Filter records displayed by Workplace and Current User
I would like to be able to change the records that are can be viewed by the workplace that the section is viewed in and/or the current user role. For example, if the section, Requests, is viewed by Product Quality Engineers in Product Qualification, I would only want to display Qualify a Product requests.
Do you like this idea?
Dear Janine,
Could you please give us some more details on your idea? Do you want display only those records in the section that are on some particular stage? Thank you for more details in advance.
Looking forward to your reply.
Dean
Dean Parrett,
Whenever a user views records in a section, I would like to be able to filter the records that they can view by the Workplace they are viewing and their role. It is irrelevant to the status of the record, but being able to filter by record fields and user characteristics would be helpful. I would like sections to look different depending on who is viewing them and where they are viewing them, rather than having to rely on lists in dashboards or folders.
Dean Parrett,
A good start would be to be able to select a default folder by Section, but it would be better if it was also sensitive to the Workplace the Section is in because Sections can be used in multiple Workplaces.
The Janine,
Thank you for the reply.
We've registered your idea and forwarded to our R&D team for consideration and implementation in future. Thank you so much for helping us to improve our product.
Best regards,
Dean