Copying a view configuration to another view
  • 06 Jul 2022
  • 1 Minute to read
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Copying a view configuration to another view

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There are many things you can do to customize a view, such as:

If you've configured a view in a certain way—for example, by applying filtering conditions, sorts, and groups—you can take that view configuration from one view and apply it to another view.

To copy a view configuration from another view, click on the ellipsis (...) button in the view bar, then select the Copy another view's configuration option.

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This will bring up a dialog box from which you can choose various configuration elements to copy over from another view.

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Use the Choose a view dropdown to pick the target view from which you would like to copy configuration options:

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Then, select the configuration options you'd like to copy over and click the blue Copy configuration button.

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This will apply the selected configuration options to the active view.

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The different view configuration options that can be copied vary depending on view type. For example, since calendar view doesn't have grouped records, you can't copy groups to or from a calendar view.

Note that you can only copy view configurations from views within the same table at this time.


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