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Account settings

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Apply workspace templates to lines

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...
Jeanette Resnikoff almost 3 years ago in Account settings 1 Future consideration

Enable merging a many to many relationship custom table field with a predefined tags field

What is the challenge? Currently, it's not possible to merge a many to many relationship custom table field with a predefined tags field What is the impact? Manual effort required to export and import via CSV when creating a new predefined tags fi...
Terence Osmeña about 2 months ago in Account settings 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 almost 4 years ago in Account settings 1 Future consideration

Paid Seat group "profiles" for SSO provisioning

As a paid seat group owner, I would like to establish standard permissions for users in my paid seat group that I can apply through SSO at the time of seat provisioning. These permissions include both roles (owner, contributor, custom role) as wel...
Bonnie Trei over 1 year ago in Account settings 0 Future consideration

Disable cloning / copying records

What is the challenge? copied records bring over all data fields - including locked fields and fields used to indicate something was a part of a specific planning period What is the impact? there is no way to identify a record has been cloned, or ...
Joy Fryer about 2 months ago in Account settings 0 Future consideration

User management: filter for date user was created

What is the challenge? To comply with company policy, user accounts created more than 90 days ago, and never used, need to be disabled. What is the impact? Non-compliance with company policy Describe your idea Add a filter to the Settings > Acc...
Dale Potter 4 months ago in Account settings 0 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 11 months ago in Account settings 1 Future consideration

Ability to edit first and last name of a user

What is the challenge? Ask? . If a transgendered employee who hasn’t had a legal name change yet were faced with this challenge, it would be an afront to the values that our company holds dear. Certainly something we have to address at the point o...
Karla Johnson 6 months ago in Account settings 0 Future consideration

Allow ability to limit valid values in Feature fields to only display relevant values for the workspace.

When defining features in a workspace, you should only need access to utilize valid values from selected workspaces. Each workspace owner defines and reports on their valid values very differently. When all valid values from every workspace are di...
Karla Johnson about 3 years ago in Account settings 1 Future consideration

Allow Workspace templates to inherit layouts from product line

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...
Dale Crane over 1 year ago in Account settings 1 Future consideration