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Ideas portal

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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 11 months ago in Ideas portal 2 Future consideration

A reporting column for proxy vote count that is filterable

What is the challenge? A team might want to report on the number of proxy and normal votes for an idea next to each other in the same report, and filter the ideas in the report to those that have had at least one proxy vote. Currently this isn't...
Jack Parr about 1 month ago in Ideas / Voting 0 Future consideration

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...
Alex Horan 11 months ago in Ideas portal 1 Future consideration

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...
Max Robbins 12 months ago in Ideas portal 1 Future consideration

Idea portal search bar for workspace/category

What is the challenge? Large customers have a huge catalogue of products and categories in their ideas portals when they have a central ideas portal. With hundreds of products and categories, it can be hard for customers to filter the ideas port...
Max Robbins about 1 month ago in Ideas portal 0 Future consideration

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...
Max Robbins 2 months ago in Ideas portal 0 Future consideration

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...
Max Robbins 2 months ago in Ideas portal 0 Future consideration

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...
Max Robbins 2 months ago in Ideas portal 0 Future consideration

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...
Guest 5 months ago in Ideas portal 0 Future consideration

Option to limit view of portal users on certain ideas submitted in the portal

What is the challenge? Right now, all ideas submitted to the portal are accessible/can be seen by many portal users. We want an idea to be visible to only a subset of the employees, like a custom group of select individuals? What is the impa...
Guest about 2 months ago in User management 2 Future consideration