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Enable filtering records on related tab by the workflow status rather than status category

What is the challenge? Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items What is the impact? This limits our ab...
Steven Schafer 29 days ago in Reports 0 Future consideration

Customize the data columns displayed in My work

The record lists presented in My work almost display everything I need to know to prioritize my day and take action on the most important work. To really use these pages effectively, I need the ability to customize the data presented in the record...
Nathaniel Collum 12 months ago in My work 1 Future consideration

Add drill in options to Now, Next, Later Roadmap

Who would benefit? Product managers, stakeholders viewing Now, Next, Later roadmaps What impact would it make? Product managers would get fewer questions from stakeholders with the ability to add more information to the Now, Next, Later roadmap Ho...
Guest 3 months ago in Roadmaps 4 Planning to implement
148 VOTE

Advanced functionality training

GOAL: Provide training on more advanced functionality | CLASS MATERIAL IDEAS: Capacity planning, Budgeting, Advanced administration Automations Worksheets Custom tables Integrations (Dev tools, Confluence etc.)
Julie Price over 2 years ago in Training 1 Future consideration

Allow knowledge bases to be embedded in webpages and products

What is the challenge? Currently you cannot add a knowledge base to a webpage or web-based product. What is the impact? This means users need to navigate to a separate webpage from what they may already be using. Describe your idea Allow ability t...
Chris Quigley 25 days ago in Knowledge base 0 Future consideration

Ideas overview page - summary

Who would benefit? Clients. What impact would it make? They could review all ideas they have submitted in a quick glance. How should it work? We would like to have a summary on the total number of the ideas raised within a workspace, and / or the ...
Krisztina Hodjan 2 months ago in Ideas 0 Future consideration

Allow custom footer to KB pages

What is the challenge? Certain copyright, legal, etc. information must be included on each KB page. Right now, this text would need manually added to the bottom of each article. If it ever needed changed, each article would need edited. What is th...
Emily Yankush about 1 month ago in Knowledge base / Notes 1 Future consideration

Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush about 1 month ago in Knowledge base / Notes 1 Future consideration

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins about 2 months ago in Reports 1 Future consideration

Add the ability to map Idea status to Promoted Record status

Who would benefit? Administrators and Product Managers What impact would it make? Reduce the number of automations for Administrators to maintain and manual steps for Product Managers How should it work? Add a configuration option to map Idea stat...
Neal Maeyama 4 months ago in Ideas 2 Future consideration