Ability to create tenant-level custom pipeline views for all users

Update 5/03: The pipeline copy has been updated to remove all references to loan. The word loan has been replaced with application. 

Update 4/15: The beta and production release dates for this feature have been moved back by one week. The dates have been updated in the text below. 

Date Available: Beta 4/23, Prod 5/21

Which customers are impacted?: 

Any customer with products live on Builder.

How to turn on: 

This feature will be automatically enabled on the dates listed above.

Purpose of Update and Benefit:

With custom pipeline views, loan teams can more easily and efficiently navigate their pipeline by toggling between the saved pre-filtered views. These views are accessible to all users once created. 

Current Behavior:

Previously, Blend would configure tenant views for new customers. The created views would appear as tabs at the top of the Pipeline. 

New Behavior:

Users who have roles with the permission "Edit system config" enabled can create, edit, and delete tenant-level customized pipeline views on the Pipeline page. Newly created custom views will appear in a dropdown accessible by all users. Users will only see loans which they have access to in custom pipeline views. Users who do not have the editing permission enabled will not have the ability to create, edit and delete views.

Users creating a custom pipeline view or modifying an existing view will name the view, select the columns that appear, and apply filters if desired.

Re-ordering of columns in a pipeline view is achieved by dragging and dropping the column on the pipeline page itself. 

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