Cloning and Exporting Custom Entity List Views
Users can clone List Views to create a modified List View. List Views can also be exported as Excel or PDF files.
Requirements
To configure List Views for Entities, users must be assigned a security role with the following permissions:
- All Entities, desired Entity: Read
- All Entities, desired Entity, List View Settings: Export to Excel or Export to PDF
- Tab Settings, desired Entity: On or Hidden
- App Settings: App with the desired Entity must be Visible
- The List View must be created.
To clone list views:
- Go to the Entity in which the List View exists.
- Click Views and then select the List View you want to clone.
- Click + > Clone View.
- Rename and modify the List View if you want.
- Click Save to clone the List View.
To export list views:
- Go to the Entity for which you want to export List Views.
- Click Views and then select the List View you want to export.
- Click Export and then select one of the two export output options:
- If you want to export the List View as a spreadsheet file, select Export To Excel. The exported file should be downloaded to your computer.
- If you want to export the List View as a PDF file, select Export to PDF. The exported file should appear in a new browser window. Remember to save the file to your computer.