Working with Views

Views let you save the full setup of your Product Overview, so you can quickly return to the exact product list you need.

Previously, Table Views only saved which columns appeared in your table and how those columns were ordered. Views now go further. A View can save your columns, filters, sorting, Product Family, and hierarchy levels together as one complete Product Overview setup.

That means you can create different Views for different workflows, not just different table layouts. For example, instead of rebuilding the same setup every time, you could create a View for:

• Products missing images
• Products ready for Shopify
• Recently updated products
• A specific Product Family
• Parent products only
• Variants only

Each View appears as a tab at the top of the Product Overview. Click a tab to switch between saved setups and see your product catalog in the way that makes sense for the task you’re working on.

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In this article: 

What is a View?

Why use Views?

Table Views vs Views

Where to find Views

View types

      Default View

      Custom Views

Editing a View

Duplicating a view

Saving and resetting changes

Adjusting columns in a View

Reordering View tabs

Hiding a View tab

Managing Views

Deleting Views

Migrating legacy Table Views

Permissions

*Skip to any section in this article by clicking on the links above

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What is a View?

A View is a saved configuration of your Product Overview.

Each View can remember:

• Which columns are displayed

• Which filters are applied

• How products are sorted

• Which Product Family is shown

• Which hierarchy levels are displayed

This lets you combine the structure of your table with the specific product conditions you want to see.

For example, you could create one View that shows only products missing images, with the SKU, thumbnail, status, and image columns visible. You could create another View for products ready for a marketplace, filtered by status and showing only the attributes your team needs to review.

Instead of manually applying the same filters and columns again and again, you can save the setup once and return to it from the View tab bar.

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Why use Views?

Views help you move faster when you work with your catalog regularly.

They are useful when you need to:

• Review a specific group of products often
• Save filters and columns together
• Switch between different team workflows
• Focus on specific Product Families
• Review parent products and variants separately
• Keep different catalog cleanup or enrichment tasks organized

In short, Views turn the Product Overview from one general product table into a set of saved workspaces for different jobs.

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Table Views vs Views

Legacy Table Views only saved the table setup.

They could save things like:

• Which columns were shown
• The order of those columns
• Frozen column status

The new Views save the full Product Overview setup.

Views can save:

• Columns
• Filters
• Sorting
• Product Family
• Hierarchy levels

This means Views are not just for changing how your table looks. They also help control which products you see and how you work with them.

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Where to find Views

Views live in the tab bar at the top of the Product Overview.

Each tab represents a saved View. Clicking a tab changes the Product Overview to match that saved setup.

You will always see a Default View as the first tab. You can also create custom Views, hide Views from the tab bar, and manage all Views from Settings > Views.

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View types

Default View

Custom View

Default View: 

The Default View is always available in the Product Overview and appears first in the Views bar. It gives you a consistent starting point with no filters or sorting applied. 

By default, it shows the following columns:

• SKU
• Thumbnail
• Label
• Status
• Categories
• Last modified
• Created

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Temporarily changing the Default View:

You can temporarily change the Default View during your session.

For example, you can:

• Add or remove columns
• Apply filters
• Change sorting

These changes do not overwrite the Default View itself.

When you make a temporary change, you’ll see:

• An orange dot on the Default View tab
• An Unsaved view button in the top-right toolbar

This shows that the current setup has changed, but has not been saved as a View.

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Resetting the Default View:

To undo temporary changes and return to the original Default View:

1. Open the ... menu on the Default View tab.
2. Select Reset view

Your columns, filters, and sorting will return to the original system setup.

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Saving changes from the Default View as a new View:

If you change the Default View and want to keep that setup, you can save it as a new custom View.

To save your modified Default View:

1. Make your changes to the Default View.
2. Click on “Unsaved changes” in the top-right toolbar.
3. Select + Save as new view.

A new View will be created with an auto-generated name, such as New view #1. The new tab will open in rename mode so you can name it right away.

After the new View is created, the Default View returns to its original setup.

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Creating Custom Views

Custom Views let you create saved Product Overview setups tailored to the way you work.

You can use custom Views to quickly return to product lists you check often, such as:

• Products missing required information

• Products missing images

• Products ready for a specific sales channel

• Products assigned to a specific Product Family

• Recently modified products

• Parent products only

• Variants only

• Products that need review before publishing

In order to create a Custom View from the Product Overview Page: 

1. In the table view, click the + Create new view button in the tab bar. 
2. Click Add new to continue.
3. A new custom view tab is created and added to the tab bar. The Edit view side panel opens automatically.
4. Enter a name for your new View.
5. Configure the View settings, such as columns, filters, sorting, product family, or levels displayed. This configuration can be done in the panel or directly from the Product Overview page/table. 

You can configure:

       6.    Click Save changes to keep the new Custom View.

Once the new Custom View is created, you will see these options for each: 

• Edit view

• Duplicate view

• Hide tab

• Go to Settings

• See who created and modified the View 

• See when the View was created and last modified

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Editing a View

To edit an existing custom View:

1. Open the ... menu on the View tab.
2. Select Edit view.
3. Make your changes in the settings panel.
4. Click Save changes.

Once saved, the View will keep the updated setup the next time you open it.

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Duplicating a View

Duplicating a View lets you create a copy without rebuilding it from scratch.

The duplicated View keeps the same:

• Columns
• Filters
• Sorting
• Product Family
• Displayed hierarchy levels

To duplicate a View:

1. Open the ... menu on the View tab.
2. Select Duplicate view.

A new View is created and opened automatically. It will be named after the original View, followed by duplicated.

For example, duplicating a View called Shopify review would create a new View called Shopify review duplicated.

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Saving and resetting changes

Whenever you change a View, it enters an unsaved state.

This can happen when you update:

• Columns
• Filters
• Sorting
• Product Family
• Displayed hierarchy levels

When a View has unsaved changes, you’ll see:

• An orange dot on the active tab
• A grey dot on inactive tabs with unsaved changes
• Toolbar options to save, save as new, or reset the View

Save changes:
Click Save changes to update the current View with your latest setup. Once saved, the unsaved indicator disappears and a confirmation message is shown. Use this option when you want to overwrite the current View with the setup you are looking at now.

Save as new view:
Click Save as new view to create a new View using the current setup. This includes any unsaved changes you have made.

The original View returns to its last saved setup, and the new View opens as a new tab with an auto-generated name.

Use this option when you want to keep the original View, but also save your current setup as a separate View.

Reset view:
Click Reset view to discard unsaved changes and return the View to its last saved setup.For the Default View, this resets the View to the original system defaults. Use this option when you were exploring or testing filters and do not want to keep the changes.

Using Views for temporary exploration:
You do not have to save every change you make. You can adjust filters, sorting, or columns temporarily while exploring your catalog. The Product Overview updates immediately, and the View will show as unsaved.

When you’re done, you can choose what to do next:

• Click Reset view to return to the saved setup
• Click Save as new view to keep the temporary setup as a new View
• Click Save changes to update the current View

This gives you room to explore your product data without accidentally changing your saved setup.

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Adjusting columns in a View

To make your View easier to work with, you can adjust the width of most columns in the Product Overview.

To change a column width, drag the edge of the column until it displays the information the way you want.

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Reordering View tabs

You can drag custom View tabs to change their order in the tab bar.

The Default View always stays first and cannot be moved.

Changing the order of tabs does not change the setup of any View. All columns, filters, and sorting remain unchanged.

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Hiding a View tab

Hiding a View removes it from the tab bar without deleting it.

This is useful when you want to keep a View saved, but do not need it visible all the time.

To hide a View:

1. Open the ... menu on the View tab.
2. Select Hide tab.

The tab will disappear from the Product Overview, and the next available tab will become active.If the View has unsaved changes, you’ll see a warning before the tab is hidden. The Default View cannot be hidden.

Opening a hidden View

Hidden Views are still saved. You can open them again from the View tab bar. To open a hidden View:

1. Click the + Create new view button in the View tab bar.
2. Select the hidden View you want to open.

The selected View will be restored as an active tab.

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Managing Views

You can manage all Views from Settings > Views. This is where you can see both visible and hidden Views.

From this page, you can:

• See all saved Views
• Open the edit panel for any View
• Duplicate a View
• Open a View in a new tab
• Copy a link to a View
• Delete a View

You can access Settings from the left-hand navigation menu or by opening the ... menu on a View tab and selecting Go to Settings.

Use Settings > Views when you want to manage your full list of Views, not just the tabs currently shown in the Product Overview.

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Deleting Views

Views can only be deleted from Settings > Views.

They cannot be deleted from the Product Overview tab menu. This helps prevent confusion between hiding a View and permanently deleting it.

To delete a View:

1. Go to Settings.
2. Go to Views.
3. Find the View you want to delete.
4. Click the ... menu next to the View.
5. Select Delete.
6. Type DELETE to confirm the action.

Only account owners, admins, and the View creator can delete a View. If you do not have permission, the Delete option will be disabled with a tooltip explaining why.

If the deleted View was your last active tab, you’ll be taken back to the Default View.

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Migrating legacy Table Views

Migrating a Table View from the Product Overview

Migrating a Table View from Settings

If your account has existing table views, they are now in a legacy state. Table views can no longer be created or edited, but you can migrate them into the new Views system.

When you migrate a Table View, its column setup is copied into a new View.

This includes:

• Column selection
• Column order
• Frozen column status

Once the new View is saved, it is fully independent from the original Table View.

Migrating a Table View from the Product Overview

1. Click “+” Create new view button in the tab bar. 
2. Click Add from the table view
3. Select a legacy table view to load its column configuration
4. Click Apply
5. Configure any additional settings, such as filters, sorting, Product Family, or hierarchy levels.
6. Click Save changes.

The new View will be created with the Table View’s columns pre-filled. You can also do it from the Settings tab of your PIM. 

Migrating a Table View from Settings

You can also migrate legacy Table Views from Settings.

To create a new View from an existing Table View:

1. Go to Settings > Views.
2. Click + New.
3. Choose New from table view.
4. Select the Table View you want to migrate.
5. Adjust any additional settings, such as filters, sorting, Product Family, or hierarchy levels.
6. Click Save changes.

You can also go to the legacy Table Views section in Settings and click the + button next to a Table View. This opens the new View panel with that Table View’s columns already loaded.

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Permissions

Product Views are shared across the account. Any user with access to the PIM can create and use Views. However, editing permissions are restricted.

If you do not have permission to modify or delete a View, the option will be disabled.

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What's Next? 

• Learn how to use filters to search through products 

• Create smart and static lists

• Learn how to edit your products 

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