---
title: "Custom Views in the Release Decision Tool"
slug: "custom-views-in-the-release-decision-tool"
updated: 2026-03-09T20:25:08Z
published: 2026-03-09T20:25:08Z
canonical: "knowledge.technolutions.net/custom-views-in-the-release-decision-tool"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Views in the Release Decision Tool

As with [profile tabs](/v1/docs/custom-views-personal-shared), you can set user-specific **Views** for each stage of the Release Decisions process.

To get started, navigate to the Release Decisions tool:

1. Select **Database** on the top navigation bar.
2. Select **Release Decisions**, which brings you to the Overview stage.
3. Select from the right-hand navigation the stage you'd like to create a custom view for. For example, *Confirm*.

Personal views are **user-specific**. Other Slate users in your institution will not be able to see personal views you created. Views are also **stage-specific**: they do not persist between stages of the Release Decisions tool.

Learn more about custom views, including how to adjust column widths, filter and more, by reading the [Custom Views for Profile Tabs](/v1/docs/custom-views-personal-shared) article.

## Create a Customized View

To create a customized view in the Release Decisions tool:

1. Select the **Customize View** icon (the abacus) under the Search bar. The Customize View dialog box appears.
2. Select **Copy Preset**.

[![Copy_Preset.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/copy_preset.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/copy_preset.png)
3. Enter a name for the new Custom View and select **OK.**
4. Select your new custom view from the list.

[![Select_Test_View.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/select_test_view.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/select_test_view.png)
5. Under **Exports**, select **Export** to add one or more custom view columns. Select **Continue** to add your export.

[![New_Export.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/new_export.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/new_export.png)
6. Double-click on the export for further refinement. For example: change the export's name, adjust the column width, or control the format mask for dates. Select **Save** when finished.
7. (Optional) - Add **filters** to refine the set of decisions to be viewed. For example, you may wish to view only particular decision codes.

[![Add_Filter.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/add_filter.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/add_filter.png)

[![Edit_Filter.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_filter.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_filter.png)
8. Select the **Save Preset** icon at the top right.

[![Save_Preset.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_preset.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_preset.png)
9. Select **Update**.

**Default View**

[![Default_View.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/default_view.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/default_view.png)

**Custom View**

[![Custom_View.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/custom_view.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/custom_view.png)

Custom view "Test View" adds export column *Application Round* and filters for applications with decision code *Defer*.

## Pin a Custom View

Want quick access to a view? Pin it! Pinned views are more easily accessible and allow you to quickly jump between multiple views.

To pin a view:

1. Select the **Customize View** icon at upper right. The Customize View dialog box appears.
2. From the list, select the view you'd like to pin.
3. Beneath the list, select **Pin View**.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/custom_views_decisions_screenshot1.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/pin_view.png)
4. Select the **Save Preset** icon at upper right.
5. Select **Update**. A dropdown menu appears next to the Customize Views icon from which you can select between your pinned views.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/custom_views_decisions_screenshot2.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/pinned_view.png)