A View refers to the display format of a list of records. It will display specific fields and filtered records depending on the needs of your team. Those with permission to manage an app can quickly duplicate previously created views to display the same fields and similar filtered settings. 

How To Duplicate an App View:

  1. Select the view you'd like to duplicate and click the filter icon.
  2. If necessary, change the filter and sort conditions.
  3. Click Save.
    • Please note, you will not have the option to save if you aren't an administrator for the app.
  4. Enter the name of the new view and click OK.

For a step by step walk-through, check out the short video below!

 

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