Create bookmarks for mobile views like forms, maps, and charts. Decide how you want to display these saved views, and deselect them when you no longer need them.

Before you begin

Role required: user

Procedure

  1. Tap the saved view icon (Saved view icon.) in the screen header.
  2. In the Save item name field, either accept the default name for the saved view or enter a name of your choice.
    Note: You can rename the saved view later by swiping left on the item in the Saved Items list, tapping Rename, entering a new name, and confirming the change.
  3. Tap Save item name.

    The saved view icon changes to a filled status (Saved view selected icon.) indicating that the page is bookmarked and available in the Saved items list.

  4. Tap the Saved icon (Saved icon.) in the navigation bar to access all your saved views from the Saved items list.
  5. Deselect a saved view either from a bookmarked screen or from the Saved items list.
    OptionProcedure
    From a bookmarked screen

    1. Locate the bookmarked screen you want to deselect.

    2. Tap the saved view icon (Saved view selected icon.).

      The icon's appearance changes to an unfilled state (Saved view icon.), indicating that the screen is no longer saved.
    From the Saved items list
    1. Tap the Saved icon (Saved view icon.) in the navigation bar.
    2. Swipe to the left on the saved item.
    3. Tap Remove.Saved view remove or rename option.

      The saved view is no longer listed in the Saved items list and the page is no longer bookmarked.
  6. (Optional) Arrange how you want your saved items listed.
    1. Tap the Saved icon (Saved view Saved icon in navigation bar.) in the navigation bar.
    2. Tap on the arrow next to the heading above your listed saved views.
      Saved view arrangement menu options.
    3. From the saved items menu, select how to display your saved views, for example, alphabetically or most recent to least recent.