---
title: "Creating Views"
canonical: https://trickest.com/docs/using-the-app/database-management/creating-views
description: "Save a Live Table filter and column selection, then find and reuse it from Saved queries."
---

# Creating Views

## Overview

A saved view keeps a table's filter and selected columns for later use. The UI calls it a **saved query**. Opening one queries the table's current data; it does not freeze the records from the day you saved it.

Start with a Live Table you can access. Creating or managing saved queries also requires write access; a read-only table can still allow browsing and export.

## Creating a View

1. Open the workflow's **Database** view and choose the table in **Tables**.
2. [Run a filter](./querying#writing-a-query) and use **Columns** to choose the fields you want to keep. Confirm the resulting rows.
3. Select **Expand editor**, then **Save query**. You can also use the table's **More actions > Save current query**, when available, or **Ctrl+S** / **⌘S** while this table is active.
4. In **Save query**, enter a descriptive **Query name**, such as `jira-issues`. Add a **Description** if it will help teammates understand the view.
5. Choose a **Folder**, or leave it uncategorized. The picker can create a new folder when you need one.
6. Select **Save**. Open **Saved queries** and check that the new entry applies the intended filter and columns.

<Frame editorial maxWidth="480px" darkSrc="https://res.cloudinary.com/db14crach/image/upload/v1792713971/www/docs/release-1-2-1-2026-10-23/product/table-save-dialog-dark-3bc970b6bebee31b.png" caption="Save query names the filter and column selection. This capture shows a prepared form; it was cancelled without saving a query.">
  <img src="https://res.cloudinary.com/db14crach/image/upload/v1792713972/www/docs/release-1-2-1-2026-10-23/product/table-save-dialog-light-7923aa0812241bdc.png" alt="Save query dialog with the example name jira-issues, a description and folder selection." />
</Frame>

## Saved Queries

Select **Saved queries** beside the filter controls to open the list for this table. Select an entry to apply its filter and column selection.

The table shows up to three saved-query pills beside **All rows**, with favorites first. On narrower layouts, use **Saved queries** to reach entries that do not fit. **All rows** clears the filter; use **Columns** if you also want a different column selection.

<Frame editorial maxWidth="320px" darkSrc="https://res.cloudinary.com/db14crach/image/upload/v1792713974/www/docs/release-1-2-1-2026-10-23/product/table-saved-queries-dark-91ac76486d8922b0.png" caption="Saved queries opens beside the table controls. This table has no saved entries in the capture.">
  <img src="https://res.cloudinary.com/db14crach/image/upload/v1792713975/www/docs/release-1-2-1-2026-10-23/product/table-saved-queries-light-3ff1760f4b9ec966.png" alt="Saved queries popover showing No saved queries yet." />
</Frame>

Open **Actions for [query name]** on an entry to add or remove a favorite, move it to a folder, or delete it, according to your access. Deleting a saved query removes that view; it does not delete the table's records.

## Updating a Saved Query

Saving the current filter creates a new saved query. Entering an existing name does not replace the earlier record. Use a distinct name for a revised view, open it to verify its filter and columns, then remove the older entry only if it is no longer needed.

## Tips

- Choose names that describe the selection, such as `jira-issues` or `recent-high-severity`, rather than a result count that can change.
- Use folders to group related views and favorites for the views you open most often.
- If a saved view fails after a schema change, check that its fields still exist and have compatible types.
- If saving is unavailable, check write access. Running a filter and saving a shared view have different permission requirements.

## Next Steps

[Export the current view](./exporting) when you need a CSV copy. [Querying](./querying) explains filters, visible columns and recovery from an unexpected result.

---
_Markdown source of https://trickest.com/docs/using-the-app/database-management/creating-views._