Dashboard Persistence / User State
S
Steven Harbold
I was disappointed to find that views and content in the dashboard cannot persist their state on app refresh. With the new power of dashboards we are creating more "app like" experiences for our team. However, with the inability to pickup where they left off they find this frustration.
Example:
Accounting dashboard where on certain workflows users want to set filters, groups, column organization, and other user preferences for how they use the workflow. While we are grateful that they can change these items, the fact that they can persist / stay for when they come back is a big bummer.
On the flip side, solution managers should also be able to decide WHEN users can configure grid view field arrangement. In other cases like our job costing solution, I'd like to "freeze" columns to ensure they don't get hidden and are used in a SOP workflow. In this example workflow, it would be a negative to allow this type of user configuration. While we can currently Display the tool bar option to members, there are times we want to allow specific tool bar items and not others. Example: I may want users to be able to change grouping, but I DON'T want them to be able to change field visibility, row size (for UI experience in a dashboard) etc.
Duplicating Dashboards - while users could duplicate the dashboard and set their own items, this defeats the purpose of the solution managers setting up workflows and presenting data. Once users go down this route, updates or changes cannot be distributed by the SMs. Also as a tag onto this, we really want an optional app/dashboard environment where we can restrict users from creating their own views and configurations, as an option. Maybe something like an option to allow Dashboard to be duplicated but it's a "subscribed" configuration that updates from the source and only allows limited preference changes.
While I understand dashboards is likely just the starting point for SS on this, expansion into deeper use cases like this would be so very helpful. Creating these more controlled, standalone apps (similar to AirTable interfaces with SS advantages) will be gold for our platform.