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
Who would benefit? Workspace Owners who are not admins What impact would it make? Workspace owners who are trying to invite several users to their workspace--allowing them to import in bulk increases efficiency so they don't have to add these user...
Stephanie Lechner
about 1 year ago
in Account settings
0
Future consideration
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
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
What is the challenge? I need to implement automation rules for the entire org for Ideas. What is the impact? I have 50 workspaces that need the same automation rule for Ideas. I cannot use the workspace template because we only require a unified ...
Leanne Miller
8 months ago
in Account settings
0
Future consideration
Automatically populate the approval group field when a workflow approval is created
What is the challenge? Previously, when a workflow approval was created, the members of an approval group were populated in the "Assigned to" field of the to-do. Recently, the "Approval group" field was added to workflow approvals. This field, how...
Becca Bommarito
6 months ago
in Account settings
2
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
Enable "copy" "move" and "Duplicate" automations in Workspace Templates
Who would benefit? Every admin updating the workspace templates. What impact would it make? Reduce the time to set up automations. How should it work? Same as the automation works in any workspace, you can duplicate a rule and move to other places.
Edgar Holguin
about 1 year ago
in Account settings
1
Future consideration
What is the challenge? Would like to send a notification to specific users when a new record has been added to a custom table. What is the impact? Today there is no alert when a custom table record is added or adjusted. Users need to look at repor...
Kristina Gass
6 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