The share with others function allows users to email a view. For example, a supervisor has filtered a view down to a subset of work orders that are overdue. They can send this subset to a work manager. This will provide them with the same set of work orders, but they won't necessarily be organized the same way the original user had set.
How To Share a view
Filter down the dataset to the desired subset.
Click the button. The following dialog will appear:
If desired, give the dataset a name.
Click Copy.
Note: A message might appear asking if the program can access clipboard, select Yes.
Paste this in to a notepad, word document, or directly into an email.
allows users to email a view. For example, a supervisor has filtered a view down to a subset of work orders that are overdue. They can send this subset to a work manager. This will provide them with the same set of work orders, but they won't necessarily be organized the same way the original user had set.