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    11 Kudos

    Allow a BULK IMPORT of Attachments

    Status: Accepted
    by Asingh5 on ‎11-05-2012 08:15 AM

    It is highly tedious and annoying to attach a pdf or a dwg file to a list of items in a workspace. Having the ability to bulk upload attachments to specific items in a workspace would be ideal for mass drawing updates or file updates.

     

    One solution would be importing a zip file of the attaching files and an excel file that would have the item descriptor in one column and the corresponding file name in the other column. 

    Status: Accepted
    10 Kudos

    Clone Users,Groups,Roles

    Status: Accepted
    by Employee john.stewart ‎06-25-2012 05:35 PM - edited ‎06-25-2012 05:36 PM

    Administrator has ability to clone User,Group, Role to speed up configuration

    Status: Accepted
    8 Kudos
    jared.sund

    Copy custom views between users

    Status: Accepted
    by Employee jared.sund ‎06-14-2012 01:45 PM - edited ‎06-19-2012 09:24 AM

    I've seen that the custom views created in the item viewer are not avaliable for other users.

    Is there a way to do this?

     

    As administrator I'd like to create some default views for all the users

    Status: Accepted
    8 Kudos

    Scripting Access to Relationships Tab

    Status: Implemented
    by pmaxted1 ‎08-02-2012 12:23 PM - edited ‎08-02-2012 12:25 PM

    It is often both difficult and tedious to manually create relationships between different workspace items (as the picture below illustrates). It would save a lot of time to be able to write scripts to automatically add relationships between workspace items. 

     

    Even tying the ability to add relationships into the function createItem('WS_WORKSPACE_ID') would be a huge time saver.

     

     

     

    Item Relationships

    Status: Implemented
    7 Kudos

    A new report type for Planners

    Status: Accepted
    by ACapuzzo on ‎09-19-2012 09:11 AM

    Both for Service Requests and Sales Meetings planning would be usefull to have a kid of report called

    something like Planning report showing Dates on columns(for visits, meeting, events, etc) and being able to select another field for rows and cell contents.

     

    It would be something like what MS Excel calls Pivot Tables.
    I understand it may be not trivial to develop but, from the management point of view, the applications would be many.
    Time management is an high priority issue for all.

     

    For instance, think about a report with dates in columns titles, technicians names on rows titles and the the scheduled customer's name, with contact's phone number and Service Request descriptions inside the cells.

    Status: Accepted
    I too like this idea... I think to build on this, we should expand the reporting engine to allow for lots more configuration. The hopper is always full, but I'd like to have enhancements to the reporting engine to be a focus point for us in the future. I would love to hear more ideas/thoughts, images, of the types of reporting capability folks would like to see.
    6 Kudos

    Relationships Graph with custom images

    Status: Accepted
    by ACapuzzo on ‎10-11-2012 03:09 AM

    I ask to introduce the ability to show the relationship graph attached this post with custom icons.

    The graph would be much more clear if I could link the icon to an image filed of the record.

     

    Just two use cases as example:

     

    1) BOM VISUALIZATION: Quickly view the components types in a BOM visualization.

    2) FASHION application:   Showing a dress component list I could show a tissue sample image.

     

    But applications are many...

     

    RelationshipGraph.JPG

    Thanks and best regards,

    Andrea Capuzzo

    Status: Accepted
    6 Kudos

    When I customize my Projects or Tasks list view pane, I'm able to select filter criteria.  However, I cannot use an "or" join- only "and".  Could that feature be added in the future?  As in the below screenshot, I want to show Projects / Tasks for which I am either the Owner OR Team member- I do not fall into both categories for all Projects / Tasks.

     

    Filters_OR_AND.png

     

     

    Another good feature would be to create more advanced grouping- such as combining two sets of "or" statements and joining them with an "and" statement.  For Example, to be able to filter on:

    WHERE

      Owner Contains (my name) AND

      DueDate is in the next 30 days

    OR

      Team Contains (my name)

     

    That would provide me visibility into projects I'm a member of and those which I am responisible for in the next 30 days.


    Status: Accepted
    5 Kudos

    Allow bulk Import into Multiple Selection Picklists

    Status: Accepted
    by Asingh5 ‎11-14-2012 10:52 AM - edited ‎11-14-2012 10:53 AM

    When using the import tool, performing a bulk import of values into a "single selection" linking picklist is possible. Unfortunately I cannot select a "Multiple Selection" linking picklist it in my import to do the same thing.

     

    This feature is very important for our company since it would allow us to show our linked product items in one specific field, as opposed to having multiple "single selection picklists"--which doesn’t make a clean visual. 

     

    The data I have is in a excel format. With over thousands of entries, having the import tool to bulk import the linking picklist values in the multiple selection picklists would allow me to provide my tenant with the information it needs efficiently and visually appealing.

     

    import.png

    Status: Accepted
    5 Kudos

    Attachments

    Status: Accepted
    by Colgan on ‎03-13-2013 02:23 AM

    Hi Guys,

     

    It would be beneficial to have the option to edit the attachment description after you have uploaded the attachment. I uploaded attachments to 40 different items yesterday and I realised after that I needed to edit the description. My only option was to delete all the attachments and reload with the correct description which was a little time consuming.

     

    Thanks

     

    Saoirse

    Status: Accepted
    Great idea and use case, thanks for the input!
    5 Kudos

    Organize Groups/Roles Section Better

    Status: Accepted
    by Asingh5 on ‎09-13-2012 11:38 AM

    Instead of having all the roles for every workspace just listed top to bottom, it should be sectioned for each workspace separately.

     

    Also if the possibility of creating custom sections in the groups tab would be available, it would help organize things much better!

    Status: Accepted
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