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Favorites and Views ​

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A favorite is a personal shortcut to a particular Factorial page. A saved view preserves the configuration of a list of Factorial items, called a collection. Together, favorites and views make frequently used information easier to return to without navigating from the main collection page or rebuilding filters.

Favorites ​

Favorites appear at the top of the Workspace group in the left navigation sidebar, on every page, in the order they were added. Each favorite is marked with a star and a word that says what it opens, such as Project, Task, or the collection a view belongs to. Favorites are personal: adding or removing one changes only your own sidebar.

Favoriting a Record ​

These records can be favorites:

Open the record and select the star beside the page title to add it. Select the star again to remove it.

Each person can keep up to 10 favorites.

Use a favorite for a specific record that needs frequent attention, such as a project you own, the queue you work from, or a task to come back to later.

A favorited procedure covers all of its revisions. It opens the newest released revision, or the draft or revision in review when nothing has been released yet. When a new revision is released, the favorite opens that revision.

A favorited step also covers all of its procedure's revisions. A new revision copies its steps, and the favorite opens the step's copy in the same revision a favorited procedure would. Starring or unstarring the step on any revision changes the same favorite. If the step was removed from every revision, it drops out of the navigation.

Favoriting a View ​

A saved view can also be a favorite, so a filtered list is one click away from any page. Open the view, select the View button in the collection's controls, and select Add to favorites. A view can also be starred from the Views page.

Views ​

A saved view records the search, filters, sort, and layout of a supported collection. Opening the view returns the collection to that configuration.

Views can be saved on these collections:

A view of a single queue also records whether the queue is shown as a list or a Kanban board, and how the board is grouped. A view of tasks or of a single queue also records whether completed and canceled tasks are shown. A view of users also records whether the collection is shown as a list or a table.

Filters are saved exactly as configured. A view filtered to a particular assignee shows that assignee's work to everyone who opens it.

Opening a View ​

The View button sits beside the filter button in a collection's controls. Select it to see the views saved for that collection, your own and the ones shared with you, and select a view to open it. While a view is open, the button shows the view's name.

The View button lists the first 50 of a collection's views, your own first, then by name. A view can also be opened from your favorites or from the Views page, which lists every view you can open. Select Manage views in the View button's menu to go to that page.

Saving a View ​

Configure the collection, select the View button, and select Save as new view. Enter a name that describes the records or workflow represented by the configuration, and choose who can see the view.

Each person can own up to 200 views, including views given to them.

Updating a View ​

Open the view, change the collection's configuration, then select the View button and select Update view.

Changing filters on an open view does not change the saved view until it is updated. The View button keeps showing the view's name after the configuration changes.

Updating a shared view changes it for everyone who opens it, so Factorial asks for confirmation first.

A Factorial upgrade can change the fields a collection filters or sorts by. A view saved with a filter or sort that no longer exists is marked Needs update and opens its collection without its saved configuration. Configure the collection again and update the view to restore it.

Sharing a View ​

Every view is visible either to its owner alone or to everyone in the organization. Choose Only me or Everyone when saving the view. A new view is visible only to its owner unless Everyone is chosen.

A view visible to everyone appears on everyone's Views page and in the View button of its collection, and anyone can open it or add it to their favorites.

To change who can see a view, open the Views page and select the view's Share or Unshare button. Only the owner can change who can see a view. A view that is made visible only to its owner again is removed from the favorites of everyone else.

Sharing a view does not grant control of it. Only the owner and administrators can rename, update, or delete a shared view. Administrators cannot change who can see it.

Changing a View's Owner ​

A view visible to everyone can be given to another active user. On the Views page, select the view's Change owner button, pick the new owner, and select Change owner. The owner and administrators can do this. A view visible only to its owner can't be given away; share it first.

The new owner controls the view from then on, and it counts toward the views they can own. The previous owner can no longer change it, unless they are an administrator.

Duplicating a View ​

Any view you can open can be duplicated from the Views page. The duplicate belongs to you and is visible only to you, regardless of the original. It takes the original's name followed by (copy). Changes to the duplicate do not affect the original.

Duplicate a shared view to adjust its filters for your own use without changing what everyone else sees.

Managing Views ​

The Views page lists the views you can open, one page at a time, with each view's collection, owner, and who can see it. Three tabs at the top of the page select which views it lists:

  • Private lists your views that only you can see.
  • Shared lists the views visible to everyone in the organization, including the ones you shared.
  • Both lists every view you can open: your private ones and the shared ones.

A view is listed under Private or Shared, never both. Sharing a view moves it from Private to Shared.

Select My Views in the sidebar's Workspace group, below your favorites, to open the page on Private. Select Manage views in any collection's View button to open it on Both. Select Shared Views in the sidebar's Organization group to open it on Shared.

The page can be searched by name, filtered, and sorted like any other collection. It is sorted by name unless another sort is chosen.

Select a view's name to open it, or its star to add it to your favorites. Each view has buttons to Rename, Share or Unshare, Change owner, Duplicate, and Delete it. Each asks you to confirm in a dialog first. A button is unavailable when you can't take that action on the view, and pointing at it says why.

Deleting a view removes it from the favorites of everyone who had added it.