Rally - Custom Views - Pie Widget Detail Table Lacks Saved View Functionality

Products

• Rally SaaS

Issue/Introduction

In the pie widget's view mode, selecting an item displays a details table that does not support "saved views." This prevents users from permanently selecting columns, unlike other reports where this is possible.

Consequently, columns must be manually re-added every time the details table is accessed, reducing efficiency.

Environment

Rally SAAS

Resolution

The key is the precise order in which an administrator creates and shares the custom view.

Steps for Administrator (Project or Workspace Admin):

1. Edit the Original Custom View: Begin by editing the specific custom view you wish to update.
2. Select All Required Fields: Access the 'Show Fields' option and meticulously select all the fields that should be visible to users.
3. Share the Custom View: Only after confirming all desired fields are selected, proceed to share the custom view.

Result: By following these steps in sequence, all selected fields will be correctly applied and visible to every user who accesses that shared view, including those with viewer permissions.