-
Improvement for Annotation Visibility in AI Workflows
Hi team, Currently in AI workflows we're seeing an uptick on client's removing internal notes in their answer text fields and using other fields, such as Annotation or Alert texts, to organize their internal notes. This helps keep the client facing data client facing, and ensures our AI will not interpret an internal note…
-
PROD-I-1088 Ability to "Lock" Project With Final Reviewers
It would be helpful for admins to have the ability to "lock" a project during final review without having to "complete" it. I had two instances (Brakes and Wellsky) where clients suggested this feature - i think it would be helpful! Suggested announcements and messaging team members, but I can see where this would be murky…
-
Excel export to maintain formatting and structure
The user raised an issue with project export to source, stating that the images are not appearing as expected in the exported file. When exporting to Excel, the images do not appear the same way as they were originally inserted. In all cases, the images are resized incorrectly (based on the cell size) and are not…
-
Option to Edit Docs in Word App
Hello! I work with Jeppesen and they are used to handling additional documents (not questionnaires that need mapped) on Sharepoint so they can collaborate. I showed them how to upload the documents into Responsive and use the Edit in Word feature. However, they are reluctant to offer this to their team and would like to…
-
Combine sections with the same name in project mapping
While testing a spreadsheet for Elemica today, I noticed that identical section names within a column were dispersed throughout the column rather than grouped together. Is there a way to consolidate these into a single heading per section to make it easier to find questions and manage section-level actions like assigning…
-
Discussion Thread - TKT-214150
The user mentioned that they frequently create multiple threads within a single discussion to organize conversations. However, they are no longer seeing the option to add a “+ New Thread” after revisiting an existing discussion. Currently, they are only able to reply within an existing thread. User Expectation: Ability to…
-
PROD-I-1184 Ability to translate a document and export in new language to source document
Currently when exporting a translated project to source file, it will only use application language on the answers and won't change the questions/sections. It does translate all when exporting to a template. Ask: allow translation of document and exporting to source doc with new language - effectively a document…
-
Formatting of RFx in the Preview mode
Syngene is requesting to edit their proposal document before exporting it, that is the edit options to be made available within the platform. This will eliminate the need for manual work once the proposal is exported. Scenario: Syngene’s proposal team prepares RFP responses that often extend to 40+ pages. Currently, once…
-
Enhancement in export package preview | Six degree holdings
Hi Team, While previewing an export file before downloading, the formatting and alignment are not displaying as expected. However, once the file is exported, the formatting and alignment appear correctly. The client, Six Degrees, has raised a concern regarding this discrepancy and suggested that it would be ideal if the…
-
Same project should allow to import non English and English file
This request is from Adenza. Ideally if the client receives another file from their client which is English we cannot create 2 projects as project count get increased and it will be difficult to track 2 different project for one Salesforce request just because of this issue. So, Client wants to import files that do not…