What is the challenge?
When exporting a record to PDF, if there is a custom table on that record, it is included but cuts off abruptly depending on the PDF setting. Certain fields in a custom table do wrap, such as text fields, but others, such ...
Maria Plotkina
about 1 year ago
in Custom tablesFuture consideration
Give Elle the ability to view custom table fields on a record
What is the challenge? Currently, Elle does not have the ability to view the custom table field values on records
What is the impact? Cannot use Elle to perform AI Analysis from a prompt to read, view, and provide insights on custom table informa...
Ability to sort custom table records in field dropdown and filters
What is the challenge?
Custom table entries default to sorting by entry order. You can re-sort the table by any column, but this sort doesn't stick, nor does sorting the custom table have any effect on the fields associated with the custom table...
Elizabeth Meyer
5 months ago
in Custom tablesFuture consideration
Enable sorting (A-Z) or highest to lowest for pivot tables
What is the challenge? Currently you can't sort pivot tables by status of escalation. You can for lists
What is the impact? We have to leverage exporting the data to other platforms
Describe your idea. Allow pivot table data to be sorted like yo...
Guest
2 months ago
in Custom tablesFuture consideration
I should be able to Add the Initiative "Show on charts" checkbox to table filtering and/or display in tables
What is the challenge?
We use the "Show on charts" toggle at the initiative level to determine if we want to show initiatives on our external facing roadmap or not.
This "Show on charts" toggle is not available to filter on at the Initiative l...
Brian Zirbes
about 2 months ago
in Custom tablesFuture consideration
Use the record name by default for joined custom table records in reports
What is the challenge? When a custom table is added to a report through a join, the report currently shows the first available field by default instead of the field that best identifies the record.
What is the impact?
This can feel inconsistent...
Kate Mason
5 months ago
in Custom tablesFuture consideration
Custom field tied to a custom table should show all columns (or selected columns) from the table
We have a custom table with 4 different columns and a custom field (feature level) tied to this custom table to select a value. When I access custom field for selection, it only shows the first column in the table. However, I need to see all colum...
Ram Dhurjati
almost 5 years ago
in Custom tablesFuture consideration
Provide the ability to choose where custom tables are displayed in the navigation
The navigation change implemented on 03/13/23 resulted in users having to access custom tables via the workspace settings. It would be great if we had the ability to move this back to the previous location of the Notebook tab (previously 'info').
Niall Gallagher
over 3 years ago
in Custom tablesFuture consideration
Allow for changing column width of Custom Table views
When custom tables are viewed, the column widths is defaulted by the system and doesn't allow for customization. For better usability, it would be great if we can change the display width of the columns
Karla Johnson
over 5 years ago
in Custom tablesFuture consideration
Allow multiple one-to-many custom tables on a single custom tab
I have information that I'd like to group under a single tab in my record layout. The information I'd like to capture requires the use of multiple one-to-many custom tables. Instead of housing this related information on separate tabs for each cus...
Bonnie Trei
about 3 years ago
in Custom tablesFuture consideration