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Save and share views

With the Save views functionality in Bulk Object Updater (BOU), users can create a view for themselves. Administrators can create and share a view with other roles and users.

ClosedSave new view

  1. In BOU, specify filtering values for Project Templates, Organization Units, Template Tasks, and other filtering criteria you want to use.

  2. Click Search.

  3. In the upper-right corner of the page, click Save View.

    The Save New View dialog opens.

  4. In the Save New View dialog, enter a name for the saved view.

  5. Click Save.

ClosedShare views

To share a saved view, you must have the administrator role.

  1. In BOU, specify filtering values for Project Templates, Organization Units, Template Tasks, and other filtering criteria you want to use.

  2. Click Search.

  3. In the upper-right corner of the page, click Save View.

    The Save New View dialog opens.

  4. In the Save New View dialog, enter a name for the saved view.

  5. Select Assign views to Roles, Users.

    The option expands and allows you to search and select roles or users.

  6. Select the roles or users you want to share the view with.

  7. Click Save.

ClosedSee your views

  1. In View, expand Select a View.

  2. Click My views.

    The view list appears.

ClosedSee shared views

  1. In View, expand Select a View.

  2. Click Shared views.

    The view list appears.

    Users who don’t have the administrator role can see shared views but cannot delete them.