Updating an existing screen view

To update an existing saved screen view:

  1. Navigate to the screen view you want to update by selecting the applicable screen view from the Saved Views menu.
  2. With the screen view you want to update displayed, make the filter criteria changes.
  3. Select Saved Views > Create/Update view.
  4. Select Update an existing view.
  5. If applicable, change the view name and description in the Name and Description fields respectively.
  6. Click Save.
    • The filter criteria changes to the screen view are saved.
    • If you made changes to the screen view name, the updated name is reflected in the list of screen views.