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Saving Group Layout

  • November 13, 2024
  • 3 replies
  • 19 views
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New Contributor
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Is there a way to save group view in terms of layout? So they are either listed by filters or on the left hand side. 

    3 replies

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • November 14, 2024

    Hi, ​@Neesha Modi! Are you saying you would like to keep the Groups that you apply to a View? If so, then you can save the View that way (after adding your groupings) to keep them saved. Do note that if the View is shared, then the groupings that you save will impact other users who use that View too.

    Kenna Valdez, Manager, Customer Community, Clari
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    New Contributor
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    • Neesha ModiNew Contributor
    • Author
    • New Contributor
    • November 15, 2024

    ​@Kenna then this may need to be a ticket. The layout doesn’t save even though it’s not a shared view and I am logged in as the user. 

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • November 18, 2024

    Hi, Neesha. Okay, so it sounds like this is a private (not shared) View and you are impersonating this user to apply these groupings for them. Is that right? Have you clicked the Save button in the upper right after you apply the groupings?

     

    Kenna Valdez, Manager, Customer Community, Clari
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