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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Page View Fields

Reuse Page Fields

If there is an existing view on the same page that contains some or all the fields you want in your view, you can leverage the field list already started.

  • You must have access to the View, either because it is a System View or because you are part of a User Group that has access to it.

  1. Find the Page with the view you'd like to copy.
  2. Open the Views/Advanced Search Tool.
  3. Select the View you'd like to copy for the View drop-down list.
    Note: Users have access to their own views, System Views, and views shared with a User Group they are in.
Personal views are marked with a star. When the personal view is selected, it opens in edit mode. It can be edited, deleted, or copied.
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Last updated: July 12, 2024