Views - How do you COPY an existing one?

[Guest TrishaRush]

I have created a view and I want to copy it by selecting MAKE A COPY... but this doesn't seem to do anything - perhaps I'm missing something - can anyone help please?

 

Forum - Copy a View Issue.docx

[Victor]

@TrishaRush as far as I know it creates the copy is just you don't get a visual feedback on the copy action...have another look in the views list, is there a copy of the view?

[Guest TrishaRush]

No, nothing listed I'm afraid.

[Victor]

@TrishaRush just had a quick look at this functionality, I was a bit wrong (or incomplete) in my statement, apologies 

What should happen is that when you click on "Make Copy", it creates the copy and activities straight away... So following your example, you are currently viewing "Test - Incidents raised YESTERDAY"... when you click on "Make a copy..." the view title changes (or should change) to "Copy - Test - Incidents raised YESTERDAY". You should now be able to make  whatever changes you need in teh copy (if any needed) and click on "Save" button. At this point you should have the copy in your view list...

[Guest TrishaRush]

I still can't work this out

Sometimes when I click Make a Copy a copy is made and sometimes it is not. I haven't found a pattern to this.

Originally it seemed that you couldn't make a copy unless you had only just created the view (and not closed the form) but when I try and prove that I can't! It seems totally random.

[Victor]

@TrishaRush just to confirm, this is how the view and copy functionality should work:

For example, the existing view named "Test":

When you click "Make a copy..." button, this should be displayed (below screenshot). At this point the copy should also be available in the view list...

We need to understand the circumstances when this is not working to be able to find if there is a defect here

[Guest TrishaRush]

Thanks for your reply - the issue is that sometimes this does not work (i.e. a copy is NOT made) and sometimes it does work but I haven't worked out what the circumstances are. It feels like it's random and I know that it should be logical (and that's why it's so puzzling!). I will try again next week to see if I can work out what the circumstances are and I'll update this topic.