic_cxn_hig_bd" target="_blank">agents in custom roles with
permission</a> can edit personal views, as well as shared
views for use by multiple agents.</p>
<p class="p">You can categorize views into a folder structure in the Agent Workspace. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8009260752794" target="_blank">Categorizing your views</a>.</p>
<p class="p"><strong class="ph b">To edit a view from the Views admin page</strong></p>
<ol class="ol" id="topic_fzx_qyj_5b__ol_anh_wkw_qy">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_workspaces_icon.png">
<strong class="ph b">Workspaces</strong> in the sidebar, then select <strong class="ph b">Agent tools &gt; Views</strong>.</span></li>
<li class="li">Click the name of the view you want to open for editing.<p class="p">Alternatively, click the
options menu (<img class="image" id="topic_fzx_qyj_5b__image_yvs_2f2_dhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) of the view and select <strong class="ph b">Edit</strong>. The option to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408888828570#topic_fjf_vev_ec" target="_blank">clone a view</a> is also available in the options
menu.</p>
</li>
<li class="li">Modify the title, conditions, formatting, and availability as needed.</li>
<li class="li">When you're finished, click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p"><strong class="ph b">To edit a view from the views list</strong></p>
<ol class="ol" id="topic_fzx_qyj_5b__ol_tgd_yzx_jk">
<li class="li">In Support, click <strong class="ph b">Views</strong> (<img class="image" height="11" id="topic_fzx_qyj_5b__image_lc2_11y_jk" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/views_icon.png" width="11">) in the sidebar, then select a view.</li>
<li class="li">Click the <strong class="ph b">Actions</strong> menu in the upper right, then select <strong class="ph b">Edit view</strong>.
<p class="p"><img class="image img-screenshot" id="topic_fzx_qyj_5b__image_ghl_v1b_msb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/view-actions-edit.png" width="250"></p>
</li>
<li class="li">Modify the title, conditions, formatting, and availability as needed.</li>
<li class="li">When you're finished, click <strong class="ph b">Save</strong>.</li>
</ol>
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</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_vnx_wev_ec">
<h2 class="title topictitle2" id="ariaid-title3">Deleting and deactivating a view</h2>
<div class="body">
<p class="p">You can delete or deactivate a view if you no longer need it. Deleting it means that it's
gone and can't be retrieved.</p>
<p class="p"><strong class="ph b">To deactivate or activate a view</strong></p>
<ol class="ol" id="topic_vnx_wev_ec__ol_bsy_cry_tb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_workspaces_icon.png">
<strong class="ph b">Workspaces</strong> in the sidebar, then select <strong class="ph b">Agent tools &gt; Views</strong>.</span></li>
<li class="li">Hover your mouse over the view you want to deactivate, then click the options menu
(<img class="image" id="topic_vnx_wev_ec__image_im4_lrk_tcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png" width="16">) and select <strong class="ph b">Deactivate</strong>.<p class="p">To reactivate the
view, select a filter with inactive status and the appropriate availability, click the
options menu of the view, and select <strong class="ph b">Activate</strong>.</p>
</li>
</ol>
<p class="p">If you decide to permanently delete a view, you must first deactivate it as described
above.</p>
<p class="p"><strong class="ph b">To delete a view</strong></p>
<ol class="ol" id="topic_vnx_wev_ec__ol_eyz_uqy_tb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_workspaces_icon.png">
<strong class="ph b">Workspaces</strong> in the sidebar, then select <strong class="ph b">Agent tools &gt; Views</strong>.</span></li>
<li class="li">Click <strong class="ph b">Filter</strong> and select the <strong class="ph b">Inactive</strong> status and the appropriate
availability.</li>
<li class="li">Hover your mouse over the view you want to delete, then click the options menu (<img class="image" id="topic_vnx_wev_ec__image_hw5_lrk_tcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png" width="16">) and select <strong class="ph b">Delete</strong>.</li>
<li class="li">Click <strong class="ph b">Delete view</strong> to confirm the deletion.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_igr_vvg_wk">
<h2 class="title topictitle2" id="ariaid-title4">Sharing a view</h2>
<div class="body">
<p class="p">You can share a link to a view with other agents. Normal access permissions based on the
availability set for the view apply to the users who click the link.</p>
<p class="p"><strong class="ph b">To share a link to a view</strong></p>
<ol class="ol" id="topic_igr_vvg_wk__ol_hn5_sxg_wk">
<li class="li">In Support, open the view you want to share.</li>
<li class="li">From your web browser address bar, copy the URL to the view.</li>
</ol>
<p class="p">You can now share this URL with other agents.</p>
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