Quickly create new perspectives by using an existing view as a foundation, saving time while refining and analyzing data.
Plan Availability | All plan types |
Permissions | Solution Creators, Workspace Admins, General access and Guest Users can duplicate Views |
Related Reading |
Overview
Duplicating a Saved View allows you to quickly create a new view based on an existing one, making small adjustments without having to rebuild filtering conditions, groups, hidden fields, and other settings.
How to Duplicate a Saved View
Using the Navigation Sidebar
Open the Navigation Sidebar:
Locate the view you want to duplicate.
Click "Duplicate View":
Hover over the view you want to duplicate and click on the “…” icon
Click on “Duplicate View” from the menu
Rename the View & Set Visibility:
A pop-up window will prompt you to rename the new saved view.
Choose whether to make it Public or Private.
Using the View Action Menu
Open the Saved View:
Ensure you are in the view you want to duplicate.
Click the dropdown Icon:
Click on the dropdown icon next to the view name
Select “Duplicate View” from the menu
Rename the view and choose visibility settings.