What is the challenge? |
A user may belong to an organisation that has particular attributes assigned using custom fields. It would be useful if filters on reports (thing a portal) could be preset based on these attributes |
What is the impact? |
When using Ideas Advanced, the portal report display shows all ideas and not those that are appropriate to a particular user (of the portal). This leads to poor usability and a resistance to adoption of the functionality by external customers |
Describe your idea |
To be able to use the Organisation (or user) custom field values to drive a preset filter selection value as a default. Not sure whether this would be best suited to an automation rule or in the definition of the filter on a report |