To save a search with specific filters so you can return to it anytime, create a custom view. Views preserve your keywords, filters, and sort order — saving you from re-applying them every time you search.
Create a Personal View
Navigate to the Details page
The Details page showing the search bar and view tabs. Navigate here to start creating your custom view.
Click + Add View
The + Add View button next to the existing view tabs. Click it to start creating a new view.
Click Save as a New View
The view creation dialog with Save as a New View option. Click it to create a brand new view.
Type a name for your view and click Save
The view name field. Enter a descriptive name like "Structural - Healthcare" or "Roof Details Only." Click Save.
Navigate to your new view by clicking its tab
The view tabs showing your newly created view. Click it to switch to that view. By default, it shows all details — you'll narrow it with filters next.
Apply filters on the left panel to narrow the view to the content you want
The filter panel on the left with various parameters selected. Choose the tags, Revit versions, project filters, or other criteria that define this view.
Click the filter icon next to your view name to save the applied filters
The filter save icon (funnel with arrow) next to the view tab name. Click it to permanently save your current filter selections to this view. Without clicking this icon, filters reset when you switch views.
Important: Filters you apply do NOT auto-save to the view. You must click the filter icon next to the view name to save them. If you switch to another view and come back, unsaved filters will be lost.
The filter save icon — click it after setting your filters to lock them in.
Note: Personal views are visible only to you. Only admins can create firm-wide views shared across all accounts.
Delete a Personal View
Click the X icon next to the view name to permanently remove it:
The X icon next to a personal view name. Click it to delete the view. This action cannot be undone — you'll need to recreate it from scratch.
Create Firm-Wide Views (Admins Only)
Admins can create views visible to all team members:
Click + Add View on the Details page
The + Add View button. Click it to start creating a new view.
Click Save as a New View
The view creation options. Click Save as a New View to create a new one.
Enter a name and enable the Firm View toggle
The view creation dialog showing the Firm View toggle. Enter a descriptive name and enable the toggle to make it available to all team members. Click Save.
Apply and save filters using the filter icon, the same as personal views
How members add firm views: Team members can add your firm view to their profile by clicking + Add View → Browse Existing Views:
The Browse Existing Views option showing firm-wide views available to add. Members click to add them to their own view tabs.
Promoted Firm Views (Auto-Added to All Users)
To enforce a view on all team members' profiles — so it appears automatically without them needing to add it:
Click + Add View
Enable both the Firm View and Promoted Firm View toggles
The view creation dialog with both Firm View and Promoted Firm View toggles enabled. Promoted views appear on every team member's profile automatically and cannot be removed by users.
Click Save
Promoted views cannot be hidden, edited, or deleted by team members. Only admins can modify them.
Manage Views in Settings
Admins can reorder, edit, and manage all firm views from Settings:
Go to Settings → Workspace Settings → Saved Views
The Settings dropdown showing the gear icon. Click it to access workspace settings.
The Saved Views option under Workspace Settings. Click it to manage all firm and promoted views.
Drag promoted views to reorder them under Search Order
The Search Order section showing promoted views. Drag views to reorder them — the order here determines how they appear for all team members. Put your most important view (e.g., Typical Details) at the top.
Click Edit next to any view to change its name or toggle promoted status
The view edit dialog showing the name field and toggle options. Edit the name, or toggle Promoted Firm View on to enforce it for all users. Click Save when done.
What Happens Next
After creating a view, it appears as a tab on the Details page. Personal views are visible only to you. Firm views are available for team members to add. Promoted firm views appear on everyone's profile automatically.
Frequently Asked Questions
Q: Why did my filters disappear when I switched views?
A: Filters don't auto-save. After applying filters, click the filter icon (funnel with arrow) next to the view name to lock them in. Without this step, filters reset when you switch views.
Q: Can members create firm-wide views?
A: No. Only admins can create firm views and promoted firm views. Members can create personal views visible only to themselves.
Q: Can I restore a deleted view?
A: No. Deleted views cannot be restored. You'll need to recreate the view and re-apply the filters from scratch.
Q: What's the difference between a Firm View and a Promoted Firm View?
A: A Firm View is available for members to add voluntarily via Browse Existing Views. A Promoted Firm View is automatically added to every member's profile and cannot be removed by them.