Account settings
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1
VOTE
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...
0
Future consideration
4
VOTE
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...
0
Future consideration
32
VOTE
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...
8
Future consideration
59
VOTE
10
VOTE
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 ...
0
Future consideration
3
VOTE
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...
0
Future consideration
44
VOTE
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...
6
Unlikely to implement
22
VOTE
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...
1
Future consideration
10
VOTE
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').
1
Future consideration
3
VOTE
Improve performance of workspace picker
What is the challenge? We have a lot of workspaces in our account. Sometimes it can take up over a minute for the workspace picker to open. What is the impact? The long loading times hurt productivity. Describe your idea Please make the workspace ...
0
Planning to implement
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