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Project Views Based on a Field (like Project Type)

Similar concept to set profile views. It would be nice to set a view based on a field such as Project Type. Depending on the project type, certain property card fields are more important than others. This could also work if the property card fields can be saved with a specific template.

Tori Meek Answered

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Tori,

This can be done by creating a View and specifying the Filter (for Project Type). Is this sufficient for you or do you have a more complicated Use Case?

Boris Krutiy 0 votes
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Views don't allow you to customize what is shown in the property card itself. I'm thinking splitting up the property card fields into sections depending on the project type and hiding the sections that don't apply depending on a field 'Project Type'.

We have several different groups using the system and quite a few fields are very specific to each group and don't apply to others. Though this can be set using profiles, it requires you to flip between profile sets to view each one. I may look at two different types of projects within minutes of each other so having to flip between profiles isn't ideal.

Tori Meek 0 votes
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