Locked Views is a feature available on the Professional and Enterprise plans that allows View Creators, Solution Managers, and Workspace Admins to restrict changes to a view's configuration and custom elements. This ensures that Saved Views remain static and purposeful, minimizing disruptions to workflows.
Plan Availability | Professional, Enterprise |
Permissions | Solution Manager, Workspace Admin |
Why Use Locked Views?
Locking a view prevents members from unintentionally altering or misconfiguring key Saved Views. Here are common use cases:
Secure Shared Links: Lock views containing sensitive or confidential information shared frequently.
Static Team Views: Ensure team members access the view in a consistent configuration critical to workflows.
What Locking a View Does
When a view is locked:
Members cannot:
Rename the view or its description.
Change its type to Private.
Delete the view.
Members can:
View or edit record content within the view.
Add new records (if they have record-level permissions).
Icon Indication:
Locked views are marked with a red lock icon, making it easy to identify them.
How to Lock a View
Open the Navigation Sidebar:
Navigate to the view you wish to lock.
Access the 3-Dot Menu:
Hover over the Saved View name and click the 3-dot menu.
Enable the Lock:
Hover over the Public View option and toggle the lock setting in the displayed window.
Save Changes:
The red lock icon will appear next to the Public View tab, indicating the locked status.
Note: Changes are saved immediately, even if autosave is disabled.
Unlocking a View
To restore editing permissions for the view:
Follow the same steps as locking the view.
Disable the Lock Toggle:
The red lock icon will disappear, indicating the view is unlocked.
Note: Only the Solution Manager can unlock a view.
Tips for Using Locked Views
Collaborative Workflows: Lock views used by multiple team members to ensure consistency.
Prevent Mistakes: Use locked views to avoid accidental changes to critical configurations.
Manage Permissions: Combine locked views with member permissions for added security.