Recently, I created grid views that pulled together the most relevant criteria for a scholarship opportunity, and sorted the student data for a group meeting with a busy dean and his chairs. I showed them 4 different grid views (by major) for a specific scholarship opportunity that needs to be decided on very quickly. They are going to go back and review individually and they will finalize on their own. They do not have access to view the 4 grid views I saved and we viewed in our meeting, and they are likely too busy to do it themselves. It would be great to be able to click a button to give a chair or chairs access to a saved grid view.
My fix was to send them a spreadsheet report that I ran for each opportunity. But, it would be optimal to allow access to a saved grid view instead of sending a spreadsheet (something we used all the time prior to purchasing this product). Please let us know if this may be a feature we could expect in the future. Thanks!
Client Name "shard name" | radford |
User | System Admin |
Employee Name | Cherie Durbin |
Thanks, Cherie. I've marked this one "open for voting" for the ability to share grid views between admins and reviewer chairs.
Right now, they're separated by the specific grids. So anyone with access to the reviewer chair grids will see the same saved grid views. A potential workaround for the time being would be to either "become" one reviewer chair and set up the saved view, or to make yourself a reviewer chair and create the saved view. Once it's set up all reviewer chairs for that opportunity will have access to the saved grid view.
Let me know if I'm misunderstanding your request!
Best,
-Carrie