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Status Not being considered
Workspace Case Management
Created by Kaylan Johnson
Created on Feb 17, 2020

Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard.

Otherwise, the user has to click into each tab and manually add the same column to every tab. Additionally, since dashboards/case listings are designed to be customize-able per user, this process would need to be repeated per user profile that uses the same tabs for their daily processes.

This idea generated form Yana Ringo ([email protected]) at Carnes Funeral Home in Texas City, who has approx. 20 tabs on a single Dashboard for her daily processes in Passare. Adding this single column to every tab would be very time-consuming for users in this situation. 

 

If the above idea is not possible, is there an alternative that would mitigate inefficiency for users in this situation? 

  • ADMIN RESPONSE
    Mar 24, 2020

    We don't plan to add this functionality, as we prefer to allow customers to customize the columns that show on each tab.

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