Application

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Automatically populate the approval group field when a workflow approval is created

What is the challenge? Previously, when a workflow approval was created, the members of an approval group were populated in the "Assigned to" field of the to-do. Recently, the "Approval group" field was added to workflow approvals. This field, how...

Becca Bommarito 5 months ago in Account settings 0 Future consideration

1 VOTE

Custom field variables in document

What is the challenge? Document metadata that needs to be part of the document content must be manually entered and updated. For example, a document's last modified date or a document's custom field reflecting a feature's lifecycle state (e.g., be...

David 5 months ago in Knowledge base 0 Future consideration

3 VOTE

Include origin record info when copying a record

I wish when a record was copied the fact that it was copied and from what record was included in the History tab.

Nathaniel Collum about 1 year ago in Application 0 Future consideration

5 VOTE

Bulk accept Work Requests/To-Dos

If there are a number of to-dos (work requests specifically) that I know I will approve all of them, there should be a way to "bulk" accept and approve all the to-dos to create the new records. This would save time for our product managers

Danielle Martinez about 2 years ago in To-dos 0 Future consideration

6 VOTE

Whiteboards - edit objects created from existing records

It is great that I can copy the URL of an existing record to create an object on a whiteboard (along with an attachment link). However, I'm not able to edit the text or change the font size, which is something I'd want to do. As whiteboards use th...

Dale Potter over 2 years ago in Whiteboards 0 Future consideration

12 VOTE

Sort order in the standard Features Roadmap

The standard Features Roadmap provides a very good overview with releases, their goals, and the underlying master features/features - even combining a portfolio consisting of several products. The releases are depicted and ordered by release date,...

Thorsten Kampp almost 5 years ago in Roadmaps 0 Future consideration

2 VOTE

Roadmaps/Library nav item should be its own top nav item or a nav item of the User icon

Who would benefit? Rational users What impact would it make? Save time for new users How should it work? It again took me a good amount of time to find out where my favorites were listed.Found them at last under Roadmaps/Library This Library featu...

Pascal B 10 months ago in Application 0 Future consideration

4 VOTE

Ability to filter on reference num

It would be incredibly helpful to be able to filter a report based on a list of specific reference num values (we especially need this at the feature level, but I imagine this would be useful for all objects). Ideally this would be a list of exist...

Gene Lewin over 1 year ago in Reports 1 Future consideration

17 VOTE

Make "release quarter" field filterable in reports

We create pivot reports to show our quarterly roadmap of features. Each row is an initiative. Each column is the "release quarter" field. Features are listed in the cells. This works great. Now, imagine there are 4 quarters in the past, but you on...

Guest almost 7 years ago in Reports 4 Future consideration

20 VOTE

Allow custom fields in custom tables as filters as reports

I want to be able to add the fields in my custom tables as filters for my reports. I can add them to the reports for display already. Just need them the option to filter on them please.

Guest about 8 years ago in Reports 2 Already exists

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