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Status Future consideration
Categories Account settings
Created by Terence Osmeña
Created on Nov 11, 2024

Support worksheet custom fields in automated scorecard metrics when an idea is promoted

What is the challenge?

I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple record types on the metric configuration form, the fields available no longer include the worksheet fields. Instead you have to create separate scorecards per record type.

What is the impact?

The idea and its promoted record cannot use the same scorecard, which means that the idea score will not be copied to the promoted record. This creates manual work and inconsistency. The workaround today is to use custom fields instead of worksheets.

Describe your idea

Support worksheet custom fields in automated scorecard metrics across multiple record types, including ideas and their promoted records.

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