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.
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
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.
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.
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...
Thanks and best regards,
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.
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:
Owner Contains (my name) AND
DueDate is in the next 30 days
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.
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.
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.
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!