Creating bookmarks

Bookmarks let you save specific selection states. This allows you to review them later, and share them with other users.

Creating a bookmark

Do the following:

1. Make the selections on the sheet that you want to save as a bookmark.

2. Click Bookmarks in the toolbar.

3. Click Create new bookmark.

4. Title: By default, the name of the sheet and a summary of the selections are used as the title of the bookmark. You can change this if needed.

   Warning noteDo not use a name already used by an alternate state.
5. Description: You have the option to enter a description of the bookmark.

6. Save sheet location: Toggle this on if you want the bookmark to switch to the sheet that was open when it was created. Toggling it off means that the user will stay in their current sheet when the bookmark is applied.

7. Save layout: Toggle this on if you want to save chart layouts, sorting, or expansions.
8. Click Create.

States and set expressions

When creating or editing a bookmark, you will see the possible alternate states that have been bookmarked. If a state includes selections, then the set expression for the selections is also shown.

You can copy the set expression by clicking Copy.

Bookmark options

In sheet view, if you right-click on a bookmark, you will see the following options:

• Apply bookmark: The selections saved in the bookmark are applied and the sheet which the bookmark originates from is displayed. Any previous selections are cleared.
• Apply selections only: The selections saved in the bookmark are applied. Any previous selections are cleared.
• View details: Displays location, layout state, and set expressions.
• Copy link: Copies the bookmark location so it can be shared.
• Make public: Making a bookmark public means that anyone can use it. You will no longer be the owner of the bookmark.
• Set as default bookmark: When the app is opened, the layout state and the selection state of the default bookmark are used, instead of the app overview page. See Setting a default bookmark to create an app landing page.
• Delete: The bookmark is deleted.

Searching for bookmarks

Do the following:

1. In sheet view, click Bookmarks in the toolbar.

2. Type your search criteria in the search field.

   The list is filtered as you type.

Changing the title and description of a bookmark

You can change the title and description of a bookmark.

Do the following:

1. In sheet view, click Bookmarks in the toolbar.

2. Click next to the bookmark you want to edit.

3. Click .

4. Make your changes to Title and Description.

5. Click to stop editing.

The changes are automatically saved.