My ideas: Ideas portal
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2
VOTE
Automatically hide merged ideas in portal (option to hide tab or an automation)
What is the challenge?
i do not want customers to see merged ideas in the portal. it is possible to hide merged ideas in the portal, but not in an automated way. i either have to a) pull a report of all merged ideas, and make sure the portal vis...
0
Future consideration
3
VOTE
Portal search should apply to existing filters
What is the challenge? When I search in the idea portal, any filters I have applied to the idea portal (workspace, category, custom field, etc) are not used in the search results. I am often searching for a specific idea I know exists in a specifi...
0
Future consideration
3
VOTE
Portal users save filters for reviewing ideas
What is the challenge? My idea portal users have access to ideas from any product across my portal. They may only be interested in a subset of products or categories however. Portal users should be able to save a filtered view of ideas to use in t...
0
Future consideration
3
VOTE
Multi-select and clear categories filter in ideas portal
What is the challenge? Within idea portals, users can select a category as a filter and this applies a filter to the list of ideas. Challenges: Want to be able to multi-select categories as part of my filter. Want to see a view of all the categori...
0
Future consideration
19
VOTE
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...
2
Future consideration
17
VOTE
Allow admins to control the frequency of the Ideas portal summary email
What is the challenge? Due to our planning and release cadence, Ideas do not change status very frequently. Customers receiving weekly emails in which there is not change in status are reminded that their ideas have not moved and end up less satis...
1
Future consideration
17
VOTE
Option to sync layout between idea portal and idea record
What is the challenge? Often when I am creating an ideas portal, I want the ideas form I set up in the portal to have the same fields show up automatically in the idea record. However, I currently need to also customize the idea record's layout in...
1
Future consideration
6
VOTE
Add an Ideas Portal visibility setting that is for creator and voters
What is the challenge? When we archive ideas, we set the visibility to Creator so that the creator is able to see the results of his/her idea. However, if there were any votes on that item, it would be good for the voters to also see that idea and...
0
Future consideration
5
VOTE
Enable Activity Webhooks to trigger on Custom Attribute updates in Proxy Votes (and probably other objects).
What is the challenge? I need to know when a custom attribute in a Proxy Vote has changed. What is the impact? We are unable to fully launch our Idea Escalation process with this feature. Describe your idea We have a custom attribute for proxy vot...
0
Future consideration
2
VOTE
Support linked documents in portal custom pages
What is the challenge? Our portal crosses many workspaces. We would like to create a custom page on the portal that shares notes from each of those under one folder. In Note folders today, you can include linked documents from other workspaces. Bu...
0
Future consideration
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