Locking summary view layouts for other members
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Tim Chung
Currently, Summary view is a personal view and some workspace needs a view that is same for all users.
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M
Maria Steger
John Furneaux
The UI suggests that it is possible to lock summary views for other users - and it used to work, but now it doesn't.
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John Furneaux
Maria, when you save a summary view for everyone, what happens that you don’t expect? A quick example of what you save and what another person sees would help us check what’s broken.
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Maria Steger
John Furneaux
I have been in touch with your support team - a big shoutout to Alina Domaratska. They have fixed the issue, and "Save filters for everyone on this tab" is working again.
There is one thing we noticed, though: our team members had to fully reload the app before they could see the updated filters. Simply switching to another tab and then coming back to the tab where the filters had been changed did not update their view. They continued to see the configuration from before the changes.
I was told that only the primary tab behaves differently: on this tab, filters are not shared with other users. I believe the plan is to add a warning pop-up to make this clear.
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April Lowenberg / 27
Any action on this? I think this could go hand-in-hand with column/sorting presets. Having global summary views that don't change every time someone opens them would be lovely!
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Jaclyn Wilson
This would be very helpful. Right now if we create a new summary view, we have to train people on how to use it.
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Caitlin Luedke
We have Summary Views for each Label filtered by different Statuses (e.g. In Progress and QA). When there are no more actions in the QA Status, the filter gets removed. When an action is added back to the QA Status you must reselect that filter option from the dropdown. I believe being able to lock summary view filters will help resolve this.
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Daniela Ramos
Yes, the current framework create a lot of confusion as each users can enable/disable filters and view different versions of summary views.