Access Controls for Views

This is our biggest update to how you can manage your views! We've heard from you that your list of views under a category can become large and difficult to manage, which is why views can now be hidden on a per-user basis.

Views can now be given one of three visibility settings that can be set when creating a new view or updating an existing view:

• Default - The view will show in all users' projects and cannot be removed. This was the way views functions previously, so all your existing views have been automatically given Default Visibility.

• Everyone - Anyone in the project can access the view and add it to their sidenav for easy access

• Just Me - A private view that only the view creator has access to

To see all available views you can add to your sidenav click on the ••• menu next to a category name in the sidenav and select Manage Views.

Restricted User Project Role

We are introducing a new role in projects of Restricted. This role allows only specific views of elements within a project to be shared with a user. To change a company user's role to Restricted, the project Owner can click on the + icon next to the Team heading in the project sidenav.

Users with the Restricted role have the following abilities:

• Access to all views that have their view visibility set as Default

• Access to views that have their visibility set as Everyone so long as a project Owner or Editor grants access for the user from the View Settings

• The project-level files, notes, tasks, automations, and activity are hidden for Restricted users

• Within view(s) that the user has access to, they can:

  • View and edit element field values for fields that are displayed in the view

  • Add files, notes, and tasks to the element

Document View Text Area Styling Settings

We know how important it is to get your document views looking exactly as you want, which is why we are introducing new settings for Text Area blocks in Document View that will allow you to define which styles you want to use in ther document. These options are:

• Remove text area styling - completely strip out any styling from the Text Area field and opt to style the text area field within the Document View

• Override text & highlight color - opt to use any text and/or highlight colors defined in the Document View rather than those defined in the Text Area field

Other Improvements and Features

• When viewing a public Form shared view, any filters set up when selecting a related element for a Related Element field are stored as part of the shared view URL and able to be shared with other public users

• Added the ability to configure which fields should display be default in the Related Elements element picker. To configre fields, open the Field Settings for a Related Elements field

• Restricted the editing and deletion of notes to only be allowed if a user is a project Owner or if they are the orignal creator of the note

• The experience of downloading a Drawing View PDF with annotations is improved to better support large PDFs with a large number of annotations. Downloaded Drawing Views will also now appear in Files → Reports for easy access

• Increased maximum length of select field options from 100 characters to 250 characters

• Updated the user experience of creating and updating views, including making the preview image of the view dynamic based on view configuration

• Performance and speed improvements to Table View

• Update bulk edit field value interface to better match the recently updated element pane fields interface

Bug Fixes

• Fixed a bug where text area fields would have no height unless the height was re-set in the field settings