Duplicating Views
To create a new view, you can duplicate (copy) an existing view.
You can duplicate List, Calendar, and Custom views. You cannot duplicate the "(All fields)" and "(Assigned to me)" views.
Duplicating views requires management permissions for the app.
Duplicating a View on the App Settings Page
To duplicate a view, perform the following steps:
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Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
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On the "App Settings" screen, click the Views tab.
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Select a view to duplicate and click Duplicate. Clicking Duplicate creates a new view with the original name followed by "- Copy".
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Click Edit to change the view name or filter. The new copy has the same configurations as the original view and you can change the configurations as needed. In this example, change the view name to "Customer Rank B" and the filter to 'B'. Complete your changes and then click Save in the upper left.
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Click Update App on the upper right of the screen.
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On the confirmation dialog, click Update App.
The view has been successfully duplicated.
In addition to the app settings page described above, the view screen also allows you to reuse (copy) an existing view to create a new view. The view screen allows you to reuse List and Calendar views.
Reusing views to create new views also requires management permissions for the app.
The following describes how to use the view screen to select a view, change the filter, and save the view as a new one.
Reusing a View to Create a New Copy on the View Screen
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On the view screen of the app, select a view you want to copy from the list of views.
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Click the Filter icon.
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Change the filter conditions as necessary and click Save.
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Enter the view name and then click OK.