Copy a view - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

You can copy a view to create a new view with the same conditions, filters, column layout, and security settings. To copy a view, perform the following steps.

You cannot copy a task view.
  1. In Management Console, in the left pane, click Views.
  2. On the appropriate tab, select the view definition and click Copy.
    To view records functionality, you must install a Records Manager license.
  3. In the Copy View dialog box, type a name and optional description for the new view.
  4. Optional. To copy public filters associated with the original view definition, select the All public filters check box.
  5. Optional. To copy users and the view privileges associated with the original view definition, select the All users and their privileges check box.
  6. Optional. If you included users and you also want to copy any private filters created by those users, select the Private filter for users check box.
  7. Click OK.
Modify the view in View Designer to define conditions, column layout, filters, and view security.