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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update feedback filters in Strategic Planning

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

Before you begin

Role required: pf_user

Procedure

  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 (
    Image omitted: icon-more-actions.png
    Actions icon.).</li>
  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 (
    Image omitted: icon-more-actions.png
    Actions icon.).</li>
  2. Select Delete to delete the feedback filter card.
  3. Select Delete to confirm your action.