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Add a "Why am I receiving this?" section to emails.

What is the challenge? It is possible for users to indirectly watch records by watching some of its parents, as described here. What is the impact? From time to time, we receive support requests asking why the customer is receiving email notificat...
Nico Arias-Gonzalez 4 months ago in Comments / Notifications / Roadmaps 0 Future consideration

Strategic roadmap format for custom roadmaps

It would be great to be able to build a custom roadmap with any record type using the 'strategic roadmap' framework/design. It looks presentable, it's easy to understand, and has useful features like re-organising record timelines, expandable sect...
Max O. almost 2 years ago in Roadmaps 1 Future consideration

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 6 months ago in Account settings 2 Future consideration

Automation rule that adds a new row to a custom table

In my use case we have a custom table on releases to track changes to the release date. I would like to set up an automation rule so that "when the release is updated and the date field changes to anything" then "add a row to the custom table with...
Kelly Sebes almost 4 years ago in Account settings 1 Future consideration

Stop Aha from going to the top of the page when refreshed.

What is the challenge? I'm deep into a page making changes. Aha refreshes, and the top of the page is displayed. Now I have to find where I was working. What is the impact? Extra time, work and frustration Describe your idea When a refresh occurs,...
Mark T 2 months ago in Knowledge base 0 Future consideration

Add watchers to framework steps

What is the challenge? You cannot be added as a watcher to a framework step, and therefore do not get notified when the step changes. Given that you cannot lock down a framework to a specific set of users to edit and it is open to edit for owners/...
Madeleine Black 2 months ago in Application 0 Future consideration

Enable "copy" "move" and "Duplicate" automations in Workspace Templates

Who would benefit? Every admin updating the workspace templates. What impact would it make? Reduce the time to set up automations. How should it work? Same as the automation works in any workspace, you can duplicate a rule and move to other places.
Edgar Holguin about 1 year ago in Account settings 1 Future consideration

Allow setting approvals to "any" or "all" when configuring automation rules to trigger approvals

Who would benefit? Users who require all members of an approval group to grant an approval What impact would it make? Right now it only allows "any" member which allows approvals in this scenario to proceed prematurely How should it work? Much lik...
Stephanie Lechner 11 months ago in To-dos 1 Future consideration

Configure the description field that displays on ideas portal

On the idea homepage, the name of the idea and description display. If you have hidden the description field in lieu of more specific fields, you still see "No description provided" on every single idea on the homepage. It would be awesome to be a...
Guest over 5 years ago in Ideas portal 4 Future consideration

Calendar configuration on teams capacity report

Today you can adjust the date range displayed on the capacity report for individuals using the calendar configuration. However the same controls are not available for the teams view of the capacity report. This is because the scenario date range i...
Jeanette Resnikoff almost 2 years ago in Capacity planning 0 Future consideration