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Currently, there is no way to save Mass Edit views when reassigning/updating CTAs. We do CTA cleanup and reassignment on a regular basis and it would be a big time saver if we could save specific views so that we don’t have to recreate them each time. 

@cmultanen valid ask! it also saves time. Thanks for sharing this here. Redirecting this to the product team for more visibility.


@cmultanen Just to clarify, by saving Mass Edit views, do you mean that you want to save the filter criteria you set for mass edit? Thanks.


@cmultanen Just to clarify, by saving Mass Edit views, do you mean that you want to save the filter criteria you set for mass edit? Thanks.

@cmultanen did you get a chance to view the comments here? 


@cmultanen Just to clarify, by saving Mass Edit views, do you mean that you want to save the filter criteria you set for mass edit? Thanks.

@cmultanen did you get a chance to view the comments here? We need your inputs here.


+100!

This is one of those user experiences that I just get so used to, that I don’t ever think about there being a better way to do it -- until today, when I wanted to re-assign CTAs but wait to do it tomorrow during business hours for my east coast colleagues. Then I realize...wait...I can’t save this.

I reassign CTAs en masse a few times a month...the ability to “save” my configured mass edit type (Call to Action), Show Me fields, and filters would save a lot of time and reduce human error!


Just to clarify, by saving Mass Edit views, do you mean that you want to save the filter criteria you set for mass edit? Thanks.

@sai_ram yes, save the filter criteria AND the Show Me AND the type of Mass Edit being completed (for example, Call to Action) ...these areas in the screenshot

 


Oof, each time that you have to go through this process is a headache. Having the ability to save those views (and properly name them please) would be a nice time saver!


If you are doing this on a regular, now you should be able to do this via a Horizon Rule.

 

But, even if not you can do this via API. 

 

That way you take a manual task off your plate and start doing it on a regular basis.


I admit, I have lost my Mass Edit logic numerous times because I accidentally clicked on the sidebar while trying to select the "+" button to add additional filter criteria. The ability to save logic would not only help me avoid the time lost due to this user error, but it would also save time for any semi-regular mass edit tasks that admins prefer not to handle through rules or the API.