Share with Others

The Share with Others function lets users send an email message to another Lucity user that contains a link to a view.

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 same set of work orders, although they aren't necessarily organized in the same way.

How To Share a View

1. Filter the dataset to the desired subset.
2. Click the button. The following dialog appears:

   

3. Name the data set, if desired.
4. Click Copy.

   Note: A message might appear asking if the program can access the clipboard. If such a message appears, select Yes.

5. Paste this link in to a Notepad note, Microsoft Word document, or an email message.