Creating Saved Views of AI Inventory Screens

You can create and manage saved views to easily switch between desired views of the given inventory screen. This allows users to create an easily accessible snapshot of applied filters and visible columns to surface content of interest across different sessions and devices.

Saved views can be created in any of the Inventory screens in the AI Governance module. The configuration is the same in any inventory. This article will use Projects as the example inventory type.

Tip:

The default view of the list screen includes a filter with Type set to AI. In order to view all objects, OneTrust recommends to remove this AI type filter and create a saved view to easily switch over for a comprehensive view.

To enable visible fields

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click the Column Selector icon next to the search bar.

    The Column Selector modal appears.

  3. Select one or more fields from the Available Fields list and use the directional arrows to move it to the Visible Fields list. You can perform the same action to move visible fields to the inactive list.

    The default list of visible fields will vary with each inventory type.

    Inventory

    Available Default Fields

    Projects

    Name, Type, Project Owner, Status

    Models

    Name, Description, Framework, Internal or Third-Party, Stage

    Datasets

    Name, Description, Organization, Type, License, Function, Owner
    Tip:

    Use the Attribute Manager to create custom fields that can be used here. For more information, see Managing Attributes for AI Governance


    Column selector modal
  4. Use the Up/Down arrows to organize the left-to-right order of column fields in the list screen.
  5. Click the Apply button. The inventory will display only the columns that are listed in the Visible Fields list.

To create filters

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click the Filter icon next to the search bar.
    A side pane appears.
  3. Click the Apply Filter button.

    The Add Filter modal appears.

  4. Select from the available visible fields and choose an operator and value to sort your view of the list screen.
    Tip:

    Only the fields in the Visible Fields list will be available here.


    Add filter modal
  5. Click the Save button.
  6. Click the Apply button. The list screen will sort the inventories based on your defined criteria. Add additional filters to narrow your search.

To create saved views

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click the arrow next to the view selector. The OneTrust Default View will populate the default visible list as noted above.

    Default view
  3. With your filters applied and desired columns moved into the Visible List, click the Save As button.
  4. Provide a unique name for the new view of the list screen. Manage the setting to make this view public within your organization or private.

    Create view - View name
  5. Click the Create View button. The new view will be added as an option in the View Selector.

    A new view in the view selector

To manage saved views

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click the arrow next to the view selector.
  3. Click the Manage Views button.

    The Manage Views modal appears.

  4. Here you can manage default views for all users or just yourself, set your preference for public visibility, update the name, and review the applied filters and columns for each one.

    Manage views modal
  5. Click the Delete View button to remove a saved view.
  6. Click the Save button to close the modal.