New Idea
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The ability to edit a Derived field

Status: New Idea
by trevorhill on ‎04-01-2014 08:18 AM

We are deriving information from a workspace.Sometimes the derived information needs to be edited. We don't want to edit the workspace it is deriving from.

For example: I have a worksapce with a list of approved builders and I have another workspace with a filtered picklist that references that list of builders and imports fields as derived. However, sometimes a builder that we want to use is not in our list and we want to add it as a temporary only and not add it to our list of approved builders.

In the approved builders list if there was an option for "other" that would trigger the fields that are derived to be editable.



Trevor L. Hill

Behlen System Adminisrator

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Pop Up HTML Table Report from Dashboard

Status: New Idea
by matt.wegmann2 on ‎03-18-2014 02:41 PM

This is strictly a UI type improvement.  We have multiple use cases where allowing for public reports to be opened from the dashboard report section would help greatly.  These could be anything from open user tasks (non-WF related) in certain workspaces or a list of open project items.  Our users have repeatedly asked for that even if the information is two clicks away in the reports section.  This would be benefitial when you have reports that you use to drive process rather than make decisions.  Especially because the charts do not have drill down capability.






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Clone Item Permission

Status: New Idea
by matt.wegmann2 on ‎03-18-2014 01:56 PM

Currently the clone permission is inherently tied to the edit item permission.  Has there been any discussion on making that a unique permission.  Specifically in by determining if the item details can be cloned as well as allowing the BOM, relationships, or grid to be cloned as well.  The use case would be to restrict part or BOM cloning to key individuals. I could also see the use case where you would want to restrict cloning of the attachments or relationships.

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Grid Views

Status: New Idea
by matt.wegmann2 on ‎03-18-2014 02:21 PM

Looking for navigation similarly to what we see for the item details in a workspace.  Basically the ability to filter/sort columns and save views on the grid tab.  Some of these features are already allowed on the BOM tab (though views are admin controlled).   This would be particularly important if multiple grid tabs were allowed in the future.

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Do you want to save?

Status: New Idea
by Contributor RBocox on ‎03-18-2014 11:46 AM

I noticed that when you exit out of a file, the system does not ask DO YOU WANT TO SAVE?


This feature is available on most systems and helps to eliminate the possibility of losing all the valued information you may have already entered.


The current system just closes and Oh Well!


Would be nice to have this feature.


If you mistakenly hit cancel it would be nice to be prompted to a popup of Are you sure you want to cancel without saving?

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IRR Calculation Function

Status: New Idea
by dnaugle on ‎03-12-2014 10:10 AM

One formula used by a lot of companies is that of IRR or Internal Rate of Return. This is a complicated formula, one which Excel handles by making it a standard function similar to SUM or AVERAGE.


A way to make this a "standard" in some form to be used in a computed field would be very helpful.


Another thought might be to have standard martix fields that carry certain financial or other formulas in them that could be applied to a section and used as required.





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In our Design Review process, it's sometimes necessary to check-out multiple items or even the complete contents of a folder (sometimes numbering in the hundreds). It would be a real time saver if there could be a group, bulk or folder check-in / check-out that would elimnate having to check individual items one by one.

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After searching, I have not seen a similar request to this one; so am adding it here now.

We would like to see there be a way to select all the items in the list when adding items to Managed Items. There can be from 30 to hundreds of items that match a given mask and which are to be added as Managed Items. Clicking on the 'Select' checkbox for all of them would take too much time, and would lead to user frustration and the possibility of missing desired items.

For an example with four items, see screenshot.


901C SER.jpg

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Use escalation to run script at fixed intervals

Status: New Idea
by Active Contributor sten on ‎02-09-2014 10:41 AM

It could be handy if the escalation feature in the workflow can be used to run a script at fixed interval.


For example, send a weekly status report.


This could be as simple as just adding a checkbox in the escalation dialog to select 'REPEAT'. Then the escalation script will run every 'n' days.


Also, script run frequency could be reduced if the next run date could be selected based on a FIELD value (type DATE).


If there is a way to do this already, i.e. run scripts at fixed interval, please let me know.

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