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Change the properties of a saved view

Created by r.saunders, last modified by r.bromley on 06 Jun 2022

Suppose you want to update the name, description or sharing preferences of a view. Follow these steps to change the properties:

  1. With a view panel displayed in the Entry listing or Advanced search screen, locate the view you want to update and press the Actions button, indicated by the triple dot icon. A dropdown menu will show.
  2. Select Properties from the menu. An Update view? window will appear.

Name and description

Change the name or description of your view to quickly identify it in the listing.

Tip: You can use emojis 😀 in the name of your view to make it stand out from the others.

Share a private view with others

To make the private view available to others, you can set the view to be shared. This requires you to be a member of a role with Share views permission.

  1. Enable the Set as shared view toggle and press Update view.
  2. A notification will be displayed confirming the update.