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Option for workspace template to not override all settings when first applied

What is the challenge? When applying a workspace template, even if the settings are marked as unlocked in the template, once applied to a workspace the existing workspace settings will still be changed. This is not always the desired experience. I...
Max Robbins 6 months ago in Account settings 0 Future consideration

Reorder filters in reports

What is the challenge? There is often an order of filters for a report that is logical, but that order can't be changed today. Oddly, you can even drag a filter in the Add Filters window but it can't be dropped anywhere What is the impact? Harder ...
Matt Kalan 5 months ago in Reports 0 Future consideration

Allow Workspace Owners to import users in bulk

Who would benefit? Workspace Owners who are not admins What impact would it make? Workspace owners who are trying to invite several users to their workspace--allowing them to import in bulk increases efficiency so they don't have to add these user...
Stephanie Lechner 11 months ago in Account settings 0 Likely to implement

Allow Workspace templates to inherit layouts from product line

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...
Dale Crane almost 1 year ago in Account settings 0 Future consideration

Apply workspace templates to lines

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...
Jeanette Resnikoff over 2 years ago in Account settings 1 Future consideration

Track anything from My work

My work is an effective page for anyone managing records assigned to them. However, PMs often manage work assigned to other people. I want the ability to track specific work from My work, even if it isn't assigned to me. A few quick examples: Key ...
Nathaniel Collum over 1 year ago in My work 0 Future consideration

Add ability to restore reports / roadmaps / views from the recycle bin

When reports / roadmaps / views are deleted, sometimes by accident, it cannot be restored from the recycle bin. This request is to add the ability to restore them.
Hank Liu over 1 year ago in Reports 1 Future consideration

Add an option to restrict showing "all categories" with the Ideas Newsletter

What is the challenge? Customer have the option to only select the Ideas Categories they are interested. What is the impact? When the newsletter includes all categories, the value of the newsletter diminishes, reducing the user seeing the newslett...
Shelley Millis-Wight 3 months ago in Ideas 0 Future consideration

Be explicit with what is being deleted

What is the challenge? When you select a table/field for deletion, the prompt asked are you sure but there is no indication that you definitely chose the right thing - no highlight, etc. What is the impact? Having to double check by cancelling and...
Sarah H 3 months ago in Comments / Notifications 3 Future consideration

Sub-steps in frameworks

What is the challenge? Frameworks can be quite complicated. For example, the Aha! Framework breaks down to 3 levels of granularity and as business processes go, it's pretty simple and clean. Bigger organisations are complex systems with many movin...
Steve Dagless 3 months ago in Application 0 Future consideration