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PROD-I-92 Group by users/display name in Custom Reports
Hi Team, I'm submitting this not only for myself but on Monica's behalf. We both are encountering use cases where customers are having to manually manipulate data because custom reporting doesn't allow us to group by users/display name. I think that if we added this, it would greatly benefit the areas I'm seeing where…
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PROD-I-96 Accessing "Projects" in RFPIO Lookup
Hello Team Recently with Enterprises accounts(especially giant orgs in India namely Birlasoft, Microland, Hexaware ), the need to submit responses to the RFPs in a PPT format has been raised quite a few times. This PPT submission could be a condensed version for the final submission pieced together from the RFP response…
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PROD-I-95 Integration with Front AND OR Guru
Hi Team, Our client Cleo has a street team of guides who help their customers and require access to a database of content. Their current workflow is through the Front App integrated with Guru which manages their knowledge base. The client is experimenting with using our Chrome LookUp to bypass the previous workflow and is…
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PROD-I-94 Default File Upload Option
Hi team, I have a client (Hiretual) who requested that when they click to upload a document (whether that be to the DL, attaching to a Q&A pair or anywhere else in their instance) that the default option is set to 'Google Drive' as opposed to 'Local Computer'.…
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PROD-I-93 Mapping documents with different character limits in same column
Hi team, The team at SHI International brought up a really interesting use case and would love to know if this is expected behavior in RFPIO or if there are workarounds to accomplish their requests. See the issues below: They're running into the problem of mapping multiple answer types in the same column. that They often…
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PROD-I-90 SFDC Stage
I have two clients, Guidepoint and Five9 that want to know if it's feasible for an opportunity stage that is updated in SFDC, to then push over and update the project stage in RFPIO? I know that under the Project > About >Client Details> CRM Opportunity Stage it's updated accordingly...but scroll down further to Stage…
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PROD-I-89 autograph - Please List Signed Date / Complete Date
Hi Everyone, This might be a redundant S4 but I want to quickly raise it anyway ... While in autograph, I noticed in my folder marked All Documents, it shows the list of documents and the status. We capture Due Date, and Updated Date; however, there is no place to view the Completed Date / Signed Date. You must look inside…
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PROD-I-132 E-Signature Completion E-mail Not Sending & Can't Download
Hey team, Ganesh signed an amendment but I did not receive an e-mail alerting me it was complete and I cannot download it from my completed folder. Screenshot below if it helps:…
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PROD-I-102 Custom Reports - Visualization not reflecting data set accurately
Hi All, From my client Gemini, custom reports continues to display some odd behavior. They reached out to me for assistance and gave me permission to look at their reports and in reviewing them the data set doesn't match the visualization - it's pretty far off from what I can tell. For this chart, they are seeking to…
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PROD-I-91 Updating Number Formatting for Currency
Hi, Vodafone has requested that we support European currency formatting. Please see attached for details. I've also asked them to submit it as an enhancement request. Do we have other European clients who have requested this? If so, please add them to this S4. Thanks, Monica Votes 1
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PROD-I-470 tracking previews in Doc Library
In an effort to understand truly how much Doc Library content is used, I'm wondering if we would consider tracking how many times the preview button and the share button are clicked? For me, for example looking at marketing docs or enablement docs, I often want to reference something from the doc, so I find the doc then…
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PROD-I-133 moderation not showing correct # of records?
Hi Team, My moderation queue in RFPIO, Inc. instance is showing I have 7 records pending moderation, but only showing 2. No Filters currently applied.…
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PROD-I-87 Guide users to archive the completed and dormant projects
Slack bot is suggesting us to archive channel that has not seen activities for 'n' days, why not we suggest(a prompt) users(Enterprise customers) to archive completed projects and no activities for 'n' days?. 2 benefits: 1. Performance will be intact as we move all archive projects to secondary storage leaving room for…
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PROD-I-227 Assignment Due Dates on Question-level
Unsure if this is already an S4/enhancement request but I frequently hear clients asking if they can set Due Dates for Assignments on a Question-level. Currently, you can only set Author/Reviewer Due Dates on a Section level. While you can assign individual Questions to users, you cannot set Due Dates on those individual…
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PROD-I-134 Used Count vs. Usage Count
Hi Team, Very minor! Is there a reason we use different nomenclature for tracking usage? In the Answer Library UI "Used Count" In Custom Reports - "Usage Count" When customers search for the field in Custom Reports they start typing use, which doesn't return any options because it is listed as usage count. Votes 0
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PROD-I-82 Answer Library Update API
Hi All, I have ticket #13972, and the user would like to update the Custom field for the Q&A pairs in the Answer Library. When the user tried to update it, the user got the error message, " Answer field is empty". and his question is why do I need to add the Answer for updating the custom field alone?. I believe it is a…
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PROD-I-286 Custom Reports Document Library Usage
Hello Team, I've been working with Lakshana's client, Genpact, on reporting. Would it be possible to build a Document Library Usage module in Custom Reports like the Answer Library Usage module? Currently, we can't report on usage counts or used by for files in the Document Library like we can in the Answer Library. Votes…
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PROD-I-216 AL Import - Ability to auto-identify duplicate Q&A records during import
Hi Team, We have got this request from a few customers with regard to automatically identifying Duplicate Q&A records (similar to the Doc Library) when the same is being imported into the AL. Illustrating the current scenario; 1. Initially import Q&A into the AL from the required doc/docs. 2. After a certain time period,…
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PROD-I-86 Request from a client from PRISYMID: Clarifications count in project overview- Reg
A feature enhancement request is made by a client from PRISYMID in a support ticket. It is regarding the Clarification tab in the Project overview. Unless there is any open clarification in the project, It is always displayed as 0 Clarifications. But if we click on that button there are few answered clarifications inside…
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PROD-I-85 RE: AL Import - Ability to auto-identify duplicate Q&A records during import
Hi Team, We have got this request from a few customers with regard to automatically identifying Duplicate Q&A records (similar to the Doc Library) when the same is being imported into the AL. Illustrating the current scenario; Initially import Q&A into the AL from the required doc/docs. After a certain time period, there…
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PROD-I-83 Branded Export Template Review Cycles
Hi all, I'm certain this S4 has been requested before, but I can't seem to find it... Have we ever considered ensuring that branded Export Templates also have their own Review Enabled cycles? I think this would be quite useful to our prospects / clients, if it is not already an item on our roadmap! Let me know your…
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PROD-I-206 Active Projects vs. Trash
Hi Team, I have a prospect currently in trial that mentioned how confusing it was that when he moves a project to trash, it still counts as an active project. It seems pretty counter-intuitive to me as well that projects in "trash" are synonymous with "active". Is this something we would consider changing moving forward?…
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PROD-I-84 Ability to Mark Section numbers during import
Hi Team, This is a request from Ciena. They usually handle huge projects with more than 100 sections and 1000s questions. The source document has a section number that is separated by column just like the question number. They would like RFPIO to have the ability to mark section numbers along with their name. So, they can…
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PROD-I-466 To get a warning message when the sheet is protected while configuration
-- Refer to summary -- Votes 0
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PROD-I-318 Flag duplicates before importing
This request comes from UPS Healthcare. They uploaded a document and realized after they uploaded that there were 400+ duplicates that were added to their Answer Library, as they already had some of the content in the AL. They're requesting that we add a pop-up that notifies the user that those Q&A pairs are already in the…
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PROD-I-221 Allow users to select template for Answer Library Backup
SHI International asked if there was the ability to export their AL content to an alternative template (ie one of theirs) other than the generic RFPIO template. I don't believe this is a current functionality, but definitely see value in this. Can we consider this for a future enhancement? Votes 0
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PROD-I-139 Duplicate Projects - Answer Library Content Change Indicator
Hi team, Cigna is super excited about our new Duplicate Projects feature and wants to leverage it as much as possible. However, one of their big setbacks for using it is the fact that the Answer Library Content Change Indicator feature isn't working with projects that are duplicated. Khalees mentioned that this is by…
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PROD-I-103 CAiQ version 4.0.2
Hi team, On my call today with Zoom Video, they asked which version of the CAiQ we support. Sri confirmed we support up to version 3.0 right now. Is it in the roadmap to begin supporting the 4.0.2 version? This is a critical request for them to leverage the projects side of RFPIO. Thanks, Kendall Votes 1
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PROD-I-312 Executive Dashboard Filters - Project Due Date
I have a request from our client Cloudflare to filter the Executive Dashboard by the following data points: Project Due Date - by a Range [i.e. Projects that were due in Q1 Jan1 - Mar 30] They have already said that the Custom Reports & Dashboards are not helping them achieve the type of visualization they want to see.…
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PROD-I-296 Document indicator in Intake
When using intake, one of the most important pieces to consider to make a go/no-go decision is assessing the document(s) associated. However, when requesting Intake, it may not always have a document. It might help our customers in several ways if they knew whether a document was attached or not. Perhaps we could take…