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    Ability to copy a view and configure the filter

    ✭✭✭
    edited 09/13/23 in Add Ons and Integrations

    It would be great to be able to copy a view and just change the filter or even the source sheet as well and not have to recreate all of the form logic that can get quite complex. Is this a feature that will be coming soon?

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    Best Answers

    • ✭✭✭✭✭✭
      Answer ✓

      Hi @Sharon Fernandes

      I have made that request as I find exactly the same. A complete pain to do.

      If you could also make the request that would really help

      Feature Request

      Thanks as I could really do with this as well :-)

      Many thanks

      Purnima

      Purnima Gore

      Cierr Limited

      Your Time is Important, you want to Stay on Track, We can help you use the Right Tools

      https://www.cierr.com

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    • Employee
      Answer ✓

      Hi all!

      We recently launched the "Save as New" feature in Dynamic View. You have to be the owner of the view to see the feature. It can be found at the top right on the Settings page. It will create a copy of the DV with the same source sheet/report, but won't copy the sharing info. You can't change the source just yet but can change filters or any other config items.

      Hope this helps! Let us know what you think if you have tried it out.

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    Answers

    • ✭✭✭✭✭✭
      Answer ✓

      Hi @Sharon Fernandes

      I have made that request as I find exactly the same. A complete pain to do.

      If you could also make the request that would really help

      Feature Request

      Thanks as I could really do with this as well :-)

      Many thanks

      Purnima

      Purnima Gore

      Cierr Limited

      Your Time is Important, you want to Stay on Track, We can help you use the Right Tools

      https://www.cierr.com

      · Share on FacebookShare on Twitter
    • Employee
      Answer ✓

      Hi all!

      We recently launched the "Save as New" feature in Dynamic View. You have to be the owner of the view to see the feature. It can be found at the top right on the Settings page. It will create a copy of the DV with the same source sheet/report, but won't copy the sharing info. You can't change the source just yet but can change filters or any other config items.

      Hope this helps! Let us know what you think if you have tried it out.

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    • ✭✭✭

      I’ve tried it and it’s really helped to save a ton of time already. The feature to change the source would be very welcome so hope to see that soon.

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