Manage Views
Click the drop-down arrow next to Configure and click Manage Views. The Manage Views screen appears and lists the available Conga Grid views. Use this screen to do the following:
See the Save Views topic for instructions on saving views.
Load Views
Here are some different options for loading an existing view:
- Select a view from the View drop-down list in the toolbar.
- Select a view in the Manage Views screen, and click Load View.
Open Views
Follow these steps to open a selected view in a Salesforce page layout (separate from Conga Grid) for further editing or sharing:
- In the Manage Views screen, choose a view by selecting its check box.
- Click Open View.
Delete Views
Follow these steps to delete a view:
- In the Manage Views screen, choose a view by selecting its check box.
- Click Delete View. The Confirm Deletion screen appears.
- Click Yes.
Share Views
Follow these steps to share private views with other users:
- In the Manage Views screen, choose a private view by selecting its check box.
- Click Share View. This opens a Salesforce tab containing a list of all users who have access to the view.
- Click Add. The New Sharing screen appears.
- Select Users from the Search drop-down list.
- Select the users to share with from the Available list, and click Add to add them to the Share With list.
- Select Read Only or Read/Write Access from the Access Level drop-down list.
- Click Save.
Designate a Default View
A default view is the first view you see in Conga Grid when you access a Salesforce object or when you click Reset. Follow these steps to make an existing view the default view:
- In the Manage Views screen, choose a view by selecting its check box.
- Select the Default check box for that view.
- Click Save.
You can also hard-code a view to be the default view. See Hard-Code a Default View using a View ID.
