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Idea: Drag & Drop Custom Views

Kyle_Rhodes

Especially with the new unified dashboard, leveraging views is more important than ever. It would be great if we could create views that include workflows/records that we individually choose to be in the view vs. relying on filters to narrow views.

For example, I audit inactive workflows quarterly. While the "No Activity in 90+ Days" view helps me get started, when I comment in the Activity Feed to follow up on the workflow, that removes the workflow from this view (conversation for another time). It would be great if I could create a view and manually add workflows to it as I'm doing my audit, so I can easily reference my original list throughout the course of my audit.

I see this as a similar functionality to adding a song to a playlist. If it's already possible, please let me know!

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Comments

jeremy_hopkins

You can "favourite" workflows simply by clicking the star in the dashboard or workflow itself, and there's a "starred" view to see them. Is that what you had in mind?

Kyle_Rhodes

I guess I could shift and do it that way, but I'm currently using the Starred view to capture another subset of workflows/records. So I'd still run into the issue of needing something else that's more customizable.

Erin_Till

Thanks for your feedback @Kyle_Rhodes! This is a good suggestion. I am going to move it to the Idea Exchange to ensure we've got the right teams tracking it.