Data360 Govern

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  • 1.  Manage Reports in asset types that are held in different containers

    Employee
    Posted 04-13-2022 22:46

    Essentially in the navigation panel we want a pre populated search. We want pre selected files so its pre populated for a better customer experience. <x-zendesk-user data-user-name="Sven Roepke">365242248587</x-zendesk-user> & <x-zendesk-user data-user-name="Yann Chane-Kive">1512043762121</x-zendesk-user> is across this. 



  • 2.  RE: Manage Reports in asset types that are held in different containers

    Employee
    Posted 04-14-2022 03:27

    Hi Joel,

    When possible please provide supplemental information for this one ( screenshots, which search field, what would the team like pre-populated, which files are you looking to have pre-selected, etc.. ).

    Matthew Kennedy



  • 3.  RE: Manage Reports in asset types that are held in different containers

    Employee
    Posted 04-18-2022 10:00

    Hi Matthew, Adding further details on behalf of Futurefund:

    Enhancement Request: UI/UX Navigation Folder Item Link Enhancement 

    We would like to be able to configure links (highlighted in green below) in the navigation menu folder which include pre-configured filters for an asset type.  For example, assume we have 1000 reports total that are categorized into 12 categories, and 100 sub-categories.

    Here are 2 example categories which each include 5 sub-categories:

    • Back Office Reports (Operations, Compliance, Accounting, IT, HR)
    • Front Office Reports (Corporate, Marketing, Sales, Trading, Research)

    We would like to be able to create a menu structure like this (highlighting is for emphasis only):

    Where each menu item link above corresponds to the following filters:

    All Reports: No filters

     

    Back Office Reports: Operations, Compliance, Accounting, IT, HR

    Front Office Reports: Corporate, Marketing, Sales, Trading, Research



  • 4.  RE: Manage Reports in asset types that are held in different containers

    Employee
    Posted 04-18-2022 10:27

    Thank you Dipin,

    I have created a ticket with product management to review this request ( Reference : GOV-17989 )

    Matthew Kennedy