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cynthiam
Contributor ⭐️⭐️⭐️
March 11, 2020

Ability to clone a custom view in cockpit

  • March 11, 2020
  • 3 replies
  • 79 views

I’m creating several custom cockpit views to share across my team and many have just slight modifications.  I’d love to be able to clone a custom view (when created in the CTA settings) to speed this up.  Also, it’d be great to be able to create a custom view from my personal cockpit or some other way to share across the team. 

      3 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      March 19, 2020

      Hi @cynthiam :

      Thanks for sharing this. As an admin, you can define a view & push it to all/some of your users in Gainsight NXT. Unfortunately, we do not have plans to bring this capability to the SFDC edition for now

        C
        cynthiamAuthor
        Contributor ⭐️⭐️⭐️
        March 19, 2020

        Hi @cynthiam :

        Thanks for sharing this. As an admin, you can define a view & push it to all/some of your users in Gainsight NXT. Unfortunately, we do not have plans to bring this capability to the SFDC edition for now

        Hi there, thanks for the response.  To clarify, we are already using the existing functionality on NXT and the request is the ability to clone one that was created or do a “save as” (in the CTA settings) to get a new one started with similar fields and filters quickly.  Then push those out to users as needed.  

        bradley
        bradley
        Expert ⭐️
        September 18, 2023

        would like the ability to clone an admin view as well!

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