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exporting views to other users

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Hi

Is it possible to export/copy a view to  a group of people and at the same time make that their default view? I know how to do the first part just not sure if its possible to then make it their default.  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: exporting views to other users

    HI BB1983

    "So if I wanted it to be a view just for a select view I would either have to find a role they all had in common or create a new role just for the personalization?"

    This depends on the scenarios and number of views. It would be insane to create 100 security roles just for copying the personalization and have the view marked as standard. Finding a role in common for sure makes sense.

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: exporting views to other users

    Hi BB1983 

    Yes, That's right. System allows you to copy publish the views to specific role instead of specific user. In example, you can personalize sales order view after removing unnecessary fields and publish it to roles "Salesperson" with default view.

    Please let us know if this helps.

    Thanks,

  • BB1983 Profile Picture
    BB1983 176 on at
    RE: exporting views to other users

    Hi

    So if I wanted it to be a view just for a select view I would either have to find a role they all had in common or create a new role just for the personalization?

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: exporting views to other users

    Hi BB1983 

    You can publish the views to multiple person using the following process:

    pastedimage1683811875176v1.png

    You can publish this view and also make it default for multiple user having same roles or roles selected at this time.

    Please let us know if this helps.

    Thanks,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: exporting views to other users

    Hi bb1983,

    An addition to the reply from Alireza. When publishing the saved views, you can make it the default view for the users whereas if you copy to users, you can't.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,539 Super User 2025 Season 1 on at
    RE: exporting views to other users

    Hi bb1983,

    You can share a saved view in two ways: by either copying it to individual users or publishing it to security roles.

    You can export and copy views from System administration > Setup > Personalization

    pastedimage1683651571748v1.png

    For more info please check learn.microsoft.com/.../saved-views

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