Know which view is in use on dashboard

Know which view is in use on dashboard

When reviewing a dashboard, we do not know which view among the 10's of views of the module is used for that dashboard element.

 

Only way is to review each view, and then make the changes. Ability to find which view is being used would help navigate better.

7 Comments
Master Anaplanner/Community Boss

Great idea @nmaram . I run into this a lot.

Certified Master Anaplanner Certified Master Anaplanner
Certified Master Anaplanner

I try to name my views as 'Name of Dashboard: Element' to help with this, but it would probably be much easier to manage based on your idea! If my dashboard names change, then I have to go back and update all of the views with that name to stay consistent, which can be challenging. 

Master Anaplanner/Community Boss

Great Idea @nmaram I have this issue also.

 

The workaround currently is by using planual best practice and naming the views you are using on specific dashboard and then referencing the name. 

However this can become very difficult to manage as you have to remember to name the view and then rename it if it is no longer used. 

 

Thanks,

 

Usman

Community Manager
 
Status changed to: Your support is needed
Community Manager
 
Status changed to: Your support is needed
Certified Master Anaplanner

Excellent idea! While we should of course always strive to follow best practice naming, it would be simpler and much more reliable to have system-provided info to trace back rather than depending on good user habits.

Regular Contributor
 
Status changed to: Under Investigation
Users Online
Currently online: 276 members 621 guests
Please welcome our newest community members: