Idea for the option to select a card view for workspaces.   Say for example that we have 20 clients, rather than each client being a text line in a list (which is fine for hundreds or thousands of records), they have their own card view pulling in an image from an image view. Each card could be colour coded based on a criteria; maybe based on workflow state such as "under review" to differentiate between records.   Visuals attached. Show More

Currently (as far as I know) there is only one sound way that you can limit the workspace items that a third party user can access -- Add them as an "Additional Owner" to the items they need to see, and then add the "View Items" role to their group for that workspace. (and intentionally omit the "view records owned by others" permission)   Perhaps this is the wrong approach, but the major limitation is that "additional owners" cannot be imported in bulk -- therefore you must open each record individually, and add them as an owner -- including every item on the item's BOM (if it has one).   Here are some possible quick solutions. All of these assume that the method above is the only way supplier access can be achieved:   1) Expand the "View Supplied Items" role for Suppliers workspaces, to actually allow the user to click through to the record they're sourced to in the workspace. (currently the list of supplied items will be shown, but the items themselves will be classified to the user if they click on them -- which seems to defeat the purpose of tab entirely -- this feels like the most obvious fix) 2) Similar to above, Expand the "View Related Items" role to allow a user to click through to the related items, as long as they're an owner on one of the items. 3) Allow import of "additional owners" 4) Add an option to allow access to all of the bom-items (children) of any parent item that is owned by a given user.  This would make #3 far less critical of a function.   Thanks! Show More