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Amish Ladhu

Amish Ladhu

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Overview:

Description

Interface to save all filters and customisation for table.

Type

Client Request

Story

Mockup

https://

invis.io/YP11IKEO8C5Z

Ticket

Assets

www.figma.com/proto/EeEsqBp8mu34bkyM2SAlhE/GLOBAL---Tables---Custom-Table-Views-V1?node-id=1%3A7&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=1%3A7
https://www.figma.com/proto/LRJQAFfGC3p5seWovohvjZ/GLOBAL---Tables---Custom-Table-Views?node-id=1%3A75&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=1%3A75

Assets

https://drive.google.com/open?id=1fuSCMuaMKPK1EFJlftzSh9wkl2_nDoAP&authuser=amish%40convertr.io&usp=drive_fs

...

Quantitative Data:

Info

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

Status
titleHYPOTHESES

  • Lorum ipsum

Status
titleREASONING

  • Lorum ipsum

...

Competitor Research:

Function

Findings

Image

Takeaways

Saving Settings

Hubspot

  • ‘Save View' button allows saving of:

    • Custom columns added

    • Column order

    • Column asc/dec ordering state

    • Column filters

    • Column size

    • Pagination (X per page)

  • Within dialog, also option to ‘reset’ all settings to default

Salesforce

  • Saves filter settings, can save as a ‘view’

  • Table column settings and order are persistent when coming back to table, but cannot be ‘reset to default’

Image ModifiedImage Modified

Status
colourGreen
titleEmbrace

  • This is nice, we could do all these things by shifting some of our table controls and settings UI around, and adding a dedicated ‘save’ and ‘reset’ button.

Status
colourRed
titleReject

Status
colourBlue
titleTO DISCUSS

Views

Hubspot

  • Sharable table views across, option include team, private, everyone

Salesforce

  • Sharable table views across, option include private, everyone

Image ModifiedImage Modified

Status
colourGreen
titleEmbrace

Status
colourRed
titleReject

  • Maybe in a few years…

Status
colourBlue
titleTO DISCUSS

...

Proposal Feedback:

Stakeholder

Date

Changes

Product

18/08/21

Status
colourGreen
titleDone

  • Extra text added to ‘Save and Reset Table View' dialog to explain that customisations will only be saved on the campaign table you are changing and will not effect the same table in different campaigns

    • This is because campaigns can have different table columns depending on the form so it would not be possible to save views across campaigns.

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Product/CS

10/02/22

Status
colourGreen
titleDone

  • Change of focus to pagination saving only for now, as scope for filter saving needs more information from clients.

  • Therefore, include pagination saving in ‘custom columns’ dialog (and rename to ‘custom views’)

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

...

Retrospective:

Info

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder

Date

Description

Quantitative Data

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

Status
titleHYPOTHESES

  • Lorum ipsum

Status
titleREASONING

  • Lorum ipsum