I have created a custom team view with custom cards for specific ticket types to support an internal approval workflow. The view does not appear for the appropriate users, though. They only see the default view. The majority of the users are extra team members and have a different team as their primary-I’m not sure if that’s impacting the view or if there’s another issue. The custom view is really important as it shows all the ticket properties needed to approve or reject the request.
Hi @fafricano
Custom views only work for primary team members.
This is simply down to the fact that a user can only be in one primary team but multiple additional teams, so the system would not know which additional team view takes priority.
Rather than a separate view - have you considered either a conditional section on the left side menu or a CRM card in the centre tab?
Thanks
Frank
Frank