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Customize columns resets


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I go to Assets / Inventory.

I apply a filter on Asset Type = Hardware.

I press the cog (Customize columns).

I add a column and position it, and remove another column.

I apply the change, the page refreshes and shows the new table structure and data.

I change the Asset type in the filter.

The column customizations are removed it the default table structure appears.

I reset the filter so that Asset Type = Hardware.

I still see the default table - my customized columns are gone!

 

I would prefer the Customized Columns to remain, at least for the same filter.

Best answer by brendonh

Thanks to Support for getting back to me via email.

Turns out I was missing a step.

  1. Assets / Inventory
  2. Filter on an asset type
  3. Customize columns
  4. Press the tick next to the view name on the top left of the screen
  5. Enter the View name
  6. Select who it is visible to
  7. Save
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4 replies

eeha0120
Skilled Expert
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  • Skilled Expert
  • 738 replies
  • February 12, 2024

Hi.

Totally agree. I’d suggest to submit this as a feature request here:

Freshworks Ideas | Freshworks Community

Please ensure to share the link to the request in order we could vote on it so it can be noticed and hopefully developed and delivered.

 

Regards,

Elvis


zachary.king
Skilled Expert
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  • Skilled Expert
  • 951 replies
  • February 13, 2024

Hello @brendonh, definitely add this as an idea. I would smash that vote button for this!!!


Forum|alt.badge.img+5
  • Author
  • Top Contributor
  • 7 replies
  • Answer
  • February 20, 2024

Thanks to Support for getting back to me via email.

Turns out I was missing a step.

  1. Assets / Inventory
  2. Filter on an asset type
  3. Customize columns
  4. Press the tick next to the view name on the top left of the screen
  5. Enter the View name
  6. Select who it is visible to
  7. Save

jcapitan-shoreline
Skilled Expert
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Here’s my question. If you save the view with custom columns for all agents, does your agents get the custom columns as well or does it go to default columns? 

 

Right now my agents get the default columns and it’s super frustrating.


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