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I LOVE the saved views as it helps to make each page much more beneficial without as many clicks. It also GREATLY enhances the migration and management of personalizations and custom workspaces.


The fact that personalizations are no long Auto-Saved means many users make changes and then forget to save to their view initially. Then they complain that the change is not there on their next use of the form.


LOVE Saved Views. I would request a quick reminder that helps them to remember they have made a change and would they like to save it to the view before exiting the page. It would drive home the functionality but is also easy to ignore if you know the change is not one you need to save.


Thanks!!

Category: User Experience
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RE: Saved View User Enhancement - Help users remember to save personalization changes to their view!


Reposted here from Yammer.


(Almost) everything in F&O is implicit save. Personalization to a form should be the same. The difference here is a "named" view vs. the "last/current view". I would make one more distinction for filtering. It is confusing to have data filtered on a form that you don't use frequently. You may come back to the form and see only limited data. Here is a summary:

 

  1. Any changes (sorting, column add/remove, column ordering, field add/remove, field ordering, etc.) are implicitly saved as the "current" view.
  2. Column value filters are not implicitly saved as the "current" view. However, better would be simple/obvious "clear all filters" operation like Excel. If so, filtering could be included in the implicitly saved view.
  3. Both types of changes (1 & 2) can be persisted in a "named" view.
  4. Any change to a view is marked as "unsaved" by an indictor on the form. The indicator is persisted across invocations of the form so that the user knows those changes will not be persisted if a named view is selected. Selecting a different named view would be the point at which an optional "are you sure" dialog could appear.


Category: User Experience