> ## Documentation Index
> Fetch the complete documentation index at: https://docs.validio.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Searching, Filtering, and Saving Views

> Learn how to search, filter, and sort resource lists across Validio, which filters each page offers, and how to save your setup as a reusable view.

Most list pages in Validio — including [Sources](https://docs.validio.io/v10.1/docs/sources.md), [Validators](https://docs.validio.io/v10.1/docs/validators.md), [Incidents](https://docs.validio.io/v10.1/docs/incidents-and-errors/incidents/incidents-page.md), and the [Catalog](https://docs.validio.io/v10.1/docs/catalog/catalog-assets.md) — share the same search, filter, and sort toolbar above the resource table. When you are managing high volumes of data, these tools let you isolate the specific resources you need. You can then save a search, filter, and sort combination as a reusable **View**.

![Search and filtering options on the Sources page](https://mintcdn.com/validio/36lh-6_uXUsulPvT/images/docs/using-validio/740-search-and-filtering.png?fit=max\&auto=format\&n=36lh-6_uXUsulPvT\&q=85\&s=4668fee01ee5134502f903dd6dc27112)

Search and filtering options on the Sources page

## Searching

The search box matches keywords against fields that depend on the page. On the Sources and Validators pages, search covers the name, type, and description. On the Catalog assets page, it covers the asset name, the database (or catalog) and schema, and the asset's descriptions. See the **Search** column in [Filters available by page](#filters-available-by-page) for every page. Searching is not case sensitive, and the list updates as you type. When you enter more than one keyword, the results include only resources that match **all** of the keywords, ranked by relevance. To match either of two keywords, type `OR` between them (for example, `orders OR customers`). To exclude a keyword, put `-` in front of it (for example, `orders -test`).

Not every page has a search box — for example, the Incidents page is filtered rather than searched. See [Filters available by page](#filters-available-by-page).

## Filtering

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**, or **Backfilling**.
* **On the Incidents page**, the **Status** filter reflects the stages of your troubleshooting workflow: **Triage**, **Investigating**, **Resolved**, and **False positive**.

When you open a filter, Validio shows a count of the resources that match each value.

### Filter operators

Filters support both inclusive and exclusive logic using **Any of**, **All of**, or **None of** operators. 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 of the other states (**Running**, **Backfilling**, and so on).

Most filters support **Any of** (the default) and **None of**. The **All of** operator — which returns only resources that match *every* selected value — is available on **Tags**, **Classifications**, and **Glossary terms**. For example, selecting two tags with **All of** shows only resources that have both tags.

Many filters also offer an empty option, such as **No owner**, **No tags**, or **No priority**, so you can find resources that have no value set for that field.

### Filters available by page

The filters, search, and saved-view support differ by page. The following table summarizes what each list page offers.

| Page | Search | Filters | Saved views |
| :- | :- | :- | :- |
| Sources | Name, Type, Description | Status, Priority, Namespace, Owner, Tags, Time range | Yes |
| Validators (global) | Name, Type, Description | Type, Source, Namespace, Owner, Tags, Dimension, Critical fields, Time range | Yes |
| Validators (source tab) | Name, Type, Description | Type, Owner, Tags, Dimension, Critical fields, Time range | Yes |
| Incidents | — | Priority, Status, Owner, Source, Namespace, Validator type, Tags, Segmentation, Segment value, Time range | Yes |
| Catalog assets | Name, Database (catalog), Schema, Description | Type, Location, Glossary, Domain, Tags | Yes |
| Glossary terms | Name, Description, Aliases | Domain, Classification, Owner | No |
| Classifications | Name, Description | Type, Regulator, Owner, Dimension | No |
| Credentials | — | Type, Namespace | No |
| Channels (Notifications) | — | Namespace | No |
| Lineage graph | Node names | Glossary term, Domain, Tag, Type, Location, Source | Yes |

If a filter has no values to select on the current page, it does not appear. Some pages document their filters in more detail — see [Incidents](https://docs.validio.io/v10.1/docs/incidents-and-errors/incidents/incidents-page.md), [Catalog assets](https://docs.validio.io/v10.1/docs/catalog/catalog-assets.md), and [Validators](https://docs.validio.io/v10.1/docs/validators/validator-details.md).

## Sorting

Use the **Sort** menu to order the table by a field such as **Name**, **Created** date, or **Last updated** time. The available sort fields vary by page. Selecting a field a second time toggles between ascending and descending order.

For faster navigation, you can click the **Name** column header directly in the table to sort alphabetically or reverse-alphabetically.

## Clearing filters

To reset the view, click **Clear**. This option becomes available once you have applied any search, filter, or sort customization.

## Saving views

A saved view captures your current search, filters, sort, and time range so you can return to a setup instantly or share it with your team. For example, you can create a view titled "My Incidents" that filters for critical incidents assigned to you within the last 24 hours, then use it in your daily triage workflow. To share a specific state without saving a view, copy a [deep link](https://docs.validio.io/v10.1/docs/using-validio/deep-link-navigation.md) instead.

Saved views are available on the Sources, Validators, Incidents, Catalog assets, and Lineage pages. The Glossary, Classifications, Credentials, and Channels pages do not currently support saved views.

### Create a saved view

![Configuration options for saving a view](https://mintcdn.com/validio/36lh-6_uXUsulPvT/images/docs/using-validio/740-save-as-view.png?fit=max\&auto=format\&n=36lh-6_uXUsulPvT\&q=85\&s=a3b9e9ec43710af0d8cfbe9495d9907c)

Configuration options for saving a 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,

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 view private (**Only visible to me**) or share it with everyone (**Visible to everyone**).
5. Click **Save**.

### Update a saved view

If you apply 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, open the **Update view** menu and choose **Save as new view** instead.

### Delete a saved view

To remove a saved view,

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