Update feedback filters in Strategic Planning

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Edit the details of a feedback filters and make real-time updates on your feedback filter.

    시작하기 전에

    Role required: pf_user

    프로시저

    1. Navigate to Workspaces > Strategic Planning Workspace and select Feedback.
    2. Create a feedback filter.
    3. From the feedback page, select the feedback filter card that you want to edit.
    4. Update the record details or delete the feedback filter card.
      ChoiceAction
      Edit feedback filter card
      From the feedback page:
      1. Select the Actions icon (Actions icon.).
      2. Select Edit to update the feedback filter card.
      3. Select Confirm.
      Delete feedback filter card
      From the feedback page:
      1. Select the Actions icon (Actions icon.).
      2. Select Delete to delete the feedback filter card.
      3. Select Delete to confirm your action.