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PROD-I-733 Salesforce Error message - content change
This is from Spirent Communications. Via SFDC, when they click on create project, an error shows 'you do not have access to create project' for a fraction of a second. As checked from our end, we are receiving the error for a fraction of a second, where in the system basically, looks if we have access or not. Then…
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PROD-I-735 Allow images to be stored as Merge Tag values
A significant expansion of RFPIO's merge tag functionality would be allowing Images from the Content Library to be represented as merge tags within Answers, Section Templates, and Catalogs (See idea: PROD-I-738). For example, image.jpg exists in the CL and is given the merge tag: [Image1] The company-level merge tag…
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PROD-I-736 Option to "Update Stage" from Projects Main Page
It would increase efficiency if there was an option to Update Stage on the Projects page via the 3 dots on the right Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Oct 8, 2022 Hi Nicole, Thanks for the submitting the idea. May I know if there are any usecases behind it which helps me to…
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PROD-I-737 HTML Code
BDO Canada brought up some areas on a call today that they are hoping we could accommodate with the platform. It was pretty high depth for me tbh so I have shared the recording. The jist of the request from my notes is that we have the HTML code added into the Answer Library for adding Q&A pairs with easier formatting and…
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PROD-I-738 Allow Catalog formula fields to reference "text strings" regex AND other Catalog fields
A significant (albeit seemingly simple) enhancement to existing Catalog functionality would allow the following 2 scenarios, and would eliminate much of the workarounds and 'clunkiness' of using this feature: * A Catalog formula field may include text strings and regular expressions as part of the formula, perhaps…
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PROD-I-739 Adding "Language" field to Document Library.
When we're using the new Content Library, we are unable to assign "Language" metadata for the documents. So, all the documents are slotted into the "Not Assigned" bucket of the Content Library Language field. Client requested to enable one language field that is applicable to all content types (Both QA and DL). Votes 1…
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PROD-I-740 Tracking won opportunity
Tracking closed won/ lost opportunities Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 11, 2022 Hi Naveen, I am not able to understand your request. Can you please elaborate it? Thanks, Deepan M Naveen Kumar Chilpichetti Oct 11, 2022 Hi Deepan, When the client submit the proposal to Issuer…
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PROD-I-741 Change instances within PowerPoint Add-in
Hey team, Can we add the ability to change instances within our PowerPoint add-in, like we have in Outlook, Excel, and Word? This would be very helpful for both demos and when we are running a POC. Thanks, Tim Votes 13
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PROD-I-742 Review queue can show individual user's count rather than total count in New UI.
In New UI, review queue shows the total number of items up for review. Even though it can be filtered down from "All Content" to "My Content", user feels it cause an extra layer of confusion for owners. Changing review count to individual's content only instead of showing count of all items due for review would be useful.…
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PROD-I-743 Need to view similar contents per page
In Classic UI, view similar content displays QAs per page. But in New UI, user can only view all QAs in one page. user feels sometimes it's confusing when scrolling down on every content rather than seeing them per page. Based on user feedback - Finastra (#22307) Votes 1
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PROD-I-744 Unable to edit answer types for multiple sections at a time
More option is not enabled when multiple questions from multiple sections are selected at the question list view. Client is looking for this option to be able to edit the answer type in bulk for multiple questions from multiple sections. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 12,…
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PROD-I-745 Unable to convert the question types to Full rich text to include pictures- Mobilieum
This request is for my client Mobilieum who is finding it very difficult to handle images that are sent as part of the questions. On an average they say they get to work around 500 RFP's per year and it is time consuming to use both RFPIO and manual methods of sending images via email. so their request is to make the…
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PROD-I-746 E-signature feature in old UI is not available in new UI while exporting - Mobileum
This request is from my client Mobileum, who has idendified that the e-sign option is not available in the new UI while exporting (in the 3 dot menu). Screen shot attached for reference. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 8, 2022 Hi Abinaya, We do have several customers looking…
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PROD-I-747 Custom Report Date fields dropdown to have the option "Last Quarter"
As of now while creating a custom report for either project or AL module, when we go to the filter option to add additional filters, in the Field name if any Date field is selected, in the Operator dropdown menu we have the options ALL TIME, TODAY , LAST WEEK, LAST MONTH etc. Client request here is to add another option…
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PROD-I-748 All changes to a Q/A pair can route through moderation
Currently, only changes to the answer of a Q/A pair are routed through moderation. Changes to metadata or the question fields are not routed through moderation. Vizent would like the ability to have all changes to a record route through moderation. If a user changes the tags, it goes to moderation. If they add an alternate…
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PROD-I-749 SMAX API Integration
MicroFocus is wanting an integration with SMAX with the following criteria - "as we use SMAX for the request and would like to transfer key fields from the SMAX ticket to the RFPIO project. Also interested in seeing if we can transfer back data from the RFPIO project back to the SMAX ticket." Votes 4
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PROD-I-750 Requested to add file description below the actual file name in New UI.
In New UI, we can only see the file description in the properties tab. However, we have never needed to do this in the classic UI. They are used to seeing the file description below the actual file name. And in the classic UI, when you click on the file name, information on the file pops up on the right side so you can…
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PROD-I-751 View All questions - it’s much more complex in the new UI.
When we filter all questions by "Authors-Unassigned" * In the classic, it gave you a total count of the questions that were unassigned. In the new UI it doesn't. This was extremely helpful to see a full count. Now we have to tediously click into each section and manually count how many we have left. * Another issue is that…
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PROD-I-752 Original author on content saved from a project
When content is saved from a project into a content library, Informatica would like to see who actually authored that content. Would it be possible to add to the metadata saved in the Q/A library to show who was the original author (the person who actually answered the question) on the project similar to how we see the…
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PROD-I-753 Add a left/right scroll bar in mapping page (Word docs)
When mapping a Word doc, there is no scroll bar that allows you to scroll left or right on the document. (There is a up/down scroll bar only.) This is not helpful especially when the document scrolls to the right while mapping... The only way you can scroll back to the left is if you click and drag your mouse to the left…
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PROD-I-754 Outsource API integration partner(s)
I was curious if we've ever considered outsourcing API integrations using IPaaS platforms like SnapLogic (https://www.snaplogic.com/) or something similar. If we don't have a native integration that a customer is requesting we could partner with this kind of platform to more easily integrate with third party tools. Votes 1
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PROD-I-755 Have Section Description options similar to Q options i.e. Clarifications, Flags etc.
Team, can we have the same options i.e. Clarifications, Flags, Author/Reviewer Assignments as available for a Question also for the Sections & Descriptions (Refer Snapshot). This is very important for users who don't have Q&A types RFx and do more Narrative (Sections & Descriptions) RFx. Currently, the same is quite…
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PROD-I-756 Capturing changes/updates within a RFx file when imported at different times
Team, on similar lines to Duplicate Projects, there are scenarios wherein for a Project, the same RFx file can get updated through the initial stages of a RFx lifecycle. For e.g. the excel or doc had 100 requirements initially during import. After some time and a few rounds of clarifications the doc gets updated and sent…
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PROD-I-757 Custom Fields- Sub dropdown option - Microland
Hi Team, This is a request from my client Microland, where they are looking for options to have a sub-dropdown added to the custom fields (Drop down Type). Below is the text from the client sent email for reference; "For example, the first custom field containing options as mentioned in the image below: Refer image 1 Now,…
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PROD-I-758 Ability to Alphabetically sort collections field in CCL
This is from Genesys. They say sorting of the drop-down list for the Collection field when using the advanced searching/filtering is best in Classic and is not user friendly in New UI as we cannot sort Alphabetically In their own words "the list of Collections is not in any meaningful order, as it is not alphabetical nor…
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PROD-I-759 Bulk Answering - Team Members in New UI
This matter was brought to my attention by FinancialForce. In the classic UI, it's possible for team member users to bulk answer within their assigned section/questions (i.e. if a team member knows the dropdown answer is YES to their questions, as one example, they would like to be able to bulk apply it).. However, in the…
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PROD-I-760 22377 - To display the page number of the searched keyword in the document
The card view has the searched keywords highlighted and shows the document that contains it. However, the highlight will disappear once the document is opened. Client wants to locate the section/paragraph which contains the keywords, especially for those big documents with over a hundred pages. It would be helpful if the…
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PROD-I-761 Search past projects in the Content Library
Can we add the ability to search content from past projects in the Content Library? Specifically, it would be beneficial to search content from past projects using LookUp. Votes 13 Comments for the idea : George Abraham Oct 18, 2022 If we could add a toggle like we do to 'include doc's within the Lookup, could end up being…
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PROD-I-762 Under Recommendations, the filtered tag does not get displayed at first or highlighted.
User has more no of tags created in the instance and they often filter the content in Recommendation pane using tags to get the suggested results but in New UI, if the tag is searched under filter and if the tag is present among 10 in a list, the system displays four tags in alphabetical order and the rest gets combined…
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PROD-I-763 Business Unit Metadata Separation in Org Settings
Adding more request items to S4 for Business Units https://rfpios4.ideas.aha.io/ideas/PROD-I-76 Kyruus is looking at setting up their Business Unit workflows and noticed that flags and custom fields cannot be identified based on Business Unit type. * The only way to delegate custom fields to a specific Business Unit is to…