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.
Ability to clone a custom view in cockpit
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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@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.
would like the ability to clone an admin view as well!