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Account settings

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Implement user import

What is the challenge? What is the impact? Describe your idea
Guest about 2 months ago in Account settings 0 Already exists

Ability to add PO functions to a Custom Role

We have recently implemented Custom Roles in our space that bumped the PO role to Contributor + Custom (eliminating the ability to add new product and granting paid seat access, etc - see attached) We would like the ability to change some of the t...
Marina Reyna about 5 years ago in Account settings 8 Future consideration

Option for workspace template to not override all settings when first applied

What is the challenge? When applying a workspace template, even if the settings are marked as unlocked in the template, once applied to a workspace the existing workspace settings will still be changed. This is not always the desired experience. I...
Max Robbins 8 months ago in Account settings 0 Future consideration

Allow bulk-edit of Scorecards

a similar set of features could easily have a common score profile and it would be nice to be able to bulk-score (bulk-edit) the score of a series of features to avoid having to enter the same stuff over and over.
Guest over 9 years ago in Account settings 11 Unlikely to implement

Allow to define the scope of tags/choice list custom field values (account vs. workspace)

It should be possible to define whether the values of choice list and tags custom fields (predefined or editable) are shared at account level (current behavior) or limited to workspace level such that workspaces can share a configuration but have ...
Thierry Loones over 1 year ago in Account settings 0 Future consideration

In the Menu: Account Settings > Customizations > Statuses and workflows, show a list without having to scroll down many times to find the workflow names

What is the challenge? In the Menu: Account Settings > Customizations > Statuses and workflows, What can I do to show a list without having to scroll down many times to find the workflow names (See screenshot below). What is the impact? I ne...
Mike Jacobson about 2 months ago in Account settings 0 Future consideration

Create Custom Layouts for Custom Tables

What is the challenge? I can´t create custom layouts for custom tables What is the impact? I can´t group fields depending on the end user priorities, I can´t turn field to read-only if needed, I can´t edit relationship data with other records Desc...
Edgar Holguin 6 months ago in Account settings 0 Future consideration

As an Admin, I would like the ability to easily see and filter which custom fields are being used by which products and product lines

As a very large account user, we have A LOT of custom fields and we are finding it very hard to manage. Our biggest pain point is that some of our Admins will update a custom field, that they believe is only being used by them in their product, an...
Deirdre Clarke over 7 years ago in Account settings 6 Unlikely to implement

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 over 3 years ago in Account settings 1 Future consideration

Provide the ability to choose where custom tables are displayed in the navigation

The navigation change implemented on 03/13/23 resulted in users having to access custom tables via the workspace settings. It would be great if we had the ability to move this back to the previous location of the Notebook tab (previously 'info').
Niall Gallagher over 1 year ago in Account settings 1 Future consideration