Jacques van Zyl Posted February 23, 2022 Report Share Posted February 23, 2022 Please create a mechanism to persist some preferences across cases for an individual user. Every time I open a new case I have to go to preferences and select "no" for Show timeline (to give me more screen real-estate) and go to Facets to select "no" for Location facet auto expand data sources, etc. which are my "preferences". It becomes tedious after a while to keep on doing the same thing over and over again. Quote Link to comment Share on other sites More sharing options...
jon.pearse Posted February 24, 2022 Report Share Posted February 24, 2022 Hi Jacques, have you tried using case templates? Quote Link to comment Share on other sites More sharing options...
ŁukaszBachman Posted February 24, 2022 Report Share Posted February 24, 2022 Hi, fully agree. This is another thing that we wish to have in one of future releases. Case templates may allow you to transfer certain preferences between cases, but a lot of UI-specific settings are still kept in the browser, which means they won't be transferred. The general idea that we have is to allow those user "profiles" to be synced with the server and maybe even something that admin users could control (like setting default profile for all users0. Quote Link to comment Share on other sites More sharing options...
Jacques van Zyl Posted February 24, 2022 Author Report Share Posted February 24, 2022 Hi Łukasz, that will be exactly what I suggest.. @Jon the templates would apply defaults at a case level (no?), and I'm desperate for this to be done at a user level.. Quote Link to comment Share on other sites More sharing options...
ŁukaszBachman Posted March 2, 2022 Report Share Posted March 2, 2022 Yup, that's what I'm saying We are on the same page here, just need some development manpower to get this done. Quote Link to comment Share on other sites More sharing options...
Simon Céré Posted May 25, 2022 Report Share Posted May 25, 2022 Thank you for this post. I just tried using the case template function and it works great to replicate basics preferences, tags and other. Lots of time saved! Quote Link to comment Share on other sites More sharing options...
jon.pearse Posted May 26, 2022 Report Share Posted May 26, 2022 Thanks for the feedback!! Quote Link to comment Share on other sites More sharing options...
Simon Céré Posted January 13 Report Share Posted January 13 After using this functionality many times now, I would like to suggest improvement to it. It would be great to have as part of the case template, "redaction template" and "PDF rendering options". "PDF rendering options" is when you export as PDF document such as here: so that when you open a new case with a case template you get the same redaction template from the case and same rendering options. Thanks, Quote Link to comment Share on other sites More sharing options...
Mateusz Posted February 3 Report Share Posted February 3 Hello Simon, We can advise you to look into export templates which can then be part of a case template. We think this might help you achive what you are describing here. Quote Link to comment Share on other sites More sharing options...
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