Upland Community Login | Fr

Copying a View

This article covers how to copy a view in the Project List page.

Version Note: The view copy functionality is available as of Tenrox 2019 R1.

1. Access Project List

Access Project List
  • Click Project List from the Icon Bar.

2. Click View

  1. Click the expand arrow on the right of the current View name.
  2. The list of all available options are then displayed in the list.

3. Click Edit Details

  • Click the Edit Details button.

Note: Selecting Edit Details will allow the logged user to edit the details of the current View only.

4. Click Copy

  • Click the Copy button.

5. Make any Necessary Changes

  1. Edit the Name of the copied View.
  2. Edit the Description of the View.

Note: When entering a View Name note that:

  • Two different users can have the same Private View name.
  • A User’s own View names must be unique.
  • Public View names must be unique.
  • All Projects View is unique.

6. Click Save

  1. Click Save.
  2. Upon saving the view the Views page will refresh and the newly created view will appear on the left pane.
  3. On the Details tab you now have the option to choose:
    1. Public: When selected the View is available to all who have the proper rights to the Project List.
    2. Hidden: When selected the View is not visible/available in the View list.
  4. New Tabs will appear where further modifications can be made to the view such as:
    • Adding/removing Columns. For more information on how to add/remove columns click here.
    • Adding/removing Expanded Rows. For more information on how to add/remove Expanded Rows click here.
    • Adding/removing Filters. For more information on how to add/remove Filters click here.

Note: All settings within the Columns, Expanded Row and Filters tabs are copied from the original View.

7. Click Back to return to the Project List

  • Click the Back button to return to the Project List page.

Menu