Share with Others - View

The Share with Others function enables users to share the current View with other EAM users with a link, allowing them to see the same dataset in a module view.

Important:  Share with Others is also available from Forms to share a Form. To share a view, select the Share with Others button in the module toolbar. More information about Share with Others - Form.

Example:  A supervisor has filtered a Work Order view to subset of records that are overdue. The supervisor uses the Share with Others function to send a link to this View to a work manager via email. The manager sees the same set of Work Orders, although they are not necessarily organized in the same way.

  1. In a module View, filter the dataset to the desired subset.
  2. Select the Menu Circle with 3 horizontal lines menu icon button

  3. Select the Share with Others button. The following dialog appears:

  4. Name the data set, if desired.
  5. Select Copy.
    • A message may appear asking if the program can access the clipboard. If such a message appears, select Yes.
  6. Paste this link into a Notepad note, Microsoft Word document, email message or other form of communication you can share with another EAM user. A user can enter this link into a web browser to access this shared View.
  1. Open a new internet browser window or tab.
  2. Paste the Shared View URL into your web browser's address bar.

  3. Press Enter on your keyboard.

    Note:  This action may vary depending on your device or browser.

  4. The browser page displays the message Routing In Progress. When routing is complete, your browser opens the View:
    • If you have EAM open in another browser or browser tab:
      • The page will display the message Routing Successful - You can close this window at any time.
      • Return to the open browser or tab containing your current version and session of EAM. The shared View is now open in a new tab in EAM.
    • If you do not have EAM open in another browser or browser tab:
      • The browser tab on which you entered the URL opens the shared View in EAM.