Add option to collapse or left anchor AI Assistant (Elle) while actively working on a page
What is the challenge? When an Elle panel is open on a page, there is no way to resize or partially collapse that panel to allow more space for working on the page itself.
What is the impact? If you are working on a report or detailed record draw...
Have "Responses" AI action review any notes in addition to transcripts
What is the challenge? The "Responses" AI action in a Discovery interview currently only works on an uploaded transcript.
What is the impact? If a user has uploaded a note or document, even if that document is in clear Q&A format, the "Respon...
Ability to bulk edit custom fields on Approvals and To-dos
What is the challenge? Currently, it's not possible to bulk edit custom fields on Approvals and To-dos.
What is the impact? Time consuming to update custom fields across multiple approvals or to-dos. They either have to be done manually, or via a...
Add organization context from contact record to Quotes on Interview and Study records
What is the challenge? Often, the participants in a study belong to an organization, which provides helpful context around their priorities and preferences to a researcher or PM. Right now, in the "Quotes" area on both Interviews and Studies, you ...
Maria Plotkina
1 day ago
in Insight reports
0
Future consideration
Add updated_since to API for contacts and organizations
What is the challenge? Maintaining contacts and orgs in connection with internal systems through the API can be difficult without referencing and updated_since parameter
What is the impact? Running large jobs that are unnecessary when jobs could ...
Jeanette Resnikoff
1 day ago
in API / Ideas
0
Planning to implement
Automatically update assignee on the promoted record to match the idea assignee
What is the challenge? There currently is not a way to get the promoted record's assigned user to match the assigned user on the originating idea
What is the impact? Assigned users must be manually updated
Describe your idea. Either provide a se...
Stephanie Lechner
3 days ago
in Ideas
0
Future consideration
What is the challenge? You can set individual users to receive notifications when work requests are sent to the workspace, but you are unable to see users' roles or select overall by workspace role. This would be particularly useful when applying ...
Support custom fields for Approval and To-do automation actions
What is the challenge? Currently, it's not possible to set custom fields on an Approval, when one is created via an automation rule.
What is the impact? Important information is not visible directly on the Approval. Approvers must navigate to the...
Bulk Edit assigned to user list should be determined by filtered results
What is the challenge? If you are in one part of the hierarchy when you build a list report to bulk edit, the options to bulk edit the assigned to user will be determined by the workspace you are within even if the results are from other workspace...
Import requirement start/end date (date range) via CSV
What is the challenge? Currently, you cannot import requirement start/end date (date range) values via CSV
What is the impact? Manual effort to update date ranges and cannot use the standard date range functionality with requirements. It is much ...