Share a View
Some pages support sharing a copy of a personal view with other users. When you share a personal view, the copy is saved as a Shared view, which you can share with active users who need access to the same page layout.
The Shared view category also includes views that other users have shared with you. Only the view creator can modify or delete a view that they have shared. Views that other users have shared with you display the creator’s username beside the view name.
To share a personal view:
- Navigate to a page, and then select
Settings. - In the Manage Views panel, expand Personal.
- Beside the view that you want to share, select the
Context menu, and then select Duplicate to Shared. - In Shared views, select the view name to rename it, and then grant access to other users.
- Select the Access tab.
- Select Assign.
- In the Assign Users dialog box, double-click a user name to move them to the list of Selected Users with whom you want to share the view.
- Select Assign.
- Select Save to save the view.
- Select Apply to apply the view.
Tips
- You can save a Shared view without adding users. If the view hasn’t been shared with any users,
appears beside the view name. - In the Context menu, copy a shared view and save it as a new view that uses the same layout as a starting point for additional changes. You can copy views that you shared and views that other users shared with you.