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Copy a View to a Different User

Have a SPoC copy the entire view to create a new view and make you the user so you can further edit.

  • You must be a SPoC to do this.
Note: Not all views created are able to be edited using the Advanced View Tool. If the view includes certain SQL logic, it must only be edited in the System Setup area.
  1. Go to System Setup > Page Views.
  2. Open the View record.
  3. Click Copy.
  4. Click Edit.
  5. Change the user and/or User Group.
  6. Click Save.