This guide covers 2 how-to topics, and both are available without membership; choose a topic from the index and follow the entry path and steps to complete the task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a View to Quick Access | Free |
| 2 | 2. Remove from Quick Access | Free |
How-to Guide
1. Add a View to Quick Access
Entry path: Left sidebar in a multidimensional table → More Options next to a table view → Add this view to My Quick Access
- Open a multidimensional table that contains multiple data tables and views.
- In the data table area of the left sidebar, find the view that you want to add to Quick Access.
- Click the More Options button next to the view name.
- At the bottom of the menu, select Add this view to My Quick Access.
- After the action is completed, the view appears in the Quick Access area at the top of the left sidebar.
Success Criteria
- Interface result: the target view appears in the Quick Access area at the top of the left sidebar.
- What you can do next: you can click that view directly from Quick Access to open it.
Tips While Using
- Common mistake: make sure you click the More Options button for the specific view, not another table entry.
- Environment note: if the table content needs to sync, keep the network connection available.
2. Remove from Quick Access
Entry path: Left sidebar in a multidimensional table → Quick Access area → More Options next to a table view → Remove from Quick Access
- In the Quick Access area of the left sidebar, find the view that you want to remove.
- Click the More Options button next to the view name.
- At the bottom of the menu, select Remove from Quick Access.
- The view is removed from the Quick Access area, but the original view remains available under the full data table list.
Success Criteria
- Interface result: the target view no longer appears in the Quick Access area.
- What you can do next: you can still find and use the same view in its original location.
- No side effect: the original view data, filters, and settings stay unchanged.
Tips While Using
- Common mistake: removing Quick Access only removes the shortcut entry and does not delete the view itself.
- Environment note: if the sidebar does not refresh immediately, collapse and reopen the related area and check again.