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Pipeline View Transfer

Features​

Great pipeline views are worth sharing! If you have a user that has created a custom pipeline view that is worth sharing with others, this tool will allow you to transfer that view to another user. 🎉

Video Tutorial​

Setup​

  1. In Encompass
  2. Click on the Settings Menu
  3. Expand the Community Menu
  4. Click on PluginManagement

Community Plugin Menu

  1. Enable the PipelineViewTransfer tool
  2. Provide either All Access or more fine grained access by persona or individual user accounts.

Usage​

  1. In Encompass
  2. Click on the Settings Menu
  3. Expand the Community Menu
  4. Click on the PipelineViewTransfer option:

Pipeline View Transfer Menu Option

  1. The Pipeline View Transfer tool will open:

Pipeline View Transfer Tool

  1. In the User Transferring From dropdown, select the user that you want to transfer the view from.

From User Dropdown

  1. In the User Transferring To dropdown, select the user that you want to transfer the view to.

To User Dropdown

  1. Finally, to transfer the view, click the transfer button:

Transfer Button