Update feedback filters in Strategic Planning

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Edit the details of a feedback filters and make real-time updates on your feedback filter.

    Vorbereitungen

    Role required: pf_user

    Prozedur

    1. Navigate to Workspaces > Strategic Planning Workspace and select Feedback.
    2. Create a feedback filter.
      For more information, see Create feedback filters in Strategic Planning.
    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.