You can filter values to display only the information that is relevant to you, and save the personalized Board. The personalized Board retains the filter values and remains synced with the original Board. This allows you to bookmark a personalized Board for easy access to the information you need, and eliminates the need to create a personal copy of a Board, which can result in copies falling out of sync with the original.
If row-level security (RLS) is applied to the cluster, and the creator of a Board sets up default values in a Board filter, the default values will be visible to everyone who has access to the Board in the filter chip preview and in the tooltip. The data is filtered based on RLS, but the filter chip preview and tooltip do not follow RLS.
Create a personalized Board view
You can create a personalized view for any Board that you can apply filters to.
Open a Board and apply your desired filters.
To save your personalized Board view with these filters applied, select Save view.
Enter a name for your personalized Board view.
Select Make view available to all users if you want the view to be available to others for easy access.
If you have edit permission for the Board, you can select Make view available to all users to share your view. This view will then be available to all the users who have access to this Board.
If you have view-only permissions for the Board, you will not have the option to make any view public.
If the original Board is deleted, all personalized versions of it are deleted as well.
Update a personalized Board view
You can update a personalized Board view.
Open a personalized Board view and apply your desired filters. A dot appears next to the view name to indicate that there are unsaved changes.
To update the personalized Board view, click on the view name and select Update next to the view name in the drop-down menu.
Manage personalized Board views
You can manage your personalized Board views.
Open a Board and click on Select view.
Select Manage views from the drop-down menu.
Click the checkbox to allow anyone to view the personalized Board view, or Delete to remove the view.
Where row level security is applied to the data, unauthorized users will see the Board but not the restricted data.