Capacity planning

What is the challenge? Currently, a user's workspace user permission will trump any workspace custom role permissions All owner and contributor workspace actions are not included in custom roles (i.e. create record). This means workspace custo...

What is the challenge? The "Filter updates" field in Integration settings is not currently available in the reporting data model. It's not possible to pull this field into a worksheet or report to make any filters visible to users who are not the ...

What is the challenge? When in dark mode, the colors appear different on things like charts, and it's easy to build a chart or other visual that does not appear correctly to light mode users. What is the impact? Right now I have to go to light mo...

What is the challenge? API keys inherit the full permissions of the user who creates them, and there does not appear to be a way to scope the key itself to specific workspaces, folders, or record types. This creates concern internally when bui...

What is the challenge? I've built a custom roadmap that is often used to in presentation to steering groups etc where I would like to present them without the blue line marking todays date as the presentation sometimes are prepared ahead of time...

What is the challenge? Currently, Elle does not have the ability to view the custom table field values on records What is the impact? Cannot use Elle to perform AI Analysis from a prompt to read, view, and provide insights on custom table informa...

What is the challenge? When exporting a record to PDF, if there is a custom table on that record, it is included but cuts off abruptly depending on the PDF setting. Certain fields in a custom table do wrap, such as text fields, but others, such ...

We use multiple scorecards under Ideas and need the ability to apply conditional logic. Specifically, when a user selects a particular Impact Type (e.g., "Retention" or "Existing Market Growth"), the system should dynamically present only the scor...

What is the challenge? Customers who submit ideas through the portal can only view them online today. If they want to share an idea with teammates, leadership, or others for input, they have to rely on screenshots or copy/paste, which makes collab...

What is the challenge? when using presentations, it would be helpful to create a template that has defined fields that are populated based on information in the identified record What is the impact? Data being presented in a visual way that aligns...