Online Help

Creating shared views

To create shared view:

  1. In the General > Shared Views section, select the object class or module for which the shared view will be created.

  2. Click New. The New Shared View and the Customize View windows open.

  3. Configure the view using the Customize View window and click Apply or OK.

  4. The New Shared View window displays a preview of the shared view you are creating. If you don't like the result, click Customize and modify the view.

  5. When done, click OK in the New Shared View window. The Save View As window opens.

  6. Enter the view name and click OK.

All new shared views remain unavailable to users until you assign them to particular user roles. For details, see Assigning shared views to security roles. Desktop App users can also create shared copies of their local views.