To create a new view, you can duplicate (copy) an existing view.
You can duplicate List, Calendar, and Custom views. You cannot duplicate the views "(All fields)" and "(Assigned to me)".
Duplicating views requires management permissions for the app.
Duplicating a View on the App Settings Page
To duplicate a view, use the following procedure:
Click Settings in the upper right of the record list screen of the app.
Go to the Views tab and then click Duplicate. Clicking Duplicate creates a new view with the original name followed by "- Copy".
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.
Click Update App in the upper right.
The view has been successfully duplicated.
In addition to the app settings page described above, the record list screen also allows you to reuse (copy) an existing view to create a new view. The record list 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 record list 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 Record List Screen
- In the "Record List" screen of the app, select a view you want to copy in "Views".
- Click the Filter icon .
If necessary, change the filter condition and click "Save".
Enter the view name and then click "OK".