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PROD-I-1091 Clients other than the requestor to rate the ticket
In the words of Katie Wittrock from ADP, when multiple people are copied on a support ticket, it would be nice when a support ticket is closed out that, ALL parties receive a survey for review not just the original person who opened the ticket. Votes 1
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PROD-I-1092 Faster navigation to About Projects page
Team - in Classic UX, it was possible to be able to get to the About project page (to update project stage etc.) from the Projects Screen, or from the 3-Dot menu beside each project. In UX2 you cannot do this. you have to first click on the project to open it, then click on the 3-lines menu, then select About in order to…
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PROD-I-1095 Login Banner
Ability to add a banner that pops up everytime a user logs in. Use case would be for clients who want to provide a disclaimer to their users. Votes 1
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PROD-I-1096 Adding other filter for section templates.
In section templates, the client expects to add Language and additional filtering metadata, so that the same filters can be retained during proposal builder creation in selecting section templates. Client: Generix Regards, Sneha | Customer Support Specialist Votes 1
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PROD-I-1097 Stacked bar graphs in reporting
Vizient would like the ability to have a stacked bar graph in the custom reports module similar to this: Votes 1
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PROD-I-1098 Support Conditional Logic in Excel
Gordian Group has requested that we support conditional logic in excel documents. Often, our customers must provide an answer in cell (A), and based on the response, either a new question will pop up or instructions in another cell (B) will open up. Because we don't support this right now, customers miss important details…
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PROD-I-1099 Ability to exclude custom fields in the CCL
Hi Team, Renaissance Learning is hoping to be able to exclude custom fields for a multi select dropdown in the Content Library. Some of their Q&A pairs have multiple products assigned to them (product lines are the custom field) so they can search for Product A, but that still pulls in results with Product A and Product B.…
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PROD-I-1100 Preview Responses should show what the export will actually look.
Currently the Preview Responses shows the project in an RFPIO default template (green lettering). Rackspace would like to use this to preview what the document will actually look like at export without actually having to export the document. Votes 5
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PROD-I-1101 Cloud Storage - Save exported response to Box link (Adenza Request)
In the recent release we have enhanced the save export response to google drive, the same way customer expects for Box as well. Votes 1
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PROD-I-1105 Save and Export Client Styles for Footnotes (Annotations)
Currently, clients cannot export projects or responses with Footnote annotations that will save and reflect their own footnote company styles, even though they can import or create Footnote styles in Org Settings; there is no connection between the RFPIO "Annotations - Footnotes" feature and client styles in templates or…
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PROD-I-1106 Custom field edits not getting updated for the QA pairs
Under a custom field, there are values more than 5 and later when one of the values gets removed and new one is added, the QA pairs that was tagged to that particular old custom value does not get updated. So, for now, the value has to be added to the custom field at Organization level and then needs to be removed bulky.…
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PROD-I-1107 Word Import Table Mapping Inconsistencies
Hi Team, One of our client Esko had a Word document with Tables whose mapping order column-wise was as follows - Label, Question and Answer. As per our current Word behavior such mapping leads to data being misaligned within the table. i.e., the first Label gets ignored and the first question displays the second label…
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PROD-I-33 sharing saved searches
Can we allow the sharing of saved searches? could be a share button right inside of the saved search menu. This came up in an RFP where we are trying to take the customer from Loopio. Votes 0 Comments for the idea : Helene Halliday Mar 17, 2023 Palisade Capital also discussed this as something they would like -…
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PROD-I-1112 Deleting the Document from DL - Alternative way for linked content (Adenza)
Raising the enhancement on behalf of Adenza: * Customer has old documents which he wants to delete, since the content is linked to more questions it consumes more time on unlinking and then proceeding with the deletion of the document. Requesting for an alternative way to do this. Votes 1 Comments for the idea :…
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PROD-I-1113 Provide reporting on user locations, most searched items, did they found their answer.
This was brought up by Iron Mountain and Sunder asked to log this request. The customer is asking for this to report on how much sales teams are using the platform and what locations are having the most success or need more help finding items. this helps them with the deployument of the tool to the whole to organization.…
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PROD-I-1114 [Copy] Word Import Table Mapping Inconsistencies
Hi Team, One of our client Esko had a Word document with Tables whose mapping order column-wise was as follows - Label, Question and Answer. As per our current Word behavior such mapping leads to data being misaligned within the table. i.e., the first Label gets ignored and the first question displays the second label…
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PROD-I-1115 Sort by date is not consistent throughout the application.
The sort by date feature is opposite in the library vs in recommendations in a project. In the library the recent to older selection is on the right vs on the left when searching via recommendations in a project. This should be consistent throughout. Votes 1 Comments for the idea : product-response-mgmt…
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PROD-I-1116 Better export options for export with Custom Reports
My client, Brakes, is saying on Custom Reports when he has a graphic and a table, it doesn't include both. It will show a graphic but with no information on it. Can we please consider this for future enhancement so it doesn't require further manipulation once exported? Client call:…
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PROD-I-1118 Order Project flags alphabetically
Based on feedback from Hyland #30612 User has more than 10 Project flags. While adding a flag to a question inside the project, it is hard for them to scroll & find the right flag as it appears in random order (or in the order, it is created) (Refer attached screenshot) It would be helpful if we can sort/order them…
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PROD-I-1119 Integration with GitLab
Feedback from a prospect : It would be incredible to have an integration with GitLab that allowed for similar function as our Jira integration to allow for better collaboration with product/RFP teams re: updates, changes, etc. Votes 1
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PROD-I-1120 Team Assignment Notification
When a Team (that was created in Org Settings via "Manage Teams") has been assigned as part of a Sequential Review, currently the behavior only notifies the next Reviewer that the work has been completed. Client Magnet Forensics is requesting that when someone from the Team has completed the assignment and submitted their…
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PROD-I-1121 Answer Question Assignment via Teams integration
Client Mackenzie would like the ability to have a user who has been assigned as an Author to a Question in a Project to be able to answer the question in Teams and have it updated in the Project. Votes 3
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PROD-I-1122 Publish Export Package to Sharepoint
Client Mackenzie would like to request the ability to publish an export package to Sharepoint like we do with Google Drive Votes 2
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PROD-I-1123 Client would like to have the default view as My content under Moderation.
Currently we display all the content in moderation but client wants to have the view of My content that would help users to view their content alone and check. Votes 1
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PROD-I-1124 Bulk Update for Projects
Team - I was thinking that the product may benefit from a Bulk Update capability (like the bulk update we have in Content Library), to enable users to make updates to multiple projects simultaneously. In particular, bulk updating project Status/Stage, and or changing values in Custom Fields would be much more efficient…
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PROD-I-1125 Ability to choose alternate answers with Auto-Respond
Client Rave Mobile Safety would like the ability to view & select Alternate Answers when leveraging Auto-Respond. They like that you can click on the properties to see the full suggested match, but would love the ability to choose an alternate response from the suggested record. Almost like if Auto-Respond & Reccomendation…
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PROD-I-1126 Cannot sort by Next Review Date or Last Used Date in the new UI
In CCL, sort by 'Next Reivew Date' and 'Last Used Date' is no longer available Please refer to the attached screenshot. It will be great if this feature is added to the new UI. Votes 1
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PROD-I-1127 Ability to Search for & Identify Styles in use in the Content Library
Client Navex is requesting the ability to search or filter by Styles that are in use in the Content Library. This would help with long-term content management & cleanup. Votes 1
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PROD-I-1129 Need ability to add tag for whole section or Project
Raising on behalf of Adenza. Customer is requesting an option to add tags by selecting all sections or projects. In customer's words the request: "We wanted to know if we can assign the tag for all section (which have questions) at once for a project, this will be very helpful for the users at one shot they can assigns if…
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PROD-I-1130 Option to enable/disable OCR
In answer library QA pair, the user is having an image that contains text. when we view the QA pair in collapsed view the text in the image is also visible, so the client is getting confused between the answer content and the text in the image. The user is often using widgets functionality and faces this problem there. So,…