Share a saved view

Can I do this task?

  1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
  2. Select the view. On the Actions toolbar, click Actions, and then click Sharing.
  3. In the sharing dialog box, under Common Tasks, click Add User/Team.
  4. In the Look Up Records dialog box, in the Look for list, select the type of record you want.
  5. In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button Find button.
  6. In the list of available records, click one, and then click the Add Selected Records button Add Selected Records button to add it to the Selected records list.
  7. Click OK.
  8. In the sharing dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.
  9. Click OK.

    The saved view will show up in the My Views section of your coworker's View list.

Tips

Related Topics

Share or Assign Records and Views

Work with Advanced Find

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