Copying a View

Use the Save View As option to save a copy of information from a selected view, creating a new view. You will also have the option to save the new view as a or a private or shared view.

To copy a view as a shared or private view, do the following:

1. Select a view on the navigation panel and do one of the following:
• Click Save View As in the Create group on the Views tab.
• Right-click and select Save View As from the menu.
2. Enter a name for the new view. Names must be unique in each folder.
3. Enter general information about the view. Explain the window components.

Component	Description
Description	Enter a description for the new view.
Type	If needed, change the view type.
Allow others to edit/delete this view	Select to allow other staff to edit or delete a shared view, provided the other staff have assigned rights to do so. This option is available for shared views.

4. Click OK to save your changes.

The new view is saved in the same folder as the original view; however, you can drag the new view to another folder location within the active navigation panel area.