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Account settings

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Role permission template that can be attached to users

It would be great to predefine a permission template and save it. Each time a user comes in, we dont have to select the permissions for the user to various workspaces but instead just attach the permission template. Will save a lot of time and avo...
Arun Kalyanaraman about 3 years ago in Account settings 0 Future consideration

Enable Import feature for Categories, and choice list for custom fields

We have to enter category list manually for workspaces, same is true for custom fields that require predefined list. we would love to see import feature for those lists to remove manual work.
Mariam Kikaleishvili about 3 years ago in Account settings 1 Future consideration

Customizable aggregated workflow views

I have two separate workflows for our AI team and our Engineering team. Our AI team requires multiple stages of investigation, data collection, model analysis, etc. and our Engineering workflow is much more standard. I'd like to see them both toge...
Guest about 3 years ago in Account settings 0 Future consideration

Capture/Show Custom Field Creator

It would be very helpful if it were possible to see who has created a given custom field so that 'admin' type users can easily determine who to contact about questionable field additions/associations. For context: even with restricted customizatio...
Joe Buehlmeyer about 3 years ago in Account settings 0 Future consideration

Be able to select a default scenario for all users (Capacity Planning)

Right now, when you add a new scenario (even if it is just a test scenario), all users will be defaulted to that new scenario. We will have dozens of people using the tool, so the inability to get them to all set their own defaults to our standard...
Megan Sanders about 3 years ago in Account settings / Capacity planning 0 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 about 3 years ago in Account settings 1 Future consideration

Make worksheet fields work the same as calculated columns

I can use this equation: if (field("fieldname") >= today(), true, false) -- where the field name is a custom date field in an Epic layout, as a calculated column but it won't work as a custom worksheet field equation because have to give the fi...
Robert B about 3 years ago in Account settings 0 Future consideration

User Report - Additional Filter - Last Activity

Being that we don't have a reliable user access management tool, our Admins clean up the users if no activity after 90 days. Unfortunately, there isn't a way to filter this, so I must click every user on the page in order to disable in bulk. Click...
Victoria Morrella about 3 years ago in Account settings 1 Future consideration

Recycle Bin - increase the # of days from 7 to 30 days

Being that we had a situation with deleting workspaces & finding a bug, we realize that 7 days is not enough time to recover data in case the situation isn't uncovered within that time frame. If data is changed (bulk edit, deletion, etc), user...
Victoria Morrella about 3 years ago in Account settings 5 Future consideration

Workspace Users View - Add Column for Paid Seat Group

As we have more workspaces under our account, I'm allowing Product Owners to add in users. They seem to forget to place their user under a Paid seat group, which places them in a "None" group. Are you able to add a "Paid Seat Group" under the view...
Victoria Morrella about 3 years ago in Account settings 0 Future consideration