RELATED IDEAS
Clear prioritization rank when removing a record from prioritization view
What is the challenge? |
When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across records, and there is no automatic way to clear the rank when an idea is unranked. |
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What is the impact? |
Confusion from reports that display records with their ranks |
Describe your idea |
Introduce an option to automatically clear or reset the synced rank field when an idea is removed from the prioritization view. This would ensure the custom field accurately reflects the current ranked state and prevent duplicate or stale rank values from appearing in reports. |
5
MERGED
Update idea rank should remove value for records removed from ranked list
What is the challenge? When you click "update idea rank" in a prioritization view, it doesn't remove the rank value from any records that have been removed from the list. What is the impact? Over time, this causes records (ideas/features) reports ...
0
Future consideration
2
MERGED
When updating the initiative rank, records that moved out of the ranked list should have their prior rank deleted
Who would benefit? Users that are assigning a rank and those that are interpreting the rank. What impact would it make? A clean understanding of how records are ranked How should it work? As a user, if I am using the new initiative ranking capabil...
0
Future consideration
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As an Idea is removed from the ranked category, we would like to have that priority rank field to return back to blank. This will prevent duplicate ranks, when another Idea is moved into that original rank number.
When an Idea is removed fro the ranked category, that means it is no longer ranked so it should not have a priority/rank number assigned to it.