Across many Validio pages--including Sources, Validators, and Incidents--you'll find a consistent layout featuring resource tables with detailed columns. When managing very high volumes of data, you can use search and filter tools to isolate the specific resources you need.

Once you have customized a page with specific search queries, sorting, and filters, you can save that configuration as a View. This allows you to revisit your tailored setup or share it with your entire organization.

Customizing Views

On all pages that have a table, you can use search, filters, and sorting options to quickly find specific resources and control how they are organized on the page.

Searching

The Search function allows you to type in keywords to match against the Name column in the table. Searching is not case sensitive.

Filtering

Most pages include one or more options for filtering, including Status, Owner, Time range selection, and more. Filter options are context-specific and adapt to the page you are viewing. For example:

• On the Sources page, the Status filter tracks operational status, such as whether a source is Running, Idle, Backfilling, or Initiating.
• On the Incidents page, the Status filter reflects the stages of your troubleshooting workflow, inclding False positive, Triage, Investigating, and Resolved.

Filters support both inclusive and exclusive logic using Any of or None of operators. This allows you to pinpoint specific resources or hide irrelevant ones. For example, to view all Sources except those currently Idle, you can use either of the following configurations:

• None of: Select Idle to exclude it from your view.
• Any of: Select all other active states *Running, Backfilling, and Initiating).

Sorting

Use the Sort menu to organize your table by Created date, Last updated time, or Name. Selecting a field a second time will toggle the order between ascending and descending.

For even faster navigation, you can click the Name column header directly within the table to instantly sort your resources alphabetically or reverse-alphabetically.

Saving Custom Views

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Saved Searches are now Saved Views Starting with Validio 7.4, "Saved Searches" have been renamed to Saved Views. We are currently rolling out an updated UI to support this change. You may notice a different interface on the Sources page compared to other pages as we finalize the transition across the platform. For saving searches on other pages, such as Validators and Incidents, see Saving Searches.

Saved views allow you to return to your preferred setups instantly. For example, you can create a view titled "My Incidents" that filters for critical incidents assigned to you within the last 24 hours. Integrating this view into your daily triage workflow ensures you never miss high-priority issues.

The following sections explain how to create, update, and remove saved views on the Sources page.

Create a Saved View

Saved views are listed as buttons above the search bar, filter options, and sort menu. If there are none, you will see "No saved views".

To create a saved view on the Sources page,

1. Apply your search, sorting, or filters to the page.
2. Click + Save as view.
3. Name: Enter a unique and descriptive name.
4. Visibility: Keep your search private (Only visible to me) or share it with everyone (Visible to everyone).
5. Click Save.

Update a Saved View

If you continue to add more filters to a saved view, the Save as view button becomes Update view.

To update the current view,

1. Click Update view.
2. (Optional) Edit the Name and Visibility of the view.
3. Click Update to save your changes.

To avoid overwriting the current view, you can also click the Update View menu to Save as new view.

Delete a Saved View

To remove a saved view,

1. Hover over or select view name.
2. Click the trash can icon to delete the view.