Users are losing filters when they go back to the reports.

Hi, we have recently started rolling out our redesigned processes in tempo moving users from portal and portal reports for accessing their work.

While they are enjoying the new interface one of the key frustrations is how users are losing filters when they go back to the reports.

Has anyone else found this and if so any ideas for getting around it?

Thanks, David

OriginalPostID-184355

OriginalPostID-184355

  Discussion posts and replies are publicly visible

Parents
  • 0
    Certified Lead Developer
    Just chiming in to add my support for csteward's version of this implementation - specifically, only start the process writer to save default values when a button or link is clicked, instead of every time a user changes a filter.

    Additionally I strongly suggest for anyone thinking of using a tempo record as a "Record Power Search" (which users seem to like), make the record links open in a new tab by using a!safeLink instead of a!recordLink which requires manual user intervention to open in a new tab. This cuts down significantly in the rate at which users need to jump back and forth between record entries and the report, and re-do whatever filtering they like.
Reply
  • 0
    Certified Lead Developer
    Just chiming in to add my support for csteward's version of this implementation - specifically, only start the process writer to save default values when a button or link is clicked, instead of every time a user changes a filter.

    Additionally I strongly suggest for anyone thinking of using a tempo record as a "Record Power Search" (which users seem to like), make the record links open in a new tab by using a!safeLink instead of a!recordLink which requires manual user intervention to open in a new tab. This cuts down significantly in the rate at which users need to jump back and forth between record entries and the report, and re-do whatever filtering they like.
Children
No Data