-
PROD-I-828 Subscribe to linked content in bulk
The user uses the subscribe feature to know if they need to update content if something changes in one answer and then needs to be updated in a similar answer. For example, if the user has similar answers about how many languages we support that are linked. When he update one, he know to update the other one. Rather than…
-
PROD-I-829 Undo bulk changes in content library
From Microsoft. Now that bulk actions are easier to perform in the new UI, this raises concern of a higher chance of accidents with wide-reaching complications. They'd like to be able to quickly "Undo" a bulk action if they notice it was a mistake Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt…
-
PROD-I-831 Set CCL Search to Default to ONLY Q&A Pairs
Archer, Sodexo, and Nuveen have asked that the default view in the CCL be only Q&A pairs and then they could choose to add in documents. They don't love the experience of having to select only Q&A pairs each time. They'd be very happy if their selection was just sticky. Votes 1 Comments for the idea : product-response-mgmt…
-
PROD-I-833 Add Document Library to Recommendation Engine
Documents or other non-Q&A pairs do not show up in the Recommendation Engine. It would be nice to have a filter to view documents as well. There are often documents that are commonly asked for, but to have this show up in the Recommendation Engine, you make a Q&A pair and attach the file. For users that use LookUp, both…
-
PROD-I-834 Ability to allow users to view similar but not compare and merge
With larger enterprise clients especially those looking to add more users or already have hundreds of users, clients are looking for a permission that would allow users to use the View Similar feature but not have the option to Compare and Merge. They want users to be able to search View Similar but for governance, not…
-
PROD-I-835 Ability to Delete/Rescind Individually for Items Sent via Bulk Upload in Autograph
There is no ability to delete or rescind documents sent out for signature via bulk send in Autograph. We recently sent out a document to 1000+ people for e-signature, but had no ability to stop reminders or rescind documents for particular individuals. This caused frustration both for us internally and for customers. The…
-
PROD-I-836 Hyperlink Character Style Viability for Export
It is unclear if this is expected behavior or a bug, so I have simultaneously opened a ZD ticket for the same issue. At present, hyperlinked text will not retain character styles that are applied to it. They do retain paragraph styles, but this poses other challenges. For customers needing to use response templates and…
-
PROD-I-837 Refresh in Moderation and review queue.
Client DeeAnn Fuerst- Invicti, raised an enhancement request in CCL that once we complete moderation or review for a question, the live refresh should happen automatically and the QA pair should be removed from the queue, instead of removing it manually by hitting on to refresh icon every time. Regards, Sneha Votes 1…
-
PROD-I-838 Section review closure without review being completed in all the questions
Client: Andrea Hall Tai- Accelya In a section, if there are multiple questions available that are in pending review, currently it is possible to complete the section if the section review is completed. The client raised a support ticket for an enhancement request stating that the section can be completed only if the of…
-
PROD-I-839 Moderation View-Tag name display
Even though there are only two tags, it displays one and asked to select "+1 More" to see the other. The client requested to view them all and, if needed, to cut it off at 10 or 20. And he prefers that the tags appear beneath the question rather than at the bottom of the card. "Too much eye movement, too many clicks to be…
-
PROD-I-840 Reporting on questions reassigned
Ivanti assigns questions to the RFP team to take a first pass at. They then reassign the questions they can't answer to a new author. They want to know the percentage of questions they are reassigning. We currently can only report on current authors, so they are unable to achieve this. Votes 1 Comments for the idea :…
-
PROD-I-841 Please make 3 dots visible for all sections by default
Based on user feedback from Brakes #25958 Currently inside project sections, the 3 dots 'More options' will be made visible only upon hovering over the section bar. User has requested to make the 3 dots at the right end visible for all sections. Please find below recording.…
-
PROD-I-842 simpler way to compare and merge content library edited records in moderation queue
t would be nice when content is edited in the library and then is shown in moderation to have a way to compare the two versions. Currently, I have to look at the activity to see any changes, which does not make the changes very clear. Doing it the same way that moderation does new project questions that have used the…
-
PROD-I-843 Add "Approved By" column for Intake Custom Reports
Would like to have a column in the "Intake" Custom Report module that shows which user accepted/rejected the Intake Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 17, 2022 Thank you for the idea, Nicole. Will check the priority and revert. - Arun product-response-mgmt product-response-mgmt…
-
PROD-I-844 Add Firefox to LookUp Browser Options
Client Netscout would like the option to use Firefoxas the browser of choice when using LookUp. Do we have any plans of adding it as an option for LookUp? Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 18, 2022 Hi Nicole, Thanks for bringing this up. We can plan this once we get similar…
-
PROD-I-845 API Enhancement for intake
Currently there is no ability to add an attachment when creating an intake via API. Micro Focus is currently integrating their ticketing tool with RFPIO and would like the ability to upload an attachment when creating an intake via the API connection. Votes 2
-
PROD-I-846 Ability to Copy a Report in Custom Reports
It would be useful to copy a report in Custom reports. I often make reports for users to compare and need to start with the same base and then filter for other users. having the different filtered reports on a dashboard is helpful so our clients don't have to filter everytime they want to run a similar report Votes 1…
-
PROD-I-847 Customize time on Daily Task Report Emails being sent out
Have a client and they receive their daily task report emails at 3:45 am CST instead they would like it to be sent at 9 am CST. We do not have any functionality presently to allow clients to set this time themselves and it would be very helpful for users to get them during work hours instead so they see them versus outside…
-
PROD-I-848 Ability to configure an export folder in the Google Drive integration
When configuring Google Drive, can we designate a default folder where all proposals will export? Example - A client finishes a proposal and clicks publish to Google Drive. No matter the user, the file would automatically export into the "client proposal folder." Votes 3 Comments for the idea : product-response-mgmt…
-
PROD-I-849 Export Project comments with the project
Talking to a client recently and a suggestion that was made : Is there a way when a project is exported the comments that are in any questions can be exported as well as this would be helpful for outside the organization users, SMEs or guest reviewers. Votes 0 Comments for the idea : product-response-mgmt…
-
PROD-I-850 Report on trends useage
Request was from Stepstone to have trends on the report for the following points : 1 -Increase of active users, meaning those that use the platform for at least one hour over the past year. 2 - If I could see increase of time spent across these users as well; e.g. a certain user only went into the platform for an average…
-
PROD-I-851 Document Add API
Request for an API to be created for adding a document into the content library. Client has documents with HIPPA information they would like to use a third party tool (Agile Oracle) to store documents, but would like it so that documents can be uploaded automatically from the third party tool into RFPIO Votes 2 Comments…
-
PROD-I-853 Section Template In Review - add Red ! instead of making it unavailable
Frontier Communications recently had a situation where a Section Template was in the Review queue, the Owner was OOO and a user needed to be able to use the Section Template. We are requesting that rather than make the Section Template unavailable while it's in Reivew, to instead add the same icon as Q&A Pairs that are in…
-
PROD-I-854 Train the Trainer Deck - not updated with new UIX
Train the Trainer deck that is supplied to clients during SIW call and available in help site is not updated with new UIX. Votes 1
-
PROD-I-855 Advanced Filters customizable in Recommendations + Admin to 'Apply to All Users'
Can we allow the Recommendations Advanced Filters to be customizable? We currently do this in the CL, where users can choose their filters and re-order them. If we can mimic this display in the Recommendations, that would be even better. As a second part to this request, Admins do not currently have an option to 'Apply to…
-
PROD-I-856 Help text / Description to be placed in between the question and answer
Client:Anita Galvez Barbero(anita.galvezbarbero@tealium.com) - Tealium When help text/ Description is like additional information to the question/ hints to answer, those options can be made available in between the questions and answers like tags, instead of either above or below the Question and response. Could someone…
-
PROD-I-857 Question closed count to appear on new UI section level
Classic UI had the information on question closed at each section level on the top. For example if there are 21 section 18/21 would be displayed on the same stating 18 questions answered. New UI does not have that feature. Requesting to add that feature Votes 1 Comments for the idea : product-response-mgmt…
-
PROD-I-858 Scheduled Report to have an automatic end date.
In Custom reports, there are reports which we can schedule to be sent out to guests and other users on a daily, weekly or monthly basis. For example, if we set it to be sent out on a monthly basis, the report makes no point when the start date and the end date remains the same for all the months. Client request here is to…
-
PROD-I-859 Notifications (warning messages) to inform the user that "Documents cannot be uploaded"
Instance: VISA Due to a restriction placed by the user's internal system (Visa Security Policy), the customer is unable to upload documents into RFPIO. Customer says that the user interface (UI) sometimes simply spins without providing the user with any feedback or sometimes states an unexpected error. The end user must be…
-
PROD-I-860 In addition to Authors and Reviewers, can we have a section owner.
This request was raised by La Roche Client. The request raised by them was the ability to have a section owner apart from Authors and Reviewers. The role of the section owner will be to assign appropriate authors and reviewers for the questions in that section. Their RFPs are quite huge and the person who imports the…