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.
