Is it possible to copy existing views or charts and add them as new ones?

Article Number:040174

You can copy (duplicate) existing views/charts and add them as new ones.
To copy views and charts, you must have permission to manage apps.

Copying Views

This section describes two ways to copy views.

Operation on the App Settings Screen

On the "App Settings" screen, you can copy list views, calendar views, or custom views.
The steps are as follows.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen).

  2. Click the Views tab and then click Duplicate for the view you want to copy.
    A new view with the same name suffixed with "- Copy" is added below the original view.

  3. Click Edit for the created view and make necessary changes to its name and settings.

  4. Click Save on the upper left side of the screen.

  5. Click Update App at the upper right of the screen.

  6. On the confirmation dialog, click Update App.

Operation on the View Screen

On the "View" screen, you can copy list views and calendar views.
The steps are as follows.

  1. On the "View" screen, select the view you want to copy.

  2. Click the Filter icon.

  3. Change the filter condition and the sort setting as necessary. Then, click Apply.

  4. Enter the view name and then click OK.

Copying Charts

This section describes two ways to copy charts.

Operation on the App Settings Screen

To copy charts on the "App Settings" screen, follow the steps below.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen).

  2. Click the Graphs tab and then click Duplicate for the chart you want to copy.
    A new chart with the same name suffixed with "- Copy" is added below the original chart.

  3. Click Edit for the created chart and make necessary changes to its name and settings.

  4. Click Save on the upper left side of the screen.

  5. Click Update App at the upper right of the screen.

  6. On the confirmation dialog, click Update App.

Operation on the View Screen

To copy charts on the "View" screen, follow the steps described below.

  1. On the "View" screen, select the chart you want to copy.

  2. Click the Create Graph icon.

  3. Make necessary changes to the graph options and click Save as New Graph.

  4. Enter the chart name and then click OK.