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Change the order of Roles/View As within Workapp

I have not been able to find a way to change the order of roles within the workapp once they are created. It would be beneficial to have the opportunity to change the order of the roles within a workapp once new roles are added to allow for the most important role to be seen first when you enter a workapp followed by the next important role, etc. It is unprofessional if you have a Home role acting as a landing page, but this does not appear as the first role when you enter the workapp.

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25
25 votes

On Radar · Last Updated

While this change is not part of our current plan for Workapps, we appreciate you sharing this idea. Please keep commenting on this thread to explain your use-cases, as we're interested in Role feedback for Collections as well!

Comments

  • Jason Hamman
    Jason Hamman ✭✭✭✭

    Adding to this - staff can have more than one role within a WorkApp. In my use case, a supervisor can have the role "Assign & Review" (where they assign and review new requests to our team's work portfolio) and "Portfolio Review" (which supports a weekly leadership team meeting to review larger requests impacting the division). Logically, you don't review the portfolio before you assign / review the initial request and yet, that's the order the supervisor sees.

    This is an "of course" feature that is notably absent.

  • Melissa Farley
    Melissa Farley ✭✭✭✭

    From an end-user perspective, this is frustrating at best and sounds like it would be a pretty easy win.

  • Jeremy W.
    Jeremy W. ✭✭✭

    In addition, I hope for the capability for users to navigate directly to the role they intend to view first. Perhaps, if users could bookmark a static link to their intended 'View as,' it would prevent unnecessary loading of roles, making access to the content more efficient and enhancing the overall end-user experience.

  • sharsch
    sharsch ✭✭✭

    Just here to highlight how impactful this would be for quality of life in having the app open to the primary role.

  • Chelsea.McCulley
    Chelsea.McCulley ✭✭✭✭

    Yes this has been an annoyance especially since it's not obvious until it's too late. For stand-alone workapps we re-built them so the roles were in the desired order, but doing so for our project workapps would be a much larger change since these are controlled and tied to our blueprint and would also require us to go into a production freeze. Additionally, once a project is provisioned, the workapp owner may want the roles in a different order based on their own work processes.