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Overview:

Description

Interface to save all filters and customisation for table.

Mockup

https://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:

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

HYPOTHESES

  • Lorum ipsum

REASONING

  • 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’

EMBRACE

  • 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.

REJECT

TO DISCUSS

Views

Hubspot

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

Salesforce

  • Sharable table views across, option include private, everyone

EMBRACE

REJECT

  • Maybe in a few years…

TO DISCUSS

Proposal Feedback:

Stakeholder

Date

Changes

Product

18/08/21

DONE

  • 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.

REJECTED

NEED MORE INFO

TO DISCUSS

TO DO

Product/CS

10/02/22

DONE

  • 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’)

REJECTED

NEED MORE INFO

TO DISCUSS

TO DO

Retrospective:

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

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum

  • No labels