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Follow custom terminology in Pivot reports to reflect customized terminology of where the report was originally built, not where the report is run

Pivot table headers use the terminology from the workspace they are being viewed. I want to see the terminology that is used from the workspace line where the pivot table was built. By not reflecting the customized terminology we are effectively i...
Ian Cooper over 1 year ago in Account settings 1 Future consideration

Profile card for all users

Hello, we would like to see the details of each user, such as his Org ID, manager name, location,, which is useful for capacity planning.
Guest over 1 year ago in Account settings 4 Future consideration

Restrict workspace type for new workspace set up

We have come across the issue of team members setting up different workspace types in our Business Line. This makes reporting complicated as the status do not line up. There should be a way to restrict workspace types for new workspaces with admin...
Guest over 1 year ago in Account settings 0 Future consideration

Make toggling between create/view layouts more obvious within the custom layout editor

The custom layout editor allows you to define the layouts for both the view screen and the create screen for a given record type. The admin needs to toggle between these 2 view types using a drop-down at the top of the screen. This drop-down was n...
Mark Eaves about 2 years ago in Account settings 0 Future consideration

Allow customizing Related Feature layout

Today under an Epic/Master Feature I can see related Features, but the layout only shows 2 fields: Feature and Status. To understand (for example) who that Feature is assigned to we have to click and open each feature. The option to "View in repor...
Skye Legon over 2 years ago in Account settings 2 Future consideration

Collapse audit history records on linked objects when a custom table is edited

When editing a custom table, linked records will have history records added which describe a new custom field being added. This creates noise in the history and makes the history of the object hard to track.
Alex Bartlow almost 3 years ago in Account settings 0 Future consideration

User list download enhancement

CSV export of user lists should only download the product line(s) and workspaces selected. Currently the user export shows EVERYTHING despite the fact I chose a select list. I spend an additional 30 min hunting down my workspaces, highlighting the...
Cindy Datlof almost 3 years ago in Account settings 1 Future consideration

Reset Password on Behalf of User

There is currently an existing idea to reset passwords on behalf of an Ideas Portal user. As an admin, I would like the ability to reset passwords for Workspace users (not just Portal Users)
Josh Tambor over 3 years ago in Account settings 0 Future consideration

Bulk update workflows in products

Sometimes PMs want to share a workflow to ensure that we are consistent and on-brand. It would be nice for product owners to be able to bulk update the workflows for ideas/idea portals/etc. instead of having to do so portal by portal.
Yancey Larochelle-Williams over 3 years ago in Account settings 0 Future consideration

CSV import template: Please provide all default fields in the CSV template

When I go to do an import, I review the ‘What Fields Can I Import?’ function, and more often than not I download the Example CSV file. The issue is that the Example CSV file does NOT contain all the fields that are available to import. This is a b...
Joe Carpenter over 3 years ago in Account settings 0 Future consideration