Presets

Presets save your current filter, sort, and column configuration so you can return to it later or share it with your team.

Saving a Preset

1. Configure your filters, sorting, and column visibility
2. Click Save in the toolbar
3. Enter a name for your preset
4. Click Save

Loading a Preset

1. Click Load Preset in the toolbar
2. Browse available presets
3. Click a preset to apply it

Updating a Preset

When you have an active preset and make changes:

1. Click the Save dropdown arrow
2. Choose Save "Preset Name" to update the existing preset
3. Or choose Save as new preset to create a copy

Default Preset

Set a preset as your personal default so it's automatically applied every time you open the view.

From the Save dialog: Check Set as my default preset for this view when saving or updating a preset.

From the Load dialog: Click the pin icon next to any preset to toggle it as your default.

Each user has their own default — setting a default does not affect other users. To remove a default, uncheck it in the Save dialog or click the pin icon again in the Load dialog.

Favorites

Mark frequently used presets as favorites for quick access.

Clearing

Click the active preset chip in the toolbar to clear it and return to the default view configuration.

Visibility

Each preset has a visibility level that controls who can see and use it:

Level	Who Can See It
Private	Only you
Shared	Anyone who can see the view — workspace members and holders of a guest share link

There are two levels, not three. Shared does not distinguish between workspace members and guests: if someone can open the view, they can see the preset. If a preset's name or filter values would reveal something a guest should not know, keep it private.

Set the visibility when saving a preset, or change it later from the preset's settings.

Tags

Add up to 20 tags per preset to organize and categorize them. Tags make it easier to find presets when you have many saved — use the tag filter in the Load Preset panel to narrow the list.

Column Overrides

Presets can override column settings without affecting the underlying view:

• Display Name — Show a different label for a column
• Position — Reorder columns within the preset
• Hidden — Hide specific columns
• Width — Set a custom column width

These overrides apply only when the preset is active and do not affect other users' view of the data.

Usage Tracking

SchemaStack tracks how presets are used. In the preset list, you can see:

• Usage Count — How many times the preset has been loaded
• Last Used — When the preset was last applied

This helps teams identify which presets are actively used and which may be outdated.