Pendo Feedback offers different table views of request data to support your Feedback activities. You can take action directly from within the view you’ve created, and save the state of your table to revisit and share.
Views in Feedback are a Beta feature. To take advantage of this feature, navigate to the Browse page in the left-side navigation of Pendo Feedback and select Switch to BETA in the top right of the page.
Find an existing table view
To find an existing view in Feedback, open the dropdown menu in the top-left of the Browse page.
The default selection, All Requests, lists every request in reverse chronological order. Once you've opened the dropdown menu, find and select the view you want to use or edit.
There are some views already available to you, including Assigned to me and New Requests.
The partial match search function inspects all non-deleted views that you have access to. This includes all views you’ve created alongside any views that were created by other people with a visibility set to “Team Only”.
Create a new table view
You can create a new view of your Feedback data by applying filters, adding and removing table columns, reordering columns, and choosing the sort direction of columns.
To apply filters to requests, select the items you want to filter by in the dropdown menus at the top of the Browse page. You can filter by Apps, Product Areas, Statuses, Tags, and Assignees. Choose from the items in the corresponding dropdown menus.
You can search for items from within in the dropdown menus for Product Areas, Tags, and Assignees by typing the name of the item you want to include in the filter.
To add, remove, or reorder columns, select the Manage Columns icon located in the top right of the Browse table, under Clear All Filters.
This will open the Manage Columns window, where you can select which columns are displayed in the table and in what order.
To add a column, select + Add Column at the bottom of the window and then select a column from the dropdown menu. To remove a column, select the cross (x) next to the column you want to delete.
To reorder columns, select the three vertical dots next to a column you want to move, and then drag and drop it further up or down the list.
After making your changes, select Save. This only saves your column changes. To save your new table view, see Save a table view, below.
Sort by column data
You can reorder requests by stack-ranking the values in the following columns:
- Requests, alphabetically or in reverse alphabetical order.
- Statuses, from unreviewed to released, or in reverse dev order.
- Account Value, from lowest to highest, or from highest to lowest.
- Votes, from least to most, or from most to least.
- Created, in chronological order or reverse chronological order.
To reorder requests by column data, select the corresponding column header.
Note: The Vote column in this table takes all votes into account, including votes from internal team users, customers, prospects and, if using the Salesforce integration, Salesforce opportunities.
Revert to the original view
If you want to revert to the original view after making changes, select the dropdown arrow (v) next to Save and select Revert Changes.
Note: You can’t revert to the original view after selecting Save.
Save a table view
After you’ve created a new table view or made changes to an existing view, a Save button appears at the top of the page next to the dropdown menu.
To save changes to an existing view, select Save. This replaces the existing view with the view you’ve just created.
To save a new view based on your most recent edits, you can select the dropdown arrow (v) next to Save and choose Save As New View. Alternatively, you can select Create New View from the bottom of the Requests dropdown menu.
In the Save View window that opens:
- Enter a meaningful name for your new table view.
- Choose a visibility level.
- Select Only Me to make your new view private.
- Select Team Only to make your new view visible to coworkers
- Select Save at the bottom of the window.
Note: Your app visitors don't have access to saved views.