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Easier way to ensure specified fields carry over to promoted record

What is the challenge? Today, to ensure custom fields on an idea carry over on promotion, this requires a lot of manual set up - creating duplicate custom fields on promoted record layout and ensuring they have the same API key. This requires a pr...
Max Robbins about 1 month ago in Ideas portal 2 Future consideration

Create folder button in Roadmaps Overview section

What is the challenge? My coworker and I struggled to find the right button to create a new folder on the Roadmaps -> Overview page. The design doesn't seem super intuitive; instead of having a "Create folder" button up top (or similar) users h...
Marlee Ellison 7 days ago in Reports 0 Future consideration

Customize the options available in the "Goals" and "Initiatives" fields on related "downstream" records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter 8 months ago in Strategy 0 Future consideration

301 Redirect feature to maintain a single link for time-sensitive documents like release notes

What is the challenge? Currently we'll have to change the links on the home page and create or manually redirect new links for our product/support teams to share release notes documents. This is especially problematic for teams that release freque...
Jeremy Bruno about 1 month ago in Knowledge base 0 Future consideration

Allow epics to be created for workspace line level

What is the challenge? We have multiple product lines that include several product workspaces under them. We need to be able to create an aha epics for larger feature work at the product line level that spans multiple child product workspaces. Thi...
Becky Amirault 5 days ago in Epic 0 Future consideration

Make it easier to select a record type for list reports

What is the challenge? There are a lot of record types we can report on. They are not sorted alphabetically (note the custom tables section below is sorted alphabetically) so it's annoying to look through it to find the record I want What is the i...
Vitaliy Dolbilov 5 days ago in Reports / Roadmaps 0 Future consideration

Improve searchability of icons

What is the challenge? The library of basic icons is great. However the search bar for icons in Whiteboards and Document titles only responds to three letters. The names of icons is counter-intuitive and usually does not reflect any common icon na...
Ian Babelon 5 days ago in Whiteboards 0 Future consideration

Reports: Allow inclusion of Is not criteria in Filters

What is the challenge? When a large amount of values are included in a filter selection (we use organisation). There is no way to positively exclude a particular selectable value. Filters appear to act as an "in list' type of function whereas we w...
Martin W 5 days ago in Reports 2 Already exists

Be able to filter on archived timeframes

Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins 29 days ago in Strategy 0 Likely to implement

Allow idea automation to include submitting organization as a condition

What is the challenge? When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to no...
Alex Horan 26 days ago in Ideas portal 0 Future consideration