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My votes: Application

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Explicitly set order of priority for automations.

What is the challenge? Automations on the same record type execute in arbitrary order. What is the impact? Out-of-order execution may lead to unexpected behavior. Describe your idea Give automation a priority system so it can be exec...
Frank Sun 10 days ago in Roadmaps 0 Future consideration

Allow Discovery standalone users with Owner permissions to manage Tag values

What is the challenge? Discovery users can now create tags in interview, but they currently cannot manage them. That still requires a Roadmaps user with Customization admin permissions What is the impact? While Discovery users can add new ...
Stephanie Lechner 18 days ago in Interviews 0 Future consideration

Bulk delete custom layouts

What is the challenge? For teams that want to delete many custom layouts, it's time-consuming to do it one-by-one. What is the impact? Teams need to spend significant time manually deleting custom layouts. Describe your idea Enable t...
Jack Parr 28 days ago in Account settings 0 Future consideration

Dashboard - Text Panel Formatting

What is the challenge? If a large text panel is created and the text toward the bottom of the panel needs formatting, the text editor is not viewable and available to use. What is the impact? Makes it difficult or impossible to format the ...
Tracy T about 1 month ago in Reports 0 Future consideration

Add "Custom Tabs" on Proxy Vote Custom Layout

What is the challenge? We would like to separate attributes on the Proxy Vote layout by user type using tabs. Some are for Customer Success Managers, some are for Customer Success Architects and some are for Product Managers. What is the imp...
Roger Deane 28 days ago in Voting 0 Future consideration

Individual Reviewer Permissions for Knowledge Sites

What is the challenge? Cannot set different individual permission levels for users within the same permission group on Knowledge documents. When workspace document access is set to "Edit" for one group of Reviewers, all Reviewers inherit edit pe...
Krysta Boyer about 2 months ago in Knowledge bases 0 Future consideration

Enable custom fields for Date field for now, next, later roadmaps

What is the challenge? We use a custom field called "target quarter" in which features are relegated to. Since I cannot select that field to anchor features to the columns, i can't add issues to the roadmap with this custom date field What i...
Guest 10 days ago in Roadmaps 0 Future consideration

Hierarchy for customer segments

What is the challenge? Customer segments are hierarchical for example a customer is not small and large but mall be small and non profit What is the impact? Segment analysis difficult Describe your idea Allow at least one level of hi...
Ryan Faircloth 10 days ago in Ideas 0 Future consideration

Report for customer segments

What is the challenge? Sharing content among stakeholders What is the impact? Reduce Copy and Paste Describe your idea When adding segments to a report or preso we can't add the description or summaries of customers matching this seg...
Ryan Faircloth 10 days ago in Ideas 0 Future consideration

Allow filtering by organization in Ideas API

What is the challenge? When filtering API requests related to ideas and/or votes, it is not currently possible to filter by a specific organization associated with those votes. What is the impact? It is common to need to review lists of id...
Maria Plotkina 10 days ago in Ideas 0 Future consideration