A locked view keeps its settings fixed. Nobody can rename it, move it, delete it, make it private or save a change to its filters, sort, grouping or fields until it is unlocked. The records in it stay editable by whoever has permission to edit them.
Here is the test: do several people work from the same view, and would a changed filter or a hidden column confuse them? If yes, lock it. If the view is yours alone, make it a private view instead.
Example: in a Vendor Management solution, the Security lead builds the Vendor risk register, a grid view that Procurement, Finance and an external auditor all read. The Security lead locks it. A Finance member who changes the filter sees the change for their own session only. The view is the same for everyone else the next time it opens.
The view name Vendor risk register above the toolbar with the lock glyph beside it.
Plan Availability | Professional, Enterprise and Signature. Signature provides the same capabilities as Enterprise, but this is where our GRC and IT Service Delivery products can be licensed. These products can not be licensed for Team, Pro or Enterprise plans. |
Permissions | Solution Managers, Account Administrators and the view's creator with Full Access lock a public view and remove the lock. |
Platform | Web |
Related Reading |
Opening the view menu
Select the chevron next to the view name above the toolbar. The view menu opens: Rename View, Add Description, Duplicate View, Change View Type, Public View, Delete View and the Autosave changes checkbox. The same menu opens from the view's ... in the View Panel.
Hover over Public View. A panel opens with two choices, Public View and Private View, and under Public View a row named Lock View with a switch.
Only a public view has the switch. A private view cannot be locked, and a form view cannot be locked. The info icon next to Lock View explains that locked views cannot be modified and that only the View Creator and Solution Managers can remove the lock.
The view menu with Public View hovered, showing the Public View panel and the Lock View switch.
Setting Lock View
Turn on Lock View. The lock applies at once, with no confirmation. The menu item now reads Public View : Locked with a red lock, Private View is grayed out in the panel, and a lock glyph shows beside the view name. In the menu, Rename View, Add Description and Delete View are disabled and the Autosave changes row disappears. Duplicate View stays available.
Note: Any unsaved change to the view is saved when you lock it, even when Autosave changes is off. Check the filters and the fields before you lock.
What a lock blocks
Until the view is unlocked, nobody can do these things, Solution Managers and Account Administrators included.
Rename the view or edit its description.
Delete it or move it to another table.
Make it a private view.
Save changes to filters, sort, grouping, fields and other view settings. A change made in a locked view lasts only for the current session.
Change Autosave changes, Display Toolbar Row or Disable Inline Edit.
What a lock leaves open
A lock protects the view's settings, not the records. Members still open records, edit values and add records in a locked view, as far as their table permissions allow. A Procurement member still updates a contract value in the Vendor risk register and adds a new vendor. What they cannot do is save a new sort.
Note: A lock does not stop record edits. To protect the data itself, use table, field or record permissions.
Which views can be locked
Public views only. Form views cannot be locked. Making a locked view private removes the lock, which is why Private View is grayed out while the lock is on.
Turning Lock View off
Open the same menu, hover over Public View and turn off Lock View. The lock glyph disappears and the view can be changed again.
What each role can do
Solution Managers and Account Administrators lock any public view in the solutions they manage and remove the lock.
The view's creator locks and unlocks the public views they created; the product's own tooltip names the View Creator and Solution Managers.
Every other member works in a locked view and cannot change its settings.
Using locked views day to day
Lock the views that a team relies on. The Vendor risk register is locked because three groups read it the same way every week. Lock the view behind every shared link, so the people with the link always see the same columns and filters. Combine a lock with Folder Permissions when the view should also stay out of sight for some members.
Tip: Lock the view behind every shared link. The people with the link then always see the same columns and filters.
Changing a locked view later
Turn off Lock View, make the change, then turn it on again. When the register needs a new column, the Security lead unlocks it, adds the field, and locks it.
If the workspace moves to a plan without Locked Views, locked views can be changed again. The lock returns after an upgrade.
Frequently asked questions
Can I filter a locked view?
Can I filter a locked view?
Yes, for your own session. The filter is not saved, and the view is unchanged for everyone else the next time it opens.
Why can I not delete this view?
Why can I not delete this view?
It is locked. Turn off Lock View first. The last public view of a table cannot be deleted either.
Who unlocks a view when its creator leaves?
Who unlocks a view when its creator leaves?
A Solution Manager or an Account Administrator.
Can I duplicate a locked view?
Can I duplicate a locked view?
Yes. Duplicate View stays available on a locked view, and the copy is not locked.
Can a private view be locked?
Can a private view be locked?
No. Only public views can be locked, and making a locked view private removes the lock.
Does the lock stop record edits?
Does the lock stop record edits?
No. Members with edit permission still change values and add records. The lock protects the view's settings.
Last verified 30 Oct 2026.


