Want to keep your report’s sort order and column widths? Put a “Pin” in it!

When we rolled out version 7.0, usability and simplicity was a key driver of the application design.  To that end, our developers built the tables that appear throughout the application to be “smart” enough to resize columns to fit on your screen – regardless of the number of columns or your screen width.  Of course, you could resize your columns and even move around which columns appeared in what order, but when you logged out those settings were lost.

In doing so, we didn’t take into account those reports you might create with a large number of columns – or user preferences as to order in which the columns appear.  Some of you let us know that having to resize your columns every time you looked at a report was really frustrating.  It turns out that our “smart” design was actually kind of dumb.

But we’ve fixed it!  In version 7.3, we no longer ask the policyIQ our tables to make decisions for you.  For every table in the application, you can make the decision as to what order the columns should appear, how wide those columns are, and even the sort order of the rows in the table.  And when you have it all set up just right, put a “Pin” in it (found at the bottom left of every table) to save the table layout.  If you need to go back to the default settings, just choose the Reset Table icon to the left of the pin.

pinit

Every user sets their own preferences.  For those of you who really don’t want to make any decisions, no worries!  The tables still do their best to display information with column default column widths based on the type of data.  (Rich Text fields display a bit longer than a number field, for example.)

Is there something about policyIQ that is frustrating you?  Let us know, so that we can improve on those designs.

This entry was posted in Features and tagged , , by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

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