Use Add to Quick Access with 2 how-to topics, including 2 free topics and 0 membership-related topics; use the index below to jump to each task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a view to Quick Access | Free |
| 2 | 2. Remove Quick Access | Free |
How-to Guide
1. Add a view to Quick Access
Entry
Multi-dimensional table left sidebar → More Options next to a data table view → Add this view to my Quick Access
- Open a multi-dimensional 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 complete, check the Quick Access area at the top of the left sidebar.
Success Criteria
- A shortcut to the target view appears at the top of the left sidebar.
- You can click the shortcut to open the corresponding view directly.
- The original view still remains in its original location.
Tips While Using
- Open the target multi-dimensional table first and make sure the relevant view is visible in the left sidebar.
- Quick Access creates a shortcut entry and does not create a duplicate view.
- If the original view name changes, the shortcut shows the updated name as well.
2. Remove Quick Access
Entry
Multi-dimensional table left sidebar → Quick Access area → More Options next to a view → Remove Quick Access
- In the Quick Access area at the top of the left sidebar, find the view that you want to remove.
- Click the More Options button next to that view.
- Select Remove Quick Access.
- Return to the Quick Access area and confirm that the shortcut has been removed.
- If you still need the view, open it from its original location in the data table area.
Success Criteria
- The target view no longer appears in the Quick Access area.
- The original view still exists in the data table.
- The data, filters, and settings in the view stay unchanged.
Tips While Using
- Removing Quick Access only removes the shortcut and does not delete the view.
- If you want to pin the view again later, repeat the add-to-Quick-Access steps.
- This setting follows personal usage preferences and does not change other collaborators' sidebar layout.