Secure Internet and SaaS Access (ZIA)
Custom Views
A custom view is a saved search criterion that you often reuse and require for your daily operations. You can use it as a rule to trigger a policy. To learn more, see 3rd-Party App Governance Policies. On the Inventory page, you can easily create, access, and edit a custom view.
Creating a New Custom View
To create a new custom view:
- Click Inventory in the left-side navigation.
The Inventory page appears.
- On the Inventory page, add conditions by clicking on relevant filters and selecting desired values. Click +More to add additional filters.
- To save the custom view, click the Save icon located next to the search bar.
The Save View window appears.
- In the Save View window, enter the custom view name. You can also mark the view as a favorite for easier access (this creates a shortcut to the view under Reports > Predefined Reports in the left-side navigation).
Accessing a Custom View
To access a custom view:
- Click Inventory in the left-side navigation.
The Inventory page appears.
On the Inventory page, click My Views and choose the desired custom view.
Editing an Existing Custom View
To edit an existing custom view:
- Access an existing custom view.
- Change filters by adding, removing, or adjusting existing ones.
- Click the Save icon.
A confirmation window appears stating that the view already exists.
- Click Save & Replace if you want to edit and overwrite it.
If this view is already used as a trigger (rule) for a policy, the confirmation window highlights that, so you may take it under advisement before editing such a view.