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

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  • I am working on a nice solution for saving filter settings. I had to use a few tricks, but it works and is super easy to implement. It can save values from any kind of form elements. See attached file. It uses two plugins, Start Process Writer and CDT Manipulation.

    Do we want to allow a user to be able to save different sets of filter settings by name? Or just a single default filter set? What do you think? I can add it, but it needs some additional form components and it might be a bit overhelming for the user.

    I will post an application bundle including all necessary bits and pieces in the next days.

    Save FIlter Settings Example.txt

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  • I am working on a nice solution for saving filter settings. I had to use a few tricks, but it works and is super easy to implement. It can save values from any kind of form elements. See attached file. It uses two plugins, Start Process Writer and CDT Manipulation.

    Do we want to allow a user to be able to save different sets of filter settings by name? Or just a single default filter set? What do you think? I can add it, but it needs some additional form components and it might be a bit overhelming for the user.

    I will post an application bundle including all necessary bits and pieces in the next days.

    Save FIlter Settings Example.txt

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