Workflow View additional fields
I previously recommended that the Modified On field be added to the Workflow List. If anyone has installed Field Service or Project Service Automation, there are many out-of-the-box workflows installed. Going into each workflow to understand details about the workflows is tedious and unnecessary...
View Duplicates screen layout
For anyone that is responsible for managing and eliminating duplicate records via the merge function, the View Duplicates screen has available space that could be used better. When a selection is made in the top grid, only one-and-one-half records are visible. In the case where more than one du...
Workflow View
For anyone that has had to troubleshoot a workflow issue, it would be very helpful to know the last time the workflow was modified. The standard view of Processes shows the Created On date of the workflow but not the Modified On. When troubleshooting, knowing that a workflow was recently modifi...
MultiSelect Option Set available in Business Rules
Using a MultiSelect Option Sets value in a business rule. The specific business requirement we currently have is - show a section on the form when value1 or value2 in the MultiSelect Option Set have been pre-selected.
MultiSelect Option Set available in Business Rules
Using a MultiSelect Option Sets value in a business rule. The specific business requirement we currently have is - show a section on the form when value1 or value2 in the MultiSelect Option Set have been pre-selected.
Business Rule: Lock/Unlock Tabs and Sections
Add a Component on the Business Rule canvas to Lock / Unlock Tabs and Sections.
Ability to add tags to any Entity record instance
Users should have the ability to create and maintain record tagging. This feature is constantly requested in both PubSec and commercial. The ability to tag should be similar to tagging in Azure DevOps and other CRM systems. This allows users to quickly and easily create ad-hoc categories for thei...
Import Excel Online Issues
Excel Imports occasionally fail at random. While I can understand this as acceptable for Admin facing functions, this kind of unreliability should under no circumstances affect user facing functions. If it fails in between, the user would loose the updated data. This should be improvised and th...
Ability to run 2 factor authentication when newly creating an account on portal site by using invitation function with contacts configured as 2 factor authentication
2 factor authentication doesn't work only if an account is newly created on portal site by using invitation function with contacts configured as 2 factor authentication. 2 factor authentication works fine after newly creating an account and signing out and signing in.
[Semiannual period] and [Quarter] charts for fiscal period
It would be great if [Semiannual period] and [Quarter period] can be selected for designated fiscal period. Currently, only [Quarter] can be chosen when choosing fiscal period on chart to display. Both [Semiannual period] and [Quarter] available would be convenient.