Improve usability of Filter + View + Grouping in list views | Community
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Sven-iX
Community Advisor
Community Advisor
April 16, 2025
New

Improve usability of Filter + View + Grouping in list views

  • April 16, 2025
  • 3 replies
  • 420 views

Description -

Store the selection of Filter/View and Grouping with the current objectID

Add the ability to combine Filter, View and/or Grouping into a "Scene"

 

Why is this feature important to you -

Often different personas use different combination of view/filter/grouping. 

The chosen view/filter/grouping depending on what a "project" or "task" or "issue" represents. 

 

Example: Take "issues" on a project.

  1. In a creative execution project the issues might be change requests. So i need to see description, status, enteredBy, and group it by parent task. I might filter to open-only
  2. In a planning project issues might be items on a ROAM board.  Here I what to see a mix of basic and custom fields grouped by status

Example: Take "tasks" on a project.

  1. A project is a configuration project where a task represents a configuration entry. I have a specific set of custom fields to display
  2. On project A I am a contributor so I want to see MY open tasks, grouped by week (plannedStartDate)
  3. On project B I am the project owner so i need to see the standard task view

How would you like the feature to work -

Scenes can be created/named (save current scene) and edited (each of View/Filter/Grouping is a dropdown of available options).

Selecting a Scene sets the Filter/View and Grouping.

Allow setting a scene as default.

Store the selected view/filter/grouping (not the scenes) with the specific object ID (project ID, programID) instead of being global to the object type (all projects etc)

 

This allows me to have a set view for the examples above

  • my config project scene
  • my todos scene
  • my PM scene
  • my change-requests scene
  • my ROAM scene

 

Current Behaviour -

The Filter/View/Grouping combination is stored for the objectType, meaning the filter/view/grouping I selected on project A follows me when I visit project B

For power users this is a nuisance

An every user has run into this issue: A brief moment of panic when we don't see the expected items, only to find that a filter (used on the project I was on previously) needed to be unset.

The current behavior (storing UI choices based on object type) adds no value at best, and can at times be a hindrance.

3 replies

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
April 17, 2025

 

Thanks @sven-ix,

 

Another excellent idea: I Liked.

 

Until it's accepted and delivered, I'll continue to create reports on dashboards on side menus as a proxy (but might start referring to them as Scenes, in salutation).

 

Regards,

Doug

KristenS_WF
Level 6
April 17, 2025

I can't tell you how badly I want this--it drives me nuts to have to change filters and views when switching back and forth between objects.

_Manish_Singh
Level 9
April 17, 2025

Very much needed. My use case involves the issue object.

For example, the RAID items have different fields/columns. If 'Scene' is implemented, one could filter risks in one go and update the view to show only risk fields in the columns. The project manager can then inline add the next risk in the project.