Automations Needs an "Everyone" Filter Option

Josh Monifi
Josh Monifi Member Posts: 131 VERIFIED MEMBER
250 Up Votes Fourth Anniversary 25 Likes 10 Comments

As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them!

There should be an "Everyone" option here:

I see this closely related to this Idea: Automations should be editable by Global Admins — Pipedrive Community

In general, Automations needs an update to make it more workable for Admins!

Thanks!

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Comments

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 144 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary

    Hello again Josh :)

    Even though there is not an option to see automation owned by everyone, including yourself, at once, if you select Owned by others, it will show all the automations owned by all users expect from you.

    We hope this could be a possible workaround, and we will bring this to the attention of our product team.

  • Josh Monifi
    Josh Monifi Member Posts: 131 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments

    Thank you @Tony Xavier ! I think that option would not only match other filter settings in Pipedrive, but allow us to look at all our Automations in one place, for counting, sorting, adding Labels, etc!