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Reporting on the Custom Terminology

What is the challenge? Is there a way to report on across the Account Level to see any product line / workspace that has custom terminology? How would you solve it? It would allow Admins to filter on the different custom terminology being used? Wh...
Mike Jacobson 8 months ago in Reports 1 Future consideration
107 VOTE

Conditional choice list fields

We need the ability to have one choice list field present a list of values that depend on a selection that was made in another choice list field in the same record. For example, I might have a choice list field in an idea that asks the idea submi...
Alex Horan almost 7 years ago in Application 2 Future consideration

Allow ad hoc approval to-dos to be set to all users in an approval group

What is the challenge? Ad hoc approval to-dos that are not part of a status transition cannot be set to all users in an approval group. It is current set to Any. This defeats the purpose for having an approval group that requires all approvers' co...
Terence Osmeña 4 months ago in To-dos 0 Future consideration

Allow KB users to give feedback on notes

What is the challenge? Those managing a KB want to know if pages are helpful to their end users, but there currently is not way to ask for feedback. How would you solve it? Add a widget at the bottom of each KB page to ask for feedback. This could...
Emily Yankush 8 months ago in Knowledge base / Notes 1 Future consideration

Allow joining a roll-up initiative to its' related goal in a report

Who would benefit? Businesses with multi-tiered strategic hierarchies. The reporting need is: "Show me initiatives, with their parent initiative, and then the goal that the parent initiative is related to". This could be, for example: Product-leve...
Reilly O'Connor about 1 year ago in Reports / Roadmaps 1 Future consideration

Align sort order on shared webpage dashboard filters to source dashboard filters

What is the challenge? When you have dashboard filters, and you share the dashboard as a webpage, the sort order on the filters do not match. What is the impact? When using a workspace filter, for instance, the workspaces are not in the same order...
Stephanie Lechner about 2 months ago in Reports 0 Future consideration

Support "same as" automations for tags

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same tags across records. What is the impact? We often capture a key customer's name o...
Nathaniel Collum about 2 months ago in Features 0 Future consideration

Features workflow board - do not default group by assignee

What is the challenge? My account has hundreds of users. Every time I go to the workflow board, it is grouped by assignee and this is not helpful since I am never looking at this work across all my users (if I ever do, it's just a subset of users ...
Max Robbins 5 months ago in Features 2 Future consideration

Streamline the way that we create a text-link to a different page in a Knowledge Base

What is the challenge? Creating a link from one topic to another takes too much time. Currently, you need to: 1) Go to the destination topic and copy its URL, 2) Return to the topic in which you want to create the link, 3) Select the text to be li...
David Yelenchic 4 months ago in Knowledge base 0 Future consideration

Add the option to "select all" in filters

What is the challenge? When using filters, there isn't an option to "select all" and unselect the one you don't want. What is the impact? Time consuming when there are many options you must choose instead of a simple choose all and deselect possib...
Sherry Dockery 2 months ago in Reports / Search 2 Future consideration