Custom views

Introduction

A workspace accumulates thousands of cases and checks, and most of the time you only care about
a narrow slice of them: what came in this week, what is waiting on your team, what scored high
risk. A custom view is that slice, saved and named, so you reach it in one click instead of
rebuilding the same filters every morning.

You can keep a view to yourself or list it for the whole workspace, which is how a team settles
on one shared definition of "cases to review today" rather than four different ones.

How it works

Every view starts from one of the four standard lists in the navigation — Checks, Cases,
Companies, Individuals. Those four always exist, cannot be deleted, and are visible to
everyone in the workspace.

A custom view is one of those lists with filters applied and saved under a name. What you can
filter on depends on where you started:

Custom properties appear in the filters alongside the default ones, so a view can be built on a
field that only exists in your workspace.

Creating a view

1. Open one of the four lists and set your filters. The list updates as you go.

   

2. Click Save view, and give it a name — an unnamed view is saved as Untitled view.

3. Choose who sees it: Only me, or Listed for all workspace members.

Editing a view you already saved gives you two options: Save changes overwrites it, Save
as new view leaves the original alone and creates a second one. Use the second when you are
adapting a colleague's shared view to your own filters.

Finding your views again

• Favorites pin a view to the navigation, which is what you want for the two or three you
  open every day.
• Search a view finds one by name once the list has grown.
• Copy link to view gives you a URL that opens the view directly — useful in a Slack message
  or a ticket, so a colleague lands on exactly the same filtered list you are looking at.

Deleting a view removes it for everyone it was listed for, and cannot be undone.

Examples

• A daily review queue — cases in review, assigned to your team, oldest first.
• High-risk monitoring — cases whose risk level is high or prohibited, listed for the whole
  workspace so nobody works from a different definition.
• One market — companies filtered on a country or a region, for a team that owns it.
• A check type that needs attention — AML screenings waiting on a decision, so the analysts
  who handle them have their own list.