- The behavior of drag and drop a filed vs. click to add a field is different in Data Spaces than it is in Rules and Reports. Would be good to standardize on one.
- Sometimes if the scroll bar appears in the field selection it can impede the ability to click to add a field
- Would be helpful to have 'Collapse all' and 'Expand all' options
- Need some method to display the Data Space filters when it's being used on Rules and in Reports - otherwise the results are really confusing
Data Spaces Feedback
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I think it's important to add a visual indicator of the Data Space filters both to the rules and report configuration but also where reports are surfaced to the end users.
and....
I think a couple (hopefully small) changes could really help usability in data spaces.
1. the search bar disappears when I scroll through the available field list. Could it stay right next to the source object so I can always see it?
When your bouncing around its easy to forget what you searched then confusing when fields don't show up that you expect. should be something you always see - like the rules engine setup search.
2. There's sometimes 5 ways to get back to an object (account for example) when your using data spaces. It would be great to "freeze" (like excel) the hierarchy from the source object to the fields I'm looking at. So in a quick glance I can see the "Owner" field I'm looking at is...
>Opportunity Product
>Opportunity
>Account
- Owner Field
Instead of currently it looking like...
>Opportunity product
-Owner Field (which is actually account owner field)
Let me know what everyone thinks.
Thanks,
Thanks