Create Saved Views - Nextedy Documentation

Define Views in the Sheet Configuration

Open the sheet configuration file (risksheet.json) in the YAML editor and add a views section. Each entry specifies a display name and the list of column IDs to show:

views:
  - name: Full Analysis
    defaultView: true
    columnIds:
      - "@all"
  - name: Risk Overview
    columnIds:
      - systemItemId
      - title
      - sev
      - rpn
  - name: Mitigation Focus
    columnIds:
      - "@all"
      - "-upstreamRisks"
      - "-occ"
      - "-det"

Each view entry accepts these properties:

Property	Type	Description
`name`	string	Display label shown in the view selector dropdown
`columnIds`	array	List of column `id` values to make visible when this view is active
`defaultView`	boolean	Optional (v24.1.0+). Marks which view loads by default when the risksheet opens

The columnIds array supports two special tokens: "@all" includes every column defined in the columns section, and "-columnId" excludes the named column from the active set. Combine them to express a view as “everything except these columns” — useful when most columns should stay visible and only a handful need to be hidden for a given stage.

Assign Column IDs

Ensure every column referenced in columnIds has an explicit id in the columns section. If you omit id, the system auto-generates one from header or bindings, which may not match your view references.

columns:
  - id: sev
    bindings: severity
    header: S
    type: enum:severity
  - id: rpn
    bindings: rpn
    header: RPN
    formula: commonRpn

Select a View at Runtime

After loading the risksheet, use the view selector in the toolbar to switch between defined views. The grid immediately updates to show only the columns listed in the selected view, and hides every other column — saved views override all other column visibility settings.

The collapseTo column group state resets on every page reload. If users need consistent column visibility without manual re-collapsing, use saved views instead of relying on column group collapsing.

Define a dedicated view for PDF or Excel exports that hides formula helper columns. Switch to the export view before exporting, then switch back. Do not set the export view as the default, because formulas only execute when their column is visible on sheet load.

Combine with Personal Column Visibility

Users can further refine which columns appear using the Select visible columns feature, which persists on the user’s local machine. However, saved views take precedence over every other visibility setting: switching to a different saved view resets any personal column visibility selections, and the grid snaps back to the columns listed in the newly selected view’s columnIds.

Saved views are configured in the sheet configuration by administrators. Individual users cannot create personal saved views through the UI. The Select visible columns feature provides per-user customization that persists locally but resets the moment a different saved view is selected.

Verification

You should now see a view selector dropdown in the Nextedy RISKSHEET toolbar listing each view by its name. The view marked defaultView: true loads first. Selecting any view immediately toggles column visibility to match the defined columnIds list — columns not listed (or explicitly excluded via the -columnId prefix) are hidden from the grid, and any earlier personal visibility tweaks are discarded.

​Verification

​See Also

Verification

See Also