Share with others

The share with others function allows you to email a view. For example, you have filtered a a view down to a subset of work orders that are overdue. You can send this subset to work manager.

To share a view, do the following,

1. Filter down your dataset to the desired subset.
2. Click the share with others button . The following dialog will appear:

   

3. Give the dataset a name.
4. Click Copy. You might get a message asking if the program can access clipboard, select Yes.
5. You can either paste this in to a notepad, word, document, or directly into an email.