Users can now choose and save what columns they see in a table by default in Activate. It is available on the following pages: Deals, Accounts, Assets tab in Deals, Assets, and Events.
Additionally, with the introduction of Enhanced Views, search results will be saved when navigating away from the page. For example, if you search to narrow down deals by account name and then click into a deal, when you go back to deals page, your search results will persist. The search results will be cleared when the page is refreshed.
There are a lot of new terms to learn and new visual tools as well with this new feature.
First, we will give a brief description of some of the new terms that will be used throughout this document:
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Views - this is the name we give to the configurations of columns and filters that can be saved. There are 2 types of views: Public and Private
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Public Views - Public views can only be created by user groups who have the “Create and Edit Public Table Views” permission. This permission will be automatically given to the default Admin and Standard user groups. Public views are available to every user.
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Private Views - All users can create private views. Private views are only available to the user who created the view.
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Pin - this is the action sets the selected view to become the default view when the user signs in and first looks at the page
This is what the old table header looked like:
And this is what the new header looks like:
As you’ll notice, there are a few new buttons and 1 new drop-down available. From left to right, here is a brief description of what each can do:
- Through the ellipses icon
there are the additional options to "Edit Current View" or "Delete Current View". More information on specific use cases for each of these will be listed below. Please also note that these options will not be available to users without the “Create and Edit Public Table Views” permissions
- The column icon
can be used for the user to select which columns they would like to show and hide in the view. The available columns can be dragged left or right to have it shown or hidden. Please note that the order of the columns cannot be changed.
- The funnel icon
will open all available filters for the page. The filters are the same as it was before the column manager was introduced.
- The pin icon
can be used to make the current view the user’s default view. A pinned view will be the columns and filters that load for the user when they refresh the page or the next time they login.
- The view drop-down
allows users to toggle between the different views they have access to. All users will have access to all public views, and each user will have access to the private views they set up for themselves.
Creating a new view
Every user can create a new view based on the view they are already using. Anytime columns changes or filters are applied to the existing view, the “Save This View” button will appear.
Clicking on this button will open the “Save the Current View” modal:
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The first section gives radio button options to either “Update Current” or “Save As New”
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Update Current is disabled if the user is updating the system default view or a public view when the user does not have the ability to edit public views
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Save As New is always available and is the default value
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The checkbox for “Set It As The Default View” will Pin this view for the user
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View Name - is a required field and defaults to the format “[Original View Name] (copy)”
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Access - this drop-down will be disabled and set to “Private” unless the user has the permission to create public views
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Description - is an optional text field that can be used to describe the elements of the current view
After pressing Save, this view will now be available in the View drop-down.