# Renaming workbooks, custom views and web authoring

*Tableau Server Administrator Study Guide · Administration · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/tableau-server-administrator/administration/renaming-workbooks-custom-views-and-web-authoring*

How end users rename published workbooks, save and maintain custom views (the 2022.3 URL change, content changes that break them, deletion side effects), and edit views on the web: the site web authoring setting, finishing or abandoning an editing session, Edit in Desktop and supported clients.

- Certification: Salesforce Tableau Server Administrator
- Exam section: Administration
- Study guide: https://www.certifyforce.com/study-guide/tableau-server-administrator

**Official exam objective:**

> 3.4 End-user Abilities; 3.5 Understand: 3.5.1 Table recommendations; 3.5.2 Publishing views and data sources; 3.5.3 Renaming a workbook; 3.5.4 Interacting with a view via the Web; 3.5.5 Web authoring & editing; 3.5.6 How to share views; 3.5.7 Data Source Certification; 3.5.8 Extract caching.

## What the exam expects

- Rename a published workbook in place and know what revision history does and doesn't record.
- Create, share and delete custom views, and predict what happens to them when the original content changes or is deleted.
- Explain when a change to a site's web authoring setting takes effect.
- Choose the right way to finish a web editing session: discard, save, save as new, or continue in Tableau Desktop.
- Identify which clients support editing views.

Key terms:
- **Custom view:** a saved shortcut to a state of interaction (filters, sorting, selected marks) on a published view.
- **Web authoring:** editing published views in the browser, controlled per site and by the Web Edit capability.
- **Revision history:** saved versions of a workbook or data source created each time it is published.
- **Edit in Desktop:** a web authoring toolbar option that opens the workbook in Tableau Desktop 2021.2 or later.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Rename path | More actions menu, Rename | [Features Introduced in Previous Versions](https://help.tableau.com/current/online/en-us/whatsnew_previous_versions_online.htm) |
| Rename and revisions | Renames aren't saved in revision history | [Best Practices for Published Data Sources](https://help.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm) |
| Custom view URL, 2022.3 | Usernames replaced with IDs; bookmarks redirect | [Use Custom Views](https://help.tableau.com/current/server/en-us/customview.htm) |
| Deleting a custom view | Also deletes its subscriptions and data-driven alerts | [Use Custom Views](https://help.tableau.com/current/server/en-us/customview.htm) |
| Deleted filter | Custom view stays filtered with no control | [Maintain Content with Custom Views](https://help.tableau.com/current/pro/desktop/en-us/customview_update.htm) |
| Web authoring default | Enabled for all sites | [Set a Site’s Web Authoring Access](https://help.tableau.com/current/server/en-us/web_author_enable.htm) |
| Turning web authoring off | Restart for immediate effect; otherwise cache expiry or sign-out | [Set a Site’s Web Authoring Access](https://help.tableau.com/current/server/en-us/web_author_enable.htm) |
| Discard edits | File > Close | [Edit Tableau Views on the Web](https://help.tableau.com/current/pro/desktop/en-us/web_author_build_view.htm) |
| Edit in Desktop | Desktop 2021.2 or later; return with Server > Publish Workbook | [Edit Tableau Views on the Web](https://help.tableau.com/current/pro/desktop/en-us/web_author_build_view.htm) |
| Supported editing client | Desktop web browser only | [Edit Tableau Views on the Web](https://help.tableau.com/current/pro/desktop/en-us/web_author_build_view.htm) |

## Check yourself

- Why might the Save Custom View button be missing from a view's toolbar?
- When is Make visible to others unavailable while saving a custom view?
- How can a server administrator see which sites allow web authoring?
- What happens to a custom view defined by a default value when that default changes?

## Sources

- [Edit Tableau Views on the Web](https://help.tableau.com/current/pro/desktop/en-us/web_author_build_view.htm)
- [Set a Site’s Web Authoring Access and Functions](https://help.tableau.com/current/server/en-us/web_author_enable.htm)
- [Use Custom Views](https://help.tableau.com/current/server/en-us/customview.htm)
- [Maintain Content with Custom Views](https://help.tableau.com/current/pro/desktop/en-us/customview_update.htm)
- [Best Practices for Published Data Sources](https://help.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm)
- [Features Introduced in Previous Versions of Tableau Cloud](https://help.tableau.com/current/online/en-us/whatsnew_previous_versions_online.htm)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Tableau Server Administrator pack (USD $19): https://www.certifyforce.com/practice-exams