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Duplicate a User View
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Prerequisites
You can only perform this function if you have the following Role applied to your User identity: Policy Role - List View Edit
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It is often easier to create a new user view by duplicating an existing view, making minor changes to it, and then saving it using another name.
To duplicate a user view
- Select the List View you intend to duplicate by using the drop-down list of the View button.
- Open the List View Designer using the View part of the View button.
- Click Duplicate to duplicate the currently displayed view. The duplicated view has the text <New Record>at the top left of the form.
- Overwrite the List View Name with a new name.
- Click Save & Apply. The List View Designer closes and your duplicated view is applied.
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