Worksheets

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Allow custom worksheet fields to populate without clicking on field in each record

I created a custom worksheet field for my features, and every row in my worksheet contained formulas that were derived from other fields. The formulas in my worksheet only produce values after I manually click on the worksheet field in every recor...

Spencer Abrams over 5 years ago in Worksheets 17 Shipped

50 VOTE

Reference capacity planning fields in calculated column equations

Currently the capacity planning fields are not available to use in the Custom Equation builder. It would be great if we could use the fields to perform calculations in list/pivot reports. An example use case is to calculate the risk of completion ...

Madeleine Black over 6 years ago in Worksheets 3 Shipped

54 VOTE

Allow votes as a metric for advanced equations in idea scorecards

I want to use multiple metrics in an advanced equation for my idea scorecard. One of these is the number of votes that a given idea has, which would let the score change over time as more or fewer people vote on an idea.

Guest almost 9 years ago in Worksheets 8 Shipped

5 VOTE

Auto-refresh for custom worksheets w/ 200+ dependencies

Who would benefit? Customers using custom worksheets with 200+ dependencies in formulas What impact would it make? If a custom worksheet is modified, the auto-refresh to update records does not take place if there are 200+ dependencies within the ...

Brittany Rhoney almost 2 years ago in Worksheets 1 Shipped

15 VOTE

Link to existing fields in worksheet calculations

When building calculations using the Worksheet custom field type, it would be helpful to access standard Aha! fields in the calculations. Here are some examples of where standard fields in the worksheet calculations would be helpful: Lapsed days ...

Madeleine Black over 6 years ago in Worksheets 1 Shipped

13 VOTE

Using Custom Equations to sum number field from a Custom Table

A custom table is used to track individual savings / cost elements attached to a feature. The request is to be able to create a feature custom field whose equation sums the cost elements in the related custom table records.

Guest over 6 years ago in Custom tables / Worksheets 0 Shipped

3 VOTE

Use link type in equations

What is the challenge? When reporting on linked documents and ideas from the research tab to validate supporting research, the "link type" is not available in equations to perform calculations on linked items. What is the impact? The link type fie...

Jeanette Resnikoff over 1 year ago in Worksheets 0 Shipped

2 VOTE

Worksheets support filtering on custom proxy vote fields

Who would benefit? Enterprise+ customers with Ideas Advanced What impact would it make? Greater flexibility when reporting on proxy vote data How should it work? Use case: I want to count the number of proxy votes on an idea, filtered by proxy vot...

Dale Potter over 1 year ago in Worksheets 0 Shipped

6 VOTE

Custom worksheet date validation

When I enter data into custom date fields which are part of a worksheet field, and the format is set to DD-MM-YYYY it doesn't accept my entry in this format. I must enter the date as YYYY-MM-DD which will then convert it to my desired DD-MM-YYYY f...

Guest about 5 years ago in Worksheets 4 Shipped

7 VOTE

Ability to reference initiative start / end dates in calculated field equations

I want the ability to reference an initiative's start/end date in calculated field equations so that I can format the date and make it appear exactly how I need it to on reports.

Nathaniel Collum about 6 years ago in Worksheets 0 Shipped

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