Duplicating Views

Article Number:040606

To create a new view, you can duplicate (copy) an existing view.

Duplicating a view on the "App settings" screen

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.

Steps

To duplicate a view on the App settings screen, complete the following steps.

  1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  2. On the App settings screen, click the Views tab.

  3. Select a view to duplicate and click Duplicate.
    Screenshot: "Duplicate" is highlighted Clicking Duplicate creates a new view with the original name followed by "- Copy".

  4. Click Edit to change the view name or filter. Screenshot: "Duplicate" is highlighted

    The settings for the duplicated view can be modified on the View screen. 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. Screenshot: View's "Name", "Filter and sort", and "Save" are highlighted

  5. On the App settings screen, click Update app.
    Screenshot: The "Update app" button is highlighted

  6. On the Update app dialog, click Update app.

Reusing a view to create a new copy on the "View" screen

In addition to the App settings screen 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 requires management permissions for the app.

Steps

This section describes how to use the View screen to select a view, change the filter, and save the view as a new one.

  1. On the View screen of the app, select a view you want to copy from the list of views. Screenshots: The drop-down list to select a view is highlighted

  2. Click the Filter icon. Screenshot: The "Filter" icon is highlighted

  3. On the Filter dialog, change the filter conditions as necessary and click Save. Screenshot: The "Save" button is highlighted

  4. Enter the view name and then click OK.