Worksheets

What is the challenge? Currently, the End date from the Release date range field cannot be referenced in custom worksheet equations, or automation rules. The field identifier documentation only provides access to start_date, release_date, and ex...

What is the challenge? The Remaining effort field is not currently supported in calculation columns. Also it's not possible to sort or filter on this column. What is the impact? It's difficult to get value from the Remaining effort field i...

What is the challenge? Can't set a default value in custom worksheets. We have a worksheet with 39 rows plus a row that calculates the total. The total won't calculate unless ALL the rows have a value. Most of the values are going to be zero, so...

What is the challenge? I need to use historical data to develop trend reporting for upcoming FY and quarters. What is the impact? Without this data it is difficult to build budgets and make decisions on products and offerings in the next 1...

What is the challenge? I cannot customize a worksheet field in order to display a color based on calculation results What is the impact? My reports display text vs color for my RAG status results Describe your idea I want to customiz...

What is the challenge? Currently, custom worksheet fields can't be included in a record's card layout What is the impact? Can't show custom worksheet fields visually on a card layout. This means that you have to click into the record's vie...

What is the challenge? I cannot use a loop in a worksheet objects What is the impact? This limits the capabilities within Worksheets Describe your idea I would like to be able to use a for loop in the worksheet object. Worksheet formulas can retur...

What is the challenge? I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple reco...

What is the challenge? The current process of creating and managing multiple reports can lead to overcrowded workflows and inefficiencies when building a unified dashboard. Users face difficulties in seamlessly generating multiple reports and orga...

What is the challenge? There are some metrics within an individual custom scorecard that need to be carried over from idea promotion to feature so that users do not have to re-enter the data. However, the entire scorecard across ideas and features...