Account settings
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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
1
VOTE
Option to apply changes to workflows automatically when changing workspace templates for a workspace
The current behaviour is for a workspace template change not to apply to workflows because of the risks of changing many status mappings. For our use case of workspace templates, we would prefer that all workflow changes are automatically applied ...
0
Future consideration
8
VOTE
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...
0
Future consideration
3
VOTE
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 ...
0
Future consideration
4
VOTE
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...
0
Future consideration
2
VOTE
Define and share predefined choices with custom fields
What is the challenge? We've defined a set of custom fields as Predefined Choice Lists which all have a common set of Choices. The fields are to show levels of Platform Adoption across workspaces. We have ~13 platform services and want to visualis...
1
Already exists
10
VOTE
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...
0
Likely to implement
10
VOTE
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...
0
Future consideration
5
VOTE
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...
0
Future consideration
23
VOTE
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...
1
Future consideration
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