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Saved views

Every list of NomaUBL — invoices, documents, e-reporting, integration errors, processing log, scheduled jobs, promotion, server log and the other grids — has a view picker in its toolbar. It saves the current display of the list under a name and brings it back in one click. Each user has their own views, kept in the database: the same views appear from any browser and on every server of the environment.

Standard is the layout set by the administrator in Settings › List views; it is always listed first.

At a glance​

InvoicesSearch…Filters☰ Month-end ▾GroupColumnsExportNUMBERCUSTOMERISSUE DATEAMOUNTSTATUSF2026-0412ACME05/10/20261 189,55SentF2026-0413Beta SARL06/10/2026540,00ApprovedF2026-0414ACME06/10/202698,26Send failedF2026-0415Beta SARL07/10/20262 310,00SentF2026-0416ACME08/10/202675,40ApprovedF2026-0417Beta SARL08/10/2026812,10SentF2026-0418ACME09/10/20261 004,00ApprovedF2026-0419Beta SARL10/10/202663,90SentStandardMY VIEWS✓ Month-end ★ 👥To correctSHARED VIEWSCustomer servicea.martinSaveSave as…Rename…Open the list on StandardStop sharingDeleteView pickerorange dot = changed, not savedMy views★ opens the list · 👥 sharedShared viewswith their owner · Save as… to copyView actionsown views only, except Save as…Columns menuReset widthsDrag to resizewidths saved with the viewShare with every userneeds the Share views action

What a view holds​

Held by the viewNot held
Visible columns and their order, column widthsDirection, status tabs, search box
Grouping, sort, rows per pageLabels, formats and value lists — set in List views
Column filters (the filter row opens when the view has some)
Advanced Filters — invoices, documents, integration errors, processing log, e-reporting
Period and date basis — invoices, documents, integration errors, processing log

A period saved as Today, Yesterday, This month, Last month, This quarter, This year or Last 12 months follows the calendar: it is computed again the day the view opens. Only a Custom range keeps its dates. A view saved without a period leaves the current one unchanged.

A list opened from another page on given filters or a given period — a dashboard tile, the processing log reached from a file — keeps them over the view it opens on.

ItemEffect
StandardReturns to the Settings layout.
My viewsThe user's views. ★ marks the view the list opens on, the users icon a view shared with everyone.
Shared viewsThe views other users share, with the owner's name.
SaveSaves the changes into the active view (own views only). An orange dot on the picker means the active view has changed and is not saved; the changes stay until the browser tab is closed.
Save as…Saves the display as a new view (name, 60 characters at most). On a shared view, this is how a user keeps a copy of their own. Reusing the name of one of one's views replaces it.
Rename… · DeleteOwn views only. After a delete, the list returns to Standard.
Open the list on this view / Open the list on StandardChooses the view the list opens on, among one's own views.
Share with every user / Stop sharingOwn views only, with the Share views action (see Access).

The list opens on the view picked earlier in the same browser session, else on the user's view marked ★, else on Standard. A shared view cannot be the one a list opens on: save a copy with Save as… and mark the copy. Only its owner changes a shared view; when its owner stops sharing it, the others go back to Standard.

Column widths​

Drag the right border of a column header to widen or narrow the column (60 px at least). Once a width is changed, the list is exactly as wide as its columns: it scrolls sideways when they exceed the screen. Reset widths, in the header of the Columns menu, returns to the widths set in List views.

Widths are saved with the view. Under Standard, the order, visibility and widths of the columns stay in the browser, as the layout before views existed: Save as… turns them into a view.

The Explorer results, dashboard tiles, drill windows and the integrity report have no view picker.

Access​

  • Saving, renaming and deleting one's own views needs no grant: every signed-in user can.
  • Sharing needs the Share views action (group Lists) on the Roles page. A role without an action list has it; a role with a restricted action list has it only once ticked; a read-only role never has it.
  • A view never widens what the user sees: company and row grants apply as usual.

Views are stored in table F564256, created by nomaubl.sh upgrade <env> (see Upgrade). Until the upgrade, the lists work without the picker.

Tips & best practices​

  • One view per recurring task. Month-end, To correct, Customer service: each brings back its columns, filters and period in one click.
  • Save relative periods. A view on This month stays right every month; a custom range is for a one-off analysis.
  • Share the views of a team rather than describing them. One person builds the view, shares it, and each colleague keeps a copy to adjust.
  • Keep Standard simple. It is the common layout; personal needs go into views.