We have overhauled the sharing feature of process boards so that you can filter and adjust the shared view as needed and re-use the shareable links.

Link Creation:

• Share button: Click the share button (top right corner) on any process board or multi-board and the sharing modal will pop up.

  • Active filters apply: The new UI modal will show the current filters and board views. You can adjust them, if needed.

  • Granular control: Filters you set for this particular share link will apply. You can create multiple share links for the same board and each one can have different filters.

    • Duplicate prevention: If a matching share link already exists, creation fails and the existing link is automatically copied to your clipboard

  • Options for filtering:

    • Selected board view (composite boards only)

    • Rule filters

    • User filters

    • Group filters

• Legacy links: Older share links remain functional.

  • All data: Prior to this improvement, any previous links will be labeled as “All data” and will still be useable.

  • Link options:

    • Copy link

    • Copy embed link

    • Revoke link

Invalid rule handling: Rules that don’t apply to the filtered board are flagged.

• Red flag: Rules that were selected and don’t exist on the current board will show up in red and they will be removed from the share link.

  • Auto-clear: Invalid rules are automatically cleared when creating the share link, even if you don’t manually clear them.

• Dynamically adjusts: Changing the board filters will update which selected rules are displaying as valid.