I am getting pretty proficient in the charting process and have several charts in my dashboard that I use every day for tracking & reporting purposes.
The problem I have is any minor change I make in the reports section, it deletes the chart from my dashboard and I have to once again add the chart back into my dashboard. "frustrating"
I recently created multiple charts and made sure that they were working properly before publishing them and had them on mty dashboard. When I simply went into the reports and changed the report from a private to public report is once again deleted it from my dashboard even though the content didn't change. This of course happens when you make any ajdustmentsuch as change a date or chart type as well.
Why does it delete the chart from my dashboard? This is a very frustrating problem as I have multiple charts that now I have to re-upload into my dashboard and is an ongoing issue.
The system does not seem to actually be linking the reports data base to the dashboard and appears to simply be a snapshot. Refreshing the dashhboard does not update the chart as changed in the reports tab since it no longer exists in the dashboard.
I would like to suggest that this link to the reports and dashboard be actually linked. The title fields are the same and therefore the chart is getting the data from the same location. As you refresh the dashboard, it should identify those changes and simply udate the chart in the dashboard accordingly rather than seeing it as a brand new chart deleating the old chart and then haveing to bring in again.
It would be really neat to be able to create a field in Item Details (poss elsewhere too ?) that would autofill with comments from the workflow. For example, when taking a delivery, the user clicks on the 'Accept delivery' transition and has to submit a comment as to where the delivered item is. If this could be a field that was configurable to use a picklist AND then write that same info to a field of the same name in Item Details, it would mean the recipient only has to enter the data once, but it is then visible in Item Details should someone else be calling up the record to see where the item is currently located.
I know that the info in this comments box is used in a couple of places (? in the email triggered by the workflow transition , and in the Workflow tab (which I can't seem to see on this workspace), but at the moment it is not v visible when looking at the record on a separate occasion.
In fact, if you could edit the workflow comments to be separate fields rather than just one box, that would expand this idea further. It reduces the clicks a user has to make to fill in the required info while makingit more obvious which info IS required when moving something to the next state in the workflow.
I have beening setting up views in a workspace. Some of the views are similar and would require a lot of the same field columns and filters. Can you please introduce a clone feature for views so taht these views could be set up quicker
It would be great if there was a native support for 2d and linear bar codes.
I've 2 different online sources thus far and both have had issues. 1 was depricated (and it was recommened bu ADSK and provided by Google) and onother where the company was purchased by Yahoo and now I can't access their website to get some information.
While online/free resources are great I need reliable service.
I really like the ability to have sections in the Item Details tab collapsed by default. Thank you for implementing this option for me.
Similarly, I would like to have the ability to have the Owner and Change Summary section collapsed by default. I like to have the Owner and Change Summary section on Item Details, but it can clutter the page. It would be great if I can make this collapsed by default and then if you want to see the information, uncollapse it.