Creating a custom view from a System view

You can create a custom view by making a copy of a system or custom view and modifying the new view.

About this task

The source view and the new custom view must be for the same view type and the same object type, for example, both views must be task views for Issues.

Procedure

  1. Click Open Administration menu Administration menu > Solution Configuration > Views.
  2. On the list of views, click Include system views.
  3. Click New View.
  4. Define the information for the new view.
  5. If you started creating a new view by clicking Copy view in View Designer, Copy from view doesn't appear and you can continue to the next step.
    In Copy from view, click Select a view to start with a base view that you can modify. If you do not select a view to copy from, the new view is empty with just the minimum properties.

    You don't have to copy from the same type of view that you want to create. For example, you can choose to copy from an Admin View even if you want to create a Task View. When you copy from a different view type, only compatible sections are copied to the new view. For example, not all view types have a Parent and child relationships section.

    1. Click the Filter by drop down and select the type of view that you want.
      You can also use the search to find a specific view.
    2. Select the view that you want to copy from.
    3. Click Select.
  6. Enter a description.
  7. Click Create.
    The View Designer opens with the layout of the source view.
  8. Change the view as needed.