Skip to main content

Improve Sharing Groups- increase filter options

  • August 22, 2023
  • 3 replies
  • 28 views

manda.edmonds
Forum|alt.badge.img+3

When creating sharing groups, we would like substantially more options in the filter section.

 

Use case:

We have a custom field for Director, which associates an individual CSM with a director (manager’s manager).  These teams have different needs and require different dashboards, as their business methods differ.

 

Due to the limitations of creating share groups, the only option we have to capture this data is to manually create the share groups.  This is not a sustainable practice for us, so they only solution is to allow everyone to see everything, which crowds the CSMs dashboard views.

3 replies

Forum|alt.badge.img+2
  • Expert ⭐️
  • August 22, 2023

We have a custom field for Director, which associates an individual CSM with a director (manager’s manager).

 

 

I am assuming you are aware you can add custom fields to this tab

that then allows them to be used in sharing groups here.

 


manda.edmonds
Forum|alt.badge.img+3
  • Author
  • Contributor ⭐️⭐️⭐️
  • August 22, 2023

@Wayne I was NOT aware and immensely appreciate the nudge.  Thanks again!

 

Hopefully, GS will see this and close out the request.


Forum|alt.badge.img+2
  • Expert ⭐️
  • August 22, 2023

No Problem, Happy to help!