View Builder of any application in Apptivo has a default set of views and also allows users to create custom views. These views are basically a mode of displaying records according to a prerequisite mentioned. In addition to creating views in Apptivo, you can also share an existing view with your team or a particular employee.
Steps to share an existing View in Apptivo
- Log into your Apptivo account and consider sharing an existing view in Contacts App. In the left pane of the Contacts App, go to My Views. You can see the list of existing views.
- Click on an existing view. The records will appear in the right pane. Select the Pencil icon to customize the view.
- The Edit View popup will appear. Here, the share with other users toggle is disabled.
- Enable the toggle to share with other users and select Update.
- You will be notified that the view is updated.
- When another employee goes to the Contacts App from his/her login, the view will be available under Shared Views.
Note: The records displayed in the view changes based on the privilege of the employee with whom the records are shared.
