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Account settings

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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 over 3 years ago in Account settings 1 Future consideration

Add Workspace to Recycle Bin List

What is the challenge? Add Workspace to Recycle Bin list What is the impact? Understanding from which Workspace the records were deleted. Describe your idea I would like to be able to see the Workspace a record sat on when it was deleted. We have ...
Leanne Miller 7 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 about 8 years ago in Account settings 6 Unlikely to implement

Override Workspace Template Automations

What is the challenge? We have standard automations needed across a majority of the account with a few exceptions. We would like to disable those that we do not want to be used in certain workspaces. What is the impact? 99% of the time we want wor...
Michael Bruner 9 months ago in Account settings 0 Future consideration

Hide parking lot from certain user roles

Who would benefit? everyone What impact would it make? limits information leakage and information misuse to parts of the organization who don't need to see in progress epic development before it's put in an official release How should it work? wit...
paul raisanen over 1 year ago in Account settings 0 Future consideration

Configurable Fiscal Year Dates

Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K almost 2 years ago in Account settings 0 Likely to implement

PHI Deletion - Personal History

What is the challenge? is is crucial for maintaining patient privacy and complying with regulations like the Health Insurance Portability and Accountability Act (HIPAA) in the United States. What is the impact? Compliance and Legal Describe your i...
Karla Johnson 12 months ago in Account settings 0 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 almost 2 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 over 4 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 over 4 years ago in Account settings 6 Likely to implement