Copying shared views
You can create a new shared view by copying an existing shared view.
To copy a shared view:
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In the General > Shared Views section, select the object class or module for which the shared view is created.
NOTE: You can also access the list of shared views for a particular object class in the Workflow and Business Logic > [Module] > [Object Class] > Shared Views section.
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Select the view to copy on the list.
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Click Copy. The Copy View As window opens.
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Enter the view name and click OK. The Shared View [View Name] window opens, where you can preview a subset of actual data with the source view applied.
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Click Customize. The Customize View window opens.
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Configure the view using the Customize View window and click OK.
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When done, click OK in the Shared View [View Name] window.
All new shared views remain unavailable for users until you assign them to particular user roles. For details, see Assigning shared views to security roles.