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exporting views to other users

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Posted on by BB1983

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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.

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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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

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

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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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.

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Gaurangkumar Jani 4,534 User Group Leader on at

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Hi BB1983

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

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,

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BB1983 184 on at

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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?

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Gaurangkumar Jani 4,534 User Group Leader on at

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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,

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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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.

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