About the Modernized Observations List View Beta

Overview

 In Beta

This feature is currently in beta.

The Modernized Observations List View transforms the Observations tool from a static log into a dynamic, customizable command center. By combining advanced filtering, grouping, and flexible layout customization, you can tailor the list view to fit your exact business needs and streamline everyday workflows.

Key Features

  • Customize the list layout by selecting, sorting, filtering, and rearranging columns.

  • Save and recall your favorite combinations of columns, filters, sorting, and grouping to eliminate the need for repetitive setup.

  • Clean up data and manage lists faster with bulk editing options.

Beta Participation

  • From the Observations list view of your project, toggle the Smart Grid Table button to the ON position to enable the beta.

Things to Consider

Required Permissions for Saved Views: Show / Hide Details

  • To create, edit, view, or delete Personal Views: 'Read Only' or higher level permissions to the Project level Observations tool.

  • To create, edit, or delete Project Views: 'Admin' level permissions to the Project level Observations tool.

  • To create, edit, or delete Company Views: 'Admin' level permissions to the Company level Admin tool.

  • To view Project or Company Views: 'Read Only' level permissions or higher to the Observations tool.

General Tool Permissions: Show / Hide Details

  • The Smart Grid respects all of your existing tool permissions:

    • Admin: Can configure settings, create, edit, delete observations, and apply all bulk actions.

    • Standard: Can view and edit assigned observations, and utilize personalized saved views.

    • Read-Only: Can view observations and apply filters/sorting for their own active session, but cannot make changes.

Observations List View Walkthrough

Navigating the List View

The modernized grid introduces a clean layout that brings features previously hidden in separate tabs directly into your main workspace.

[ Old View Tabs: List | Group by Type | Recycle Bin ]

[ New View Tab: List View (With Grouping Dropdown & Saved Views) ]

  • The Main View: A consolidated single-list interface. The legacy Group by Type tab has been removed and integrated directly into the grid as a flexible dynamic view.

  • Dynamic Grouping: To recreate the old 'Group by Type' layout, simply use the Grouping dropdown menu at the top of the grid and select Type.

  • Key Filters & Sorting: You retain full feature functionality. You can sort and filter by any standard field (e.g., Status, Assignee, Location) directly from the column headers.

  • Saved Views: Click Save View after configuring your ideal filter, column layout, and sorting preferences. You can name and recall these views instantly from your dropdown menu to save time.

New Feature: Distribution List Bulk Management

This migration introduces an entirely new capability alongside standard features: the ability to see and manage distribution lists in bulk.

  1. New Column: A Distribution List column is now available to add to your grid view, letting you see exactly who is looped into an observation at a glance.

  2. Bulk Adding/Removing Members:

    • Select multiple observations using the checkboxes on the left side of the grid.

    • Click the Bulk Actions dropdown.

    • Select Add to Distribution List or Remove from Distribution List.

    • Search for and select the project users you wish to modify, then click Apply.

See Also

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