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Status Future consideration
Categories Planning
Created by Guest
Created on Feb 27, 2020

Allow the ability to save QuickPlanner filters

As a project user of RTC, you can create a Quick Planner work board where you define a filter of "@:%current_user%". You then share the planner with a user team so they can each manage their work through Quick Planner. However, if any one of them changes the filter, it will change it for everyone, thus effectively losing the original filter that the QP Board owner had set up. This was a simplistic user scenario, whereas the filter could be much more complex. This request is for a solution that would enhance the use of filters on Quick Planner such that the original filter definition on a shared Quick Planner board can be retained, so that when anyone accesses it, it will always show with the QP board owner's filter definition.

There could be a couple of ways to implement this. (1) A filter should be tied to a user, not the QP board itself. For shared QP board, the filter will always show the QP Board owner's filter. If the user wants to change it, that is okay, but is only changed for that user session. Once they have logged off and back on, when they access the QP board, the filter will again show the board owner's filter. That will prevent loss of the original filter as it was originally shared. (2) Provide a way to specify a filter as part of the URL to the QP board that overrides any current filter that exists on the board. That way, it would be possible to set up a bookmark on the dashboard that takes you to the QP board with the specified filter string in place. Thus achieving a similar effect of being able to retain the original filter as designated by the owner of the QP board.

An optimal example of this is the way Report Builder allows filters to be saved in the URL that can be bookmarked or shared across users.

Idea priority High
  • Guest
    Reply
    |
    Aug 6, 2020

    This RFEhas been linked to a feature work item in our product backlog.