Making Changes Interactively
You can make changes interactively to a list or hierarchy viewpoint.
Best Practice
If you need to make mass changes to a viewpoint, it’s a best practice to download the viewpoint to Excel, make mass updates in the spreadsheet, and then load the changes to the viewpoint using a request. For more information, see Making Changes Using a Load File.
To make changes interactively to a view:
- Open the view that you want to make changes to.
- Open a draft request or create a new request.
Videos
Your Goal | Watch This Video |
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Learn about making changes with requests. |
See these topics to make changes to a list viewpoint:
See these topics to make changes to a hierarchy viewpoint: