The Saved Views page displays a list of all the created views. You can use this page to manage the saved views, set permissions for each view, and control the access for the "ALL" orders view.
All Orders View
The "ALL" view is a default view that shows all orders and is accessible to all users. However, you can restrict access to this view by using the "Manage Access to the ALL orders view" option. By clicking this button, you can specify who can view this view. The available options are listed below:
- Visible to all users
- Disabled for all users
- Visible for selected users only.
If you choose the "visible for selected users only" option, you can select which users have access to the "ALL" tab. Any users that are not selected, will not see the "ALL" tab listed on the Orders page.
Public Views:
Public views are saved views that are accessible to all users. Public Views are created when the Shopify Admin creates a view, or when any Admin user saves a Private View as Public View.
Control access to a Public View
Steps:
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From the app admin, go to Saved Views.
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Select the Action button next to the View you would like to update.
- Select "Users"
- Choose "ALL Users" to make the Public View accessible for all users
- To make the view accessible to specific users, turn off the "ALL Users" option and select the checkmark next to each user that should have access to the view
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Click Save.
Note:
If the "All Users" option is unchecked, and no individual users are checked, then the view will become hidden and will not be visible to any users on the Order page.
Rename a Public View
Steps:
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From the app admin, go to Saved Views.
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Select the Action button next to the View you would like to update.
- Select "Rename"
- Enter the new name for the view
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Click Save.
Delete a Public View
Steps:
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From the app admin, go to Saved Views.
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Select the Action button next to the View you would like to update.
- Select "Delete"
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Click Delete.
Private Views:
When a user logs into the app, they can save a view that only they can see. This is called a Private View. Admin users have the ability to convert a Private View into a Public View, which allows other users to access the saved view.
Save Private View as a Public View
Steps:
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From the app admin, go to Saved Views.
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Select the Action button next to the View you would like to update.
- Select "Save as public view"
- Enter the new name for the view
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Click Save View.
Once the public view is created it is marked as hidden. You will need to select who has access to the view before it will be come visible to your users.
Delete a Private View
Steps:
-
From the app admin, go to Saved Views.
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Select the Action button next to the View you would like to update.
- Select "Delete"
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Click Delete.