This guide will show you how to track and filter high volumes of design feedback across multiple reviews and workspaces.
Accessing your Feedback page
The Feedback page can be found along the side navigation bar beneath Home and Search. It is always available, and its context will switch depending on where you are accessing it - on the home screen it will show you your Global Feedback page, while in Workspaces and Portals it will show Workspace Feedback and Portal Feedback respectively, for those specific spaces.
These pages allow users to view all feedback for the workspaces and portals to which they have access.
Tracking Feedback
Your Global Feedback page displays a table of all the feedback you can access, based on your workspace and portal permissions.
You can filter the feedback table by workspace and other feedback attributes. Each attribute is shown as a column in the table. You can choose to hide or show columns depending on the data you need.
Clicking on any row in the feedback table will highlight it and open the feedback in the feedback panel. This allows you to quickly find specific feedback items and see any related discussion. From the feedback panel, you can open the feedback in its original workspace or portal. This will show you the feedback in the context of the model or drawing it was created for.
Filtering Feedback
All columns in the Feedback table can be resized, reorganized, and hidden or shown.
- Resize a column: Click and drag the column edges.
- Reorganize columns: Click on a column header and drag it to a new position.
- Hide/Unhide columns: Use the Columns menu above the table. You can hide or unhide columns individually, or choose to hide all or show all.
Default Views
Both the Feedback and the Reviews pages have a set of default views that let users quickly filter the table for desired results. These can be found by clicking on the 'Default views' drop down field.
- Default view: The default view of table data with no filters applied
- Open: A view of all reviews or feedback that are in any status except closed
- Closed: A view of all reviews or feedback that are closed
- *Assigned to me: A view of all feedback that has been assigned to me
- Created by me: A view of all reviews or feedback that have been created by me
- Late: A view of all reviews or feedback that are not closed, but past their due date
- Due in 7 days: A view of all reviews or feedback that have a due date in the next 7 days
*Only available in the feedback table.
Creating Custom Views
In addition to the pre-defined views, users can create new shared views that save the current filters. To create a new view:
- Filter the feedback to your liking
- Select the New view option at the bottom of the view dropdown list
- Give your shared view a name
- Your new custom view will appear under the Shared section in the views list
If you are looking at a shared view and edit the applied filters, a Save Changes button will appear for you to save that shared view with the newly applied filters.
You can also 'favourite' a custom view, which will pin it to the left navigation bar for easy access. Simply click the 'Add to Favourites' star icon, next to the custom view you would like to pin.
Workspace and Portal Feedback pages
In addition to having a Global Feedback page in the top navigation bar, you can also track and filter reviews and feedback within a Workspace or Portal using Workspace- and Portal-specific Feedback pages.
To do this, open a Workspace or Portal and select Feedback from the left navigation bar.
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