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This section covers how users can take a screenshot of a Card View of their business processes.
Click on the camera icon located on the right of the Card Builder to download a PNG of the current view.
After clicking the screenshot button, a PNG of your card view will be downloaded and look like the one below:
Saving a Matrix View
The current view, with any filters applied, can be saved to be accessed again at a later date by clicking the 'Save This Card View’ button within the Card Builder Menu.
Saving your Card view is quick and easy to do, simply add the name of the view that you have created, choose who you wish can access the saved view (Just Me, My Organisation or Global), add an optional Description and then save.
Load a Saved View
You can reload a previously saved Matrix view by clicking "Load a saved Card View" from the Card Builder Menu.
Then all of your saved cards will appear, simply select Load for the view that you wish to load up and your previously saved view will appear on the screen.
If you wish to delete a saved view, you can press the 'Delete' button on the load panel, then press 'OK' on the pop up.
When loading saved views it is possible to search for text to make it easier to locate the required view. This can be accessed by clicking the relevant column heading which will display a search box.
