Prioritization Rules
Organize your records based on defined filters. Prioritize your records in the order in which you'd like to view them from top to bottom by the filters defined within the rules you create. These views appear off the desired record type in your gradient navigation bar. These lists are characterized by blue priority information bars across the screen, letting users know which records fall under which category.
Creating Prioritized Rules
Create as few or as many prioritized rules as you’d like under each record type. It is recommended to use the ‘KISS’ method when starting out and have little experience creating prioritized lists. Most companies utilize simple status filters to keep the entire organization on the same page.
How Do Workflow Tabs & Departments Relate?
A sales department rep may see and perform different tasks compared to a customer service department rep. Because of this, Shape allows you to define each departments workflow. See images below for more explanation:
Editing & Adding Rule Sections
Name the priority info bar display name which will be visible to the users that have access to this view. Afterwards, define your filters of what appears in that section. Be mindful of your rules and how they relate to one another because it is possible for a record to show up in two of the sections within the same list. It is recommended to start out by just using status filters. **Note: Prioritized lists are a series of filters. When you pull a list, the system looks for and then returns data. Each record must get evaluated against each filter, filters with complex logic can increase load times. If a list is running slowly, it's because parts of the list take a long time to find and return the filtered data or you are pulling a lot of records. Try simplifying your filters and/or removing unused sections.
