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Setting a default view for users

edited Apr 6, 2020 11:52AM in Ask A Guru 3 comments

Hi There

Is there a way to set a default list view for users and not just for roles?

For example, we have an expense claim form that has a list view on user dashboards showing all of their own expense claims (the criteria for the underlying view is set to 'employee='me')

Their supervisors have the same role as them ('Employee Centre'). Though since they have direct reports, the criteria for their saved search would be employee='me, my team'.

Is there a way to set this as defaults at the user level? (since their roles are the same?)

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