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  • 1.  Custom Views

    Posted Mar 15, 2019 08:14 PM

    Is it possible to share a custom view I've created in my clarity?  For example, when I click on home - portfolio management - idea, the listing that comes up, I've customized the columns I want to see on that screen.  Can I share that with another group or does it need to be customized for each user that wants to see those columns?

  • 2.  Re: Custom Views
    Best Answer

    Posted Mar 17, 2019 04:25 AM

    If it is an object list view or properties view there is no way to share that to a single user (publishing a view will share it to all if the admin configured it).

    The view is in the system and can be XOGed out and  identified. In theory you could modify the ID to replace a view customized by another user. Sounds like a pain and I have never tried.

    Either make it the system view or let those interested each configure it manually.

  • 3.  Re: Custom Views

    Posted Mar 18, 2019 08:04 AM

    Thank you, that's what I thought.