How to

Share Views

Task: You want to share a specific view with one or more coworkers that need to see the same data

Prerequisites: The sharing recipient must have at or above your level of permissions (i.e. they should be able to see the same tabs you do). Also, you must have a view already created in order to share it.

Instructions

1. Navigate to your desired view for sharing

In this example – Build to order – example under Manage Production

Copy the URL

Send the URL to your recipient
Have them create a new view – Build to order – example and click Add view

When on that specific tab, have them paste the URL into the navigation bar.
This will apply the filters and columns for your view to their new view

Click Save changes

And you’re done!

Outcome: You have now successfully shared a view with another user.