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Strategy

165 VOTE

Advanced functionality training

GOAL: Provide training on more advanced functionality | CLASS MATERIAL IDEAS: Capacity planning, Budgeting, Advanced administration Automations Worksheets Custom tables Integrations (Dev tools, Confluence etc.)
Julie Price over 4 years ago in Training Shipped
164 VOTE

Conditional forms on ideas portal

Since I have more than one idea category, I have custom fields that are associated and useful for specific categories of ideas. Currently I need to put all of them on the input form and display layout for all ideas. This makes the form unnecessari...
Jonathan Berg over 8 years ago in Ideas portal Shipped
161 VOTE

Master feature status should automatically get updated based on the feature status

I'd like to see my master feature status automatically updated as my features get updated. So, if a feature is in progress, the master feature status should show in progress. After all features are ready to ship, the master feature should update t...
Guest about 9 years ago in  Shipped
160 VOTE

Set a default view from saved views

Would like the ability to set default views for things like Workflows (e.g. epic and task boards) from saved views for multiple users, regardless of what product is currently selected.
Guest about 9 years ago in Reports Shipped
157 VOTE

Custom Fields at Requirement Level

Is it possible to create custom fields at the requirement level? For example, we want to set prioritization at the requirement level that will push into JIRA. We would want to create a custom field for this.
Guest over 11 years ago in Application Shipped
156 VOTE

Filter for Blank values

I'd like to find features that are missing a value for certain fields, but I don't see a way to only show Blank values for things like Initiative or Custom fields
Jonathon Leeke over 10 years ago in Features Shipped
153 VOTE

Dashboard Dynamic Filters

Ability to filter reports dynamically in the dashboard. For example, apply an initiative filter to all reports in the dashbaord so I don't have to create multiple dashboards showing the same information for different initiatives.
Erin Jones over 5 years ago in Reports Shipped
153 VOTE

Sync record's workspace, goal, initiative, epic, and release (name and link) to integrations

The use case is so that those working primarily in JIRA can understand “why” they are being asked to deliver “what” has been requested. In the screenshot attached, it shows a section of the JIRA issue interface. It then shows a tab created specifi...
Project Parker about 8 years ago in Jira Shipped
152 VOTE

Salesforce shows all ideas requested by a customer

When a customer submits an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce, Today we are able to go into SFDC and manually search for the Idea for that user and link the account to t...
Vered Yosub over 6 years ago in Salesforce Shipped
150 VOTE

Automation actions to have 'same as' to copy field values

Currently if I need pass on a field value from one field to another, there is no easy way, but to create separate automation rule for each value. Which is not optimal and will have to create 10 rules for 10 values and if a new value is entered nee...
Jyothirmayi Talaparthy over 5 years ago in Automations Shipped