Design Change for Username field in F&O (System Administrator>Users>Users)
Hi Team,
By design when a user is added in F&O, the user is fetched from AAD (display name). Whereas when a user is added in CRM, the list is fetched from AAD (First name + last name). We might have a scenario where the display name and first name + last name might not match. ...
Publishing a saved view with a workspace to certain roles, Copying a saved view with a workspace to certain roles
The first issue is that when attempting to publish a saved view with a workspace to certain roles, an error message appears stating that the view cannot be published due to user-added elements in the workspace that are not backed by published views. The secon...
Export/import of full Workspace between environments
Possibility to export full customized Workspace and import it into another environment.
At the moment only saved views are possible to export/import but afterwards there is still a lot of time necessary to set up full Workspace again
Add User ID in the "Named user license count reports processing" batch job error log.
When there is a mismatch between User data in Finance and Operations and Azure Active Directory (AAD), it produces and error when running the standard batch job: "Named user license count reports processing". The error has insufficient data to identify the affected users. Please consider addin...
Discard unpublished security configuration
Have the ability to cancel or discard unpublished security role configuration.
If we have established security roles assigned to many users and if we mistakenly update a duty/privilege that all these roles reference, we now have both the duty/privilege change along with all th...
Change the format of the Excel file of the user license estimator report to be dynamic.
The current format does not allow the user to run any analysis because this is a static report. The report should allow to make an analysis, on how many users are using many or low license types of the new license model. As this report is a static one, it can't be merged to Power BI reporting....
Filter Option in Email Alert
At present in System Administration ->Setup->Alert Rule, for email alerts set up for banks. Email alert is sent for all the mail communication. If a filter option is provided the alert should be generated only for Rejected or accepted status , client can set up alerts accordingly.
Batchjob table clean-up for enhanced form
the idea mainly revolves around having a method to clean the batchjob table using the same/or similar functionality that exists in the batch jobs legacy form > Batch Job > Delete. as this functionality only exists in the legacy form and not possible to use it when the batch priority-based sche...
Transfer batch job to another user prior to user deletion
Currently, when a user is deleted, all of the created Batch jobs of the user are also deleted. It's the same case after setting the Run by field to another user.
Aside from adding a warning message that all created batch jobs will be deleted, can you add an option to transfer...
Security report with Roles, linked Duties and linked privileges
Hi there isn’t a standard report on Finance and Operations that combines roles, duties, and privileges all together
we had a request from our SOX auditors to show Finance roles and any duty and privilege users perform, so they can check Segregation of Duty SOD for roles.