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PROD-I-566 Assigning moderators to QnA pairs within the moderation queue for action - Client Adobe
There often are a lot of SMEs on the team who are experts on different sections within RFPIO collections. It would be great if we can have those SMEs approve or deny the items in the moderation queue by assignment method as it would not be a good idea to have a lot of people being notified about the moderation queue.…
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PROD-I-567 Add Magnifier (or Preview) for Images in Recommendations View
Team - please consider adding some ability to magnify images (or the entire Q&A pair) from the Recommendations view. Because the Recommendations panel is quite small, images are reduced in size to the point where the text they contain cannot be read. See attached screenshot In UX 2.0, the Recommendations panel cannot be…
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PROD-I-568 Open a Q&A pair from recommendation engine in a window
When we are using recommendation engine from the right panel, we often find content which might suite another question. But, when we go to the other question, the recommendation panel refreshes with new content corresponding to the selected question. If there was an option to open a Q&A pair in a new window (probably in…
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PROD-I-570 Consider using Avatars to display assigned users on Project Answering Page
Team - I have logged this request before - but I just got the same feedback on a Trial earlier today, where I was using new UI. Participants indicated that the way we currently display Authors on the Project Answering page is both hard to see and non-intuitive. We use the red bubble with a number in it - see 1st screenshot…
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PROD-I-571 Ability to update Answer type for Multiple Sections at a time
This Enhancement request is from Mobileum Inc's Swetha Pigilam. They say that they find it troublesome to update answer types for each section at a time and would like to be able to select multiple sections and change the Answer Type for them. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul…
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PROD-I-572 Request to add hyperlinks in Custom Report
This Enhancement Request is from Archerim's Roger Gagnon. They have requested that in Custom Report, It'd be great if we could click on the row or some calculated field ID to directly go to that record. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 11, 2022 Thank you for the idea, Sumana.…
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PROD-I-573 Custom Reports Owner field doesn't show if the specified owner is a Team name
The custom report showing the answer library owner field does not show when the owner is a team. The result is a "- -" when the only owner is a team. The client would like to have this functionality enhanced so that it reflects both groups and individuals. Votes 1 Comments for the idea : product-response-mgmt…
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PROD-I-574 Ability to filter based on open comments in Document Library Custom reports
Client would like the option to filter based on open comments for document library custom reports. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 12, 2022 Thank you for the idea, Sumana. Why do they want this ability? What info do they store in the DL comments? And why do they keep it…
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PROD-I-575 Enhance video functionality in a Q&A pair
Currently, you can add a video as an attachment. When exporting to Word or Excel, the video is put in the "attachments" folder. However, when you hyperlink a video to Q&A answer text the link is only kept if exported into Word. If you export into an Excel it does not link the video and does not include the video in the…
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PROD-I-576 Ability to include images in Questions
Hi Swetha Pigilam from Mobileum requested an enhancement where the images can be included in Questions. They have a large set of such questionnaires and would like images in Questions Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul 18, 2022 Hi Sumana, We have the ability add images for full…
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PROD-I-577 Ability to convert excel to pdf internally
Swetha Pigilam from Mobilieum has raised this enhancement request. She says - "We have some files in excel where we need to get signatures, convert it into pdf and send to the customers. we don't have the feature of converting into pdf internally, we have to do it offline, upload docs and send it for signing where the…
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PROD-I-578 Answer Recommendations - Search inside the documents as well
Searching for keywords is checking only inside Q or A pair and getting the recommendations. However, it would be helpful if we search inside all the documents as well. We can add a filter criterion asking users if they want to "search inside all the documents" as well. One of the clients was checking for this requirement.…
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PROD-I-579 Cross-Reference for Tables and Figures
This S4 is at the request of my client, KBI Biopharma. They rely heavily on cross-referencing/hyperlinking to figures and tables. So in a section, they may say "Refer to Table 3" and have the ability to click on that text and it takes them to table 3 in the document. I understand that even if we could have this…
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PROD-I-580 Need option to set effective time when assigning users to a role.
Hi Team! this is Sabarish from QA, I have an idea, that whenever we assign user to a role, we are required to have an option, that from when the new access rule should be applied to the particular user. For example, whether it should be applied from a particular date or from next login or immediately in the current user…
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PROD-I-582 Enhancement on Team bell icon to the top
when we search for a user for a comment in the new UI it searches based on their tag first before their name. Is there any way the Team icon/bell could be at the top of the list always like by default? Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul 26, 2022 Hi Vivin, May I know the problem…
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PROD-I-583 Completing tasks by several team members without closing the tasks
Submitting the idea on behalf of my client AFAS. They would want the 'Project Task' to be open until all the assigned users complete their part inside that particular task. Current behaviour is even if 1 user completes his work the whole task can be completed. This client uses a lot of tasks to track their activities /…
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PROD-I-584 Default Answer Headers for Answer Library
I submitted this in May 2021, but Atlassian has just requested the same as a very high priority for them so I am resurfacing this. Atlassian has indicated they would like to have every Q/A pair have a default set of three answer types. They note this is critical functionality for them and are asking this to be a high…
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PROD-I-585 Advanced Search of Sections in Proposal Builder
When creating a Proposal Group/Template in the organization settings, when you select from sections, there is no way to filter (or see) tags or collections. Often, our clients have section templates with the same name, but the content varies. Sure we have a preview button, but the content may not quickly display which…
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PROD-I-586 API to auto fill Content Custom Fields
I was working with a finance client that likes the idea of content merge tags. However, their content merge tags are generally specific fund amounts. examples being: Fund A Total Value, Fund A # of Assets, Fund A Churn, Fund A new Assets, etc. All of these details are updated quarterly from their own BI tool. They would…
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PROD-I-587 Uploading a document from Salesforce, Forces me to upload document again
When I create a project in Salesforce it asks me to import my documents. In the previous UI, when I would go to the sections tab in RFPIO right after the project creation in Salesforce it would automatically redirect me to the mapping screen after clicking import document. Now when I click import document I have to load in…
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PROD-I-588 Projects : Client Details -> Project Value -> Restricting Negative Numbers Typing
While creating new projects, the field "Project Value" in "Client Details" is accepting Negative Numbers. Votes 1 Comments for the idea : Santhoshkumar S Jul 25, 2022 Attaching a screen shot for reference. product-response-mgmt product-response-mgmt Jul 26, 2022 Hi Santhoshkumar, Thanks for Submitting the Idea. It…
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PROD-I-589 To merge both proposal and projects
Raising this request on behalf of my client 'Adenza' They feel that both Proposal and Projects should be merged. Below is the mail from client for reference. "Yesterday, we had session with your teams on Proposal Template feature for an RFP. We were given to understanding that Proposal should be created as " Separate…
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PROD-I-590 Timestamp for Project Notes
Ability to get timestamp for the entries added in Project Notes. This is requested by Infosys Use-case: The projects are being worked on for a very long time. During the progress of the project, the project notes are added to be shared with their Product team internally. So, they can start with internal work parallely.…
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PROD-I-591 Accept / reject an intake within the project screen
As far as I can see, the only way to accept/reject an intake is from the intake overview screen. It would be helpful to be able to accept/reject an intake from within the project, rather than having to return to the intake overview screen. See video - https://share.vidyard.com/watch/rfhwbSRM4XgQ3j1UEkEwej? Votes 5 Comments…
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PROD-I-592 Setting AL Search criterion & Authors/Reviewers based on selected Project Type
Team, based on the selection of a Project Type for e.g. a 'VSQ' we should be able to do the following; * Set Search Criterion by default i.e. for a 'VSQ' Project type, search content within the 'Security' Tag or Collection with Owners (who primarily work with Security content). User could remove the filters if they need to…
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PROD-I-593 Permissions to toggle 'Save in Answer Library' based on the user role
Raised by Infosys: Save in Answer Library toggle is disabled on the project level and they do not want to give the ability to toggle for all the users even if they are going to be the author on the question. They prefer to have this enabled for certain roles. Toggle has to be displayed only for admins or any user with this…
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PROD-I-594 Trigger workflow based on changes in Project Custom fields
Raised by Infosys, Microland. There are multiple custom fields and the values under custom fields plays a major role in establishing a workflow for the project. Ex: If a certain field has value A, the project goes in a particular direction involving team X, If value is B, then team Y and Z are involved. It gets difficult…
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PROD-I-595 Auto-Respond to PDF Forms
Hi Team, our customer Scholastic recently asked if RFPIO could help them auto-fill out PDF forms likes the ones attached. When we said no, they said that Loopio could, although I am not aware of them having this capability. Regardless, they asked if this could be raised as a feature request and have the ability to…
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PROD-I-596 Due Dates for Guest Assignments
Would like to be able to assign a Due Date for Guest Author assignments at both the Section & Question level. I know we don't yet have Question Level Due Dates but would it be possible to add Section Level Due Dates for Guests? Thank you! Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Aug 7,…
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PROD-I-597 Custom Reports Calculated Fields: Include other functions
In Custom Reports today, we can create a calculated field by subtracting one field from another. However, that is the only function. Jon Cernak from Amazon would like additional functions: adding, multiplying, dividing. Votes 6 Comments for the idea : product-response-mgmt product-response-mgmt Nov 21, 2022 Thank you for…