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Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...

Hank Liu 5 months ago in Account settings 0 Future consideration

4 VOTE

Allow Idea records to be seen in a now next later roadmap view

What is the challenge? If we want Ideas to be shown in an Now/Next/Later roadmap view, we need to create a custom drop-down and then a custom report. What is the impact? Would allow users to be able to skip having to create a drop-down and possibl...

Anthony Chamy about 1 month ago in Ideas / Roadmaps 2 Future consideration

3 VOTE

Improve AI prompt for release notes such that we generate a bullet per selected record

What is the challenge? In some cases when generating AI Release notes, the number of selected records does not align to the number of bullets rendered in the output. What is the impact? Release note output produces inconsistent results. Describe y...

Ashley Tierney 27 days ago in Releases 1 Future consideration

4 VOTE

Remove +1 vote added on idea submission for submit-only portals

What is the challenge? Our team has a process where we gather customer votes through a submit-only portal throughout the year, then at the end of the year we open up these questions for voting w/ a vote limit to our customers' designated voters. C...

Max Robbins about 1 month ago in Ideas portal 1 Future consideration

167 VOTE

Require fields by status

I have certain fields that need to be filled in before moving to the next status in my workflow. The data for these fields is not known in the previous statuses, so it can't be set as a required field before the record reaches a certain status. Th...

Bonnie Trei about 4 years ago in Features 14 Future consideration

22 VOTE

Optimize shared webpage auto-refresh schedule

What is the challenge? Currently, when we view a shared webpage, it takes a while for the refresh to complete. At this point we have already started reading the webpage and once the refresh completes, we lose our place where we are currently readi...

Prashanta Balraj 7 months ago in Roadmaps 7 Planning to implement

1 VOTE

Releases, phases and to-dos

What is the challenge? Currently, with the way it Releases and Release Phases are set up, it is not possible to auto-populate start and end dates up from To-Dos. We have created Release templates to include phases and related To-Dos. Currently, wh...

Becky Lee 10 days ago in Releases 0 Future consideration

1 VOTE

Allow Setting the Knowledgebase Homepage Meta Title

What is the challenge? The knowledgebase title is set to "Home Page" and cannot be customized. What is the impact? Vague title in the browser tab, SEO Describe your idea A field to set the title of the KB homepage

Daniel Radman 10 days ago in Knowledge base 0 Likely to implement

1 VOTE

Allow selection of documents as header links

What is the challenge? Cannot select documents from the KB to include as links in the header What is the impact? ^ Describe your idea Would like to be able to link documents from within the help as links/buttons in the header.

Jeremy Bruno 10 days ago in Knowledge base 1 Future consideration

1 VOTE

Keep history of record links being added and removed

What is the challenge? Today there is no history of linking between records. So if a record was linked it's not recorded in both records history. Further if someone removed a link there is no trail either. What is the impact? We use linking to con...

Becky Amirault 10 days ago in Dependencies 0 Future consideration

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