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Create To-Do from Outlook Email

Create an email address that can ingest emails from Outlook and create To-Dos for the sender or a department if sent from outside the department.
Guest about 3 years ago in To-dos 0 Future consideration

Make worksheet fields work the same as calculated columns

I can use this equation: if (field("fieldname") >= today(), true, false) -- where the field name is a custom date field in an Epic layout, as a calculated column but it won't work as a custom worksheet field equation because have to give the fi...
Robert B about 3 years ago in Account settings 0 Future consideration

Calculated Fields on More than Just List Reports

Please allow me to use 'calculated fields' in non-List report types. There's a great many times I want to report on derived data of some kind, however right now I can only use calculated fields in "List" reports. For example, I want to make a pie ...
Haddon Fisher about 3 years ago in Reports 3 Already exists

Improve Filter UX

Using filters in reports is a confusing and painful experience, specifically: There are times when I want to set a filter and not have a drop-down on my report for people to tinker with because changing it would negate the purpose of the report. F...
Haddon Fisher about 3 years ago in Reports 1 Already exists

Responsive Reports in Decks and Dashboards

When a report is put into a dashboard or deck, it should intelligently expand and contract to nicely fit the allotted space like any normal responsive web element. Right now, there is no way to make embedded reports look good for two people not on...
Haddon Fisher about 3 years ago in Presentations / Reports 0 Future consideration

Allow drag and drop columns in Initiatives Workflow View rather than have the columns sorted by date

It would be great to be able to move the columns around so this can be exported and used in external reports or presentations. Currently having the view automatically ordered by date is not great and does not offer a great amount of flexibility fo...
Mike Squires about 3 years ago in Product 4 Future consideration

Customize Default Fields on Records - Renaming and Adding Descriptions

This applies to all records with required default fields, not just Features: I would like to be able to customize fields that are default/'out of the box' fields on records. Specifically, I would like to be able to rename and add descriptions (hov...
Ankar S about 3 years ago in Features 9 Future consideration

Allow features roadmap to be embedded in notes

Currently, in Notes, various reports and views can be embedded. However, features roadmap is not an option. I would like to be able to embed my existing roadmap into Notes without creating a separate view that does not match my roadmap I use elsew...
Carah Counts about 3 years ago in Notes 0 Future consideration

Specify default values for custom fields on an ideas form based on the URL.

We have a requirement to allow some users to click on a link to an ideas form (within a submit only portal) which pre-populates certain custom field values. The reason for this is to make the user experience better instead of needing them to selec...
Dave Tucker about 3 years ago in Ideas 0 Future consideration

Heat mapping of values in a pivot table

Im using a pivot table to compare side by side multiple results from scorecards. It would be very useful to use the colour by function to heat map the results to spot patterns visually
James D about 3 years ago in Reports 0 Future consideration