Adding hot links to saved filters that can be clicked+copied for auto loading
Please contact me at ron@savaglia.com for more infor or please see
Mary Worthington (Redtail Technology) who has been assisting me in the issues surrounding the new Reporting that broke our URLs with Webparms.
Other Tickets Submitted as problems found regarding this change are #s:
1. 1544233 - Phone Call - Reports (Kaya Steadman)
2. 1544209 - 404 errors on all Workflow Reports
3. 1543764 - Open Status on Workflow Task Report Filtering NOT WORKING
4. 1543760 - Saved Filters on Workflows is NOT WORKING
5. 1543724 - All Workflow Reports Are Not Working / Filtering as Before
Per Mary on May 18, 2022, 6:28 AM PDT
Hi Ron,
You're very welcome and I'm so sorry I didn't have better news for you! I very much agree that the lack of notice on our part was another failed opportunity, I was able to pass along that feedback to my Director to bring to our Executive team and marketing department on Monday so they are aware that the delay in releasing that information contributed to the impact these changes made for our users.
I am not sure if we have a focus group, such as you mentioned, but I will reach out to our Product Owners (they are who evaluates and determines our "roadmaps" for which features to update/upgrade/or add) and see if they have anything like this!
One last thing, when I was discussing reviving the URLs with our Developers, as I mentioned they let me know that we cannot do that in this case, but they did like that idea of having the URL and recommended adding that to our Suggest a Feature page. The language they used was "Adding hot links to saved filters that can be clicked+copied for auto loading". I am not allowed to add feature suggestions to that forum as it's reserved for customer suggestions but thought this might be a good route to go!
You can find that Suggest a Feature by selecting the ? in the top right corner of your CRM and then selecting the tile with that title.
Kind regards,
Mary Worthington
Customer Service Manager
Short List (not all inclusive) Examples that broke:
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task_report?assigned_users[]=326167&assigned_users[]=241480&assigned_users[]=270210&assigned_teams[]=124188
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_report?assigned_teams[]=132336
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task?workflow_categories[]=20
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task?workflow_categories[]=30
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task?workflow_categories[]=148&
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task?workflow_categories[]=181
Specific Scheduling Tasks:
https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_report?workflow_categories[]=181
- Reschedule Missed Prospect 1st Meeting https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_report?workflow_categories[]=148
Reschedule Missed Review - https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_report?workflow_categories[]=20
Scheduler WFs - https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_report?workflow_categories[]=181
Scheduling Client Reviews WFTs - https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task_report?workflow_name=scheduling client review
Heidi's WFTs - https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task_report?user=JaniszewskiHeidi&assigned_users[]=141880
Heidi - Scheduler WFTs - https://smf.crm3.redtailtechnology.com/reports/workflows/workflow_task_report?team=HeidiScheduler&assigned_teams[]=117805