Duplicating Views

Article Number:040606

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:

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the app's "View" screen), then click the Views tab.
    Screenshot: The "App Settings" icon is outlined in red

  2. Select a view to duplicate and click Duplicate. Screenshot: "Duplicate" in the "Views" tab of App Settings is outlined in red Clicking Duplicate creates a new view with the original name followed by "- Copy".

  3. Click Edit to change the view name or filter. Screenshot: The duplicated view in the "Views" tab of App Settings is outlined in red 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. Screenshot: On the screen for editing a view, the view name, "Filter and Sort" section, and "Save" button are outlined in red

  4. Click Update App on the upper right of the screen.
    Screenshot: The "Update App" button in App Settings is outlined in red

  5. 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

  1. On the view screen of the app, select a view you want to copy from the list of views. Screenshot: The view selection dropdown on an app's "View" screen is outlined in red

  2. Click the Filter icon. Screenshot: The "Filter" icon on the "View" screen is outlined in red

  3. Change the filter conditions as necessary and click Save. Screenshot: "Save" on the "Filter" screen is outlined in red  

  4. Enter the view name and then click OK.