Improved legal entity support for saved views


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Enabled for Public preview General availability
Users by admins, makers, or analysts Aug 2, 2021 Oct 1, 2021

Business value

This feature improves user productivity by allowing customers to set the default user experience by legal entity with views. This feature also reduces complexity in the view selector by only showing views that are relevant to the user's current legal entity.

Feature details

An important capability of the saved views feature, in terms of organizational management of personalizations, is the ability to publish views to specific security roles and to specific legal entities. This feature adjusts legal entity support for saved views in three meaningful ways:

  • A view published to specific legal entities is only ever shown in those legal entities. This is a change in behavior from the base, saved views feature. This is where a view published to a legal entity is initially available in the view selector only for the selected legal entity, but it is available in any legal entity after the user had first loaded that view.
  • Personal views can now be saved as global or belonging to specific legal entities, similar to organization views.
  • Default views can be defined per legal entity

Important dates

These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.

Feature stage Version Date
Generally available 10.0.21 October 2021
On by default 10.0.25 April 2022
Mandatory 10.0.29 October 2022

See also

Feature management overview (docs)

Personalize Finance and Operations apps - Saved views (learn)