How To Save Web Views

To save a display view, you can create a new view or edit an existing Desktop View.

1. Customize your list view.
   • For help customizing your list view, see Desktop List Views.
2. Click the dropdown next to your views and select the view you would like to copy.
   • In the dropdown, the copyable views can be found under the Desktop View tab.
     
     
3. Click Copy as Web View.
   • The first time you click this shortcut a tutorial will display walking you through the process of customizing and saving your display views.
     • The process takes you through the full cycle and utilizes Copy as Web View under the dropdown in the first step.
       
4. In the Save View As popup, enter your choice of the following:
   • View Name: Enter the desired name.
     • If you choose not to assign the view a new name, this means you are opting to overwrite your current view.
   • Type: Choose whether this is a User view or a Global view.
     • User views are only available to you.
     • Global views are available to all users.
   • Make View Default: Check this if you want the view you are saving to be your Default view.
     
     
5. Click Save.

If you would like to understand the difference between Global and User views, see Global and User Views.