Copy personal and standard views
- Last UpdatedDec 27, 2023
- 1 minute read
Users can make a copy of any view. This feature allows users to make an exact copy of an existing view so that they can use the filters and conditions used in the original view as a basis for a new view.
Note When a view is copied, all the properties of the original view are replicated exactly. However, all copied views automatically become personal views.
To copy a view:
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Navigate to the required page.
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Click the Current View button and select Manage Views from the menu.
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Click the
icon next to the name of the view you want to copy.
A warning message is displayed.
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Click OK.
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A confirmation message is displayed. The copied view is applied to the register.
To edit the copied view, click the
icon. See Edit personal and standard views for more information.