locked
Share Saved Advanced Find View RRS feed

  • Question

  • How do a share a saved Advanced find view with my colleague?

    Thursday, August 11, 2016 1:50 PM

Answers

  • Click on Advanced Find to open the Window.  The click Saved Views. Select the checkbox for th view you wish to share, The click click the SHARE icon in the ribbon bar.  On the left navigation pane, click Add User/Team. That opens a lookup window to make your selection.  Make sure you give the new user the proper permissions prior to closing the share window.  

    Thursday, August 11, 2016 1:54 PM

All replies

  • Click on Advanced Find to open the Window.  The click Saved Views. Select the checkbox for th view you wish to share, The click click the SHARE icon in the ribbon bar.  On the left navigation pane, click Add User/Team. That opens a lookup window to make your selection.  Make sure you give the new user the proper permissions prior to closing the share window.  

    Thursday, August 11, 2016 1:54 PM
  • Thanks, no how do I close out this ticket.. LOL

    Thursday, May 4, 2017 1:48 PM