Clone Views

• Template Views: When you’d like to use an existing Views as starting points for other Views.
• Iterative analysis: Make small changes to filters and compare employee performances across two or more Views.
• Collaboration: Admins might want to have the same View with both, shared and private, visibility settings.

Cloning an existing View

• Step 1: From the left panel on your current page click on the ⚙️ Manage Views button. The Manage Views section would pop up.
• Step 2: From the list of all saved views, that should now be on your screen, navigate and find the one you wish to clone.
• Step 3: Once you’ve located the View you wish to clone, click on the ︙ (three dots) button against your desired View in the list.
• Step 4: From the list of options that now appear, click on the 📃 Clone button.
• Step 5: A window titled “Cloned View Filters” should appear. Here you can edit your Cloned View before saving. Select characteristics based on which you would like to filter user groups. For a list of filters please refer here.
• Step 6: When you are satisfied with the selected filters, click on Apply & Save to save the user group as a new view on Mesh.
• Step 7: A new window titled “Save Your Cloned View” should appear. Here you can set and view the following -
• • Name: Give your Cloned View a new and interesting name.
  • Visibility: Edit visibility for your Cloned View to either Private or Shared. The View is Private by default.
  • View Type: Set View type to either Static or Dynamic. The View is Dynamic by default.
  • User Filters: To assist you in naming the View better, you can refer to the filters applied in the said View. This should help you think of a suitable name for the Cloned View quickly.
• Step 8: Once you’re satisfied with the above fields, clicking on Save View button would save the Cloned View for you.
• Step 9: Done! You should get a confirmation prompt on your saved View. Your new view is now created and applied. You can also access the newly created view from the left panel under the VIEWS section.