Dynamic View - Clone View?

ker9

Hi, it appears that it is not possible to clone a Dynamic View - is that correct?

I want a view for Management and a view for staff, and the only difference is one field. It should not show in the Staff view.

Andrée Starå

Hi,

Yes, unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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ker9

Thanks for the response, and enhancement request has been submitted.

Andrée Starå

Excellent! (I'd love to have this as well)

Happy to help!

Mark B.

Any chance this has been implemented in the past 20+ months since this feature was requested?

James Fischer

I tried it just today with an enterprise license and it is not possible.

Andrée Starå

Hi @James Fischer @Mark B. @ker9

I hope you're well and safe!

This is possible now and has been for a while.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mark B.

Thanks for the update!

It should be mentioned that the "Save as New" link appears in the upper-right of the settings page, but ONLY for the Owner of the Dynamic View.

Andrée Starå

@Mark B.

Happy to help!

Yes, that's correct. You have to be the owner.

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James Fischer

The issue is that I cannot clone a DV and then switch the report source data. I have a large dataset I'd like to filter using a report as the source for my DV. If I can create the same result using a filter in the master grid, then I can simply Save as New and switch the filter, but if I need the added capability in a report filter set to properly capture my data to be displayed on the DV, I can't just switch the source data in DV.