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PROD-I-893 Offline availability for projects in New UI
Have received feedback from a client for having Offline Availability in New UI for projects as we have in Classic UI. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Dec 12, 2022 Hi Jestina, Thanks for submitting the idea. May I know the client name who would like to have this functionality…
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PROD-I-894 Configuring more than one question in a single row in excel
Based on request from Fiserv (#27269) In Excel file, is there any possibility to mark more than one question in same row? (Please refer attached screenshot). Currently users are not able to mark adjacent cells as questions (Horizontally). Votes 1
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PROD-I-895 Email Report header that says "email report contains 30 days data" is not clear enough
This is a feedback from Hyland Software's Makinsie. She says email report header is not clear. In her own words - I'd like to provide some feedback. Could you please pass this along to your User Experience team? The line "Emails sent in the last 30 days" does not signify to me as the user, or the other users on my team who…
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PROD-I-896 Document Export Metadata to also include Doc versions
Team, let us also include the details of the versions of the document in the 'Document Export metadata' in the Content Library (since we can store multiple versions of the document). Currently, there are no details about the version of the document also within the report. Votes 1 Comments for the idea :…
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PROD-I-897 Bulk Download of Documents/Document Library Backup
Team, currently we cannot do a bulk download of documents (limit of 10 docs) within the Doc Library nor can we take a backup for the same. Suggestion is to enable batch downloading of the files in bulk rather than have the user select docs in groups of 10 i.e. if the user selected 100 docs to be downloaded, the system…
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PROD-I-898 Restrict tag creation in projects
Informatica is requesting a way to limit users ability to create new tags in the project side of the application (similar to what is offered on the content library side). They have currently selected to not allow users to create new tags in the content library, but any user can add tags in a project which creates new tags…
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PROD-I-899 Freeze filter for section doesn't stick when moving between sections
This enhancement is on behalf of Rachel Groess of Prime Therapeutics. When we try to freeze filter for a section and then move to another section, the filter resets. Client feels like "It doesn't make sense to me that a freeze would unfreeze. Then it becomes useless" When I checked with Engineers they've stated that this…
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PROD-I-900 Queue and Notify Later for Intakes
Client Trafera creates many intakes throughout the day. They would like ability to combine into one notification email similar to the queue and notify later feature in a project. Votes 3
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PROD-I-901 Route Individual Intake Notifications
Trafera has need to route intake notifications to specific individuals - almost on a rotating basis. Currently, they are using Discussions in Intake to notify these individuals which is not ideal for them. Votes 6 Comments for the idea : Christopher Armstrong Feb 14, 2023 I was on the phone with CBTS discussing our intake…
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PROD-I-902 Preview table formatting incorrect
https://share.vidyard.com/watch/7qdcqrPemfqku9k8cNJvkT? The preview of a table in a QA pair isn't formatted properly and looks bad until I click into it. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Dec 13, 2022 Jordan, Thanks for the email, looks like a bug, we will log bug for this. Regards…
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PROD-I-904 Map Section Description in Excel File
In an Excel right now, we do not have the option to map section description for the column that follows the section name column and also occurs to the column before questions. For example, in a row, if Column A is marked as Section and Column B is marked as Description and Column C is Question. The system considers the…
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PROD-I-905 Individual Author and Reviewer due dates
Cerner needs the ability to set different due dates per author and per reviewer in projects. Process: Author passes off to a "peer review" before it can be sent to sequential review. They either need to set both as "authors" as the same due date or set the peer review as the same due dates as sequential reviewers, neither…
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PROD-I-906 Without the "Team Work" icon in the new CL, unable to see review work load at a glance
From Optum. They use On Demand reviews extensively. The new UI doesn't have a friendly way to show them everyone's review work at a glance like it used to (see screen shot). They would like a way to see this data easily/quickly again In the new UI, we can go to the Review Queue and then see owners from the left widgets.…
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PROD-I-909 .5 Font Size Options
I am submitting this request based upon interactions with my customer Fiducient Advisors. This customer's preferred font possesses the size of 10.5. At this time, the only way to support this half-step font size is through the use of styles/response templates. This adds additional content formatting steps and can be lead…
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PROD-I-910 Option to re-order Flagged facet in CCL
There is no option to reorder flagged facet in CCL. Clients request: It would be great if we had the ability to reorder all of the facet filters in the new UI. For example, we wish we had the ability to reorder the "Flagged" facet to the bottom of the list. Most of our RFPIO users do not interact with this functionality…
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PROD-I-911 RFPIO Assigning Authors Messaging Function
Evernorth is looking for a way to assign questions to authors and have the message appear as a comment to all the questions they are assigned (in one section or across sections). In client's own words: Heidi's question: When assigning authors there is an option to send a message to the author, so that when the assignment…
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PROD-I-912 Super Admin ability to impersonate team members
A client wanted to know if there was a way to "see" an instance from a user's point of view. They understand and appreciate components like Collections details (user list) but thought it might be helpful to be able to see the instance in general from others' perspectives. Votes 3 Comments for the idea : Tara Kolinsky Mar…
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PROD-I-913 Bulk Update with Specific review date
We can filter by next review date or update date but a good suggestion that came to mind while helping a client is if we can bulk update all content with a specific review date or with a 30 days review cycle. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Dec 15, 2022 Hi Steffi Thanks for…
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PROD-I-914 Issue when jumping from CCL edit to a pop up message
Beeline has noted that when editing an answer in the CCL, if they move off the screen (for example to clear a notification), they lose the edits they were working on. I suspect this is the way the system is designed, however they offered a couple of suggestions - 1. would be to autosave those edits, or 2. to prompt with a…
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PROD-I-915 Results per page feature in Reports and Dashboard feature
Client: Colin Steer from Brakes In custom reports, we have the option to view results per page. But if we save that reports and view them in the dashboard, the results per page (in table-type visualization) option is unavailable. By default, it shows 25 results per page. No option to customize. The client expects that the…
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PROD-I-916 New UI Content Library Advanced Search
We have received this feedback from Adp, "The view of the Advanced Search in the Old UI is more user friendly, cleaner view, etc. It's easier to navigate to have the 5 boxes all together then individually listed like in the new UI." I have attached the screenshot for reference. Votes 1 Comments for the idea :…
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PROD-I-917 Past project search in Auto respond
The user is having a 100% identical project in the past and wanted to have Past project search in Auto respond to answer multiple questions Votes 3 Comments for the idea : Sneha Sree RJ Feb 14, 2023 Another client from Stibosystems, also requested for this feature to be implemented. Regards, Sneha| Customer Support…
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PROD-I-918 Ondemand Reviews & My Work Page Clarity
This issue was brought to my attention by Reinsurance Group of America. The customer is in the process of piloting a review methodology with a small group of users. They bulk initiated on-demand reviews to the small group of SMEs. The customer was concerned however when the review tasks didn't appear on the My Work page.…
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PROD-I-919 Make Catalogs in the New UI Alphabetical
Currently, catalogs in the new UI are organized by least to most recently added. Clients much prefer alphabetical (as it is displayed in Classic) and have expressed this to Professional Services team. Votes 3
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PROD-I-920 Any/sequential/All as in review process for Authors
Received an enhancement request from Mueller Systems, LLC for having Any/sequential/All as in review process for Authors. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Dec 20, 2022 Hi Tarun, Thanks for submitting the idea. I would like to know why do they need such process for Authors. Can you…
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PROD-I-921 Having the next page in view similar content instead of having the scrolling option.
We have received an enhancement request from QAD Inc for havging Having the next page in view similar content instead of having the scrolling option in CCL as available in Classic UI. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Dec 21, 2022 Hi Tarun, Thanks for the email, We will take this…
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PROD-I-922 Need to view more questions on screen in New UI
Based on user feedback from Hyland #27730 The toolbars take up so much space in the New UI that users can only see 1 item at a time on the search results. Whereas in Classic UI, users can view more than 3 questions which is more convenient. Screenshots attached. Votes 1 Comments for the idea : product-response-mgmt…
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PROD-I-923 Annotation footnotes to be visible upon being pasted in destination or from lookup
Annotation footnotes are currently visible in the export. They would like to see it in the pasted location and the applied content from Lookup as well. Votes 1
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PROD-I-924 Include Message in Question-level guest assignment
We have received this feedback from "Hrstrategiesconsulting", ticket #27603: (https://rfpio.zendesk.com/agent/tickets/27603) Question-level guest assignment queue notification does not include the message in it - this is not yet implemented in the application. It only works for section level so far. Votes 1 Comments for…
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PROD-I-925 Project completed date visibility in New UI
In classic UI, under the completed project name-> the completed date and time is shown. But in New UI, It is not the case. The completed date and time option is not visible anywhere else. Please check into this feature request. Thanks, Sneha | Customer Support Specialist Votes 1 Comments for the idea :…