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Status Future consideration
Workspace PS Web App & Platform
Categories Custom Fields
Created by Guest
Created on Apr 25, 2019

RELATED IDEAS

Set Default Views at Portfolio Level

It would be beneficial to be able to adjust the default view portfolio-wide, especially on RFI list view, as a starting point for users. This would promote better efficiency from the onset and allow the list view to function as a dashboard.

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  • Mark Livolsi
    Reply
    |     Mar 28, 2024

    Looked into this today as we try to create a workflow that includes the ability to VOID Records as our Users do not have permission to Delete as there is no recovery for this. Being able to adjust the Default View would allow us to hide those Voided Records while not completely deleting them.

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