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...

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Category: General (986)

STATUS DETAILS
New

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...

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Category: General (986)

STATUS DETAILS
New

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...

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Category: General (986)

STATUS DETAILS
New

Field Dependency display form


When displaying the dependencies for a field, a pop-up box is shown with the columns for Display Name, Name/ID, Component Type, Dependent Entity, Managed Solution and Dependency Type. All of these are helpful. This pop-up box could be better with a few additional features: - The ability to resi...

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Category: General (986)

STATUS DETAILS
New

Workflow Tools


For anyone that has had to troubleshoot lengthy workflows or multiple workflows, quickly getting an understanding of the details of a workflow can be a large task. For workflows that are triggered based on fields changing, clicking into the current view option and scrolling through the list of f...

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Category: General (986)

STATUS DETAILS
New

Entity-to-entity mapping fields form


Fields can be mapped from one entity to another entity via the relationships form and the "Mappings" option. The first form shows the currently mapped fields. When the "New" option is selected, the "Create Field Mapping From (entity) to (entity)" form is displayed. Three columns are displayed...

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Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
New

Quick View Forms honor field controls


If an Input Mask has been enabled as a Control on a field and that field is used in a Quick View Form, the control should be honored in the Quick View Form. Example: The field "telephone1" from the Contacts entity has a Control for Input Mask which has a value of "000-000-0000". When the field ...

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1 Comments

Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
Needs Votes

UCI Calendar control improvements


The calendar control option within the Unified Interface (UCI): - The Calendar display shows the Time value from Date Due and the Description of the task. There is no option to change what fields are shown on the initial calendar view. o Improvement: Allow fields to be designated to display ...

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Category: Unified Experience: Search, navigation and performance (1028)

STATUS DETAILS
New

Track Continuing Education Credits or Continuing Education Units


Events can have an associated benefit of contributing to the attendees' continuing education. Being able to set up Continuing Education Types that can be associated to the event and to specific attendees, would be a great addition to the Event Management functionality. Different attendees may e...

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Category: Event Management (80)

STATUS DETAILS
New