User Home Page
I would like to see a new feature to allow the creation of User Home Pages custom filtered to just the logged-in user's assigned records (via the TrackVia User field).
This "dashboard" page would be separate from the individual dashboards within each application, and would span across all applications the user has access to. A single location to see everything assigned to them.
This would need to be driven from the user account level and utilize some type of childlookup function to find any record, from any application, across the entire account (or only those apps the user has permissions to) and be able to display on a page outside of the originating application. Clicking the record takes the user into the source app.
This would be a great add-on for use-cases where a user has access to multiple applications and assigned "tasks" from each:
- Ticketing systems
- Project Management
- Workflow assignments
One location to see all their stuff, instead of having to go to each app separately.
Thank you for the suggestion. I have forwarded this message to our Product team, for some further discussion and review.
As you are aware, we can currently filter records using "Current Logged-In User" criteria on a Filter; but, the limitation is that each Application functions as a silo so we cannot currently return cross-application data. There would most likely have to be some changes made to the Roles and Permissions as well, as this is hosted in each Application.
As always, thanks for the feedback, John.