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Identification of the most recent editing Author
I'm submitting this request on behalf of our client Mediagenix Cc: @Rajasekaran P Request: In collaborative mode, when several authors work on a same question(s), we would like to identify who from the Author was the latest one to edit the Answer(s) Proposed Solution: a) we can do via Activities (at Question/Answer level)…
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Add Filter for Custom Fields in Project List
AllianceBernstein has two custom fields that pull information from Salesforce: Service Name and Organization. They would like the ability to filter these fields when searching the projects list, but this option is currently unavailable.
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AI Draft to recognize parent questions when answering subquestions
My client CentralSquare Technologies is finding that when they upload a project that has subquestions nested underneath a parent question, the AI Draft is unable to use the context provided in the parent question to correctly answer the subquestions nested underneath it (for them, oftentimes these subquestions are only 1…
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File/Figure/Image fields that are dynamically updated
FIS wants name of files / figures / images / etc to be dynamic based on the location within a project. Meaning Figure 1.2.5 should be renamed to Figure 3.4.5 if two other sections were added before it. This name change would cascade to all other Figure names throughout the document. Additionally, in Qvidian they had the…
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Enable Bulk "Complete Review" Option for Reviewers in Projects (67144)
The client has requested the ability to bulk "complete review" for multiple sections at once in a project. Currently, this bulk action is only available to authors in the form of "submit for review." They would like reviewers to have a similar capability to streamline the review process across multiple sections.
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Answer Page Saved Search
GE Healthcare request: Ability to save searches and filter in the projects on the Answering Page Example: Being able to filter on a label and save it for future use to quickly get to the content that needs to be addressed They are thinking it would be similar to the content library ability to save filters and access them…
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Ability to bulk update Subsections in a Project
Client: FIS FIS has requested better workflow to add manual subsections to several parent sections in one sweep. Currently, the workflow is to go into each section at the individual section level, and then choose a single parent section to put the subsection. Having improved visibility to add several subsections at once to…
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PROD-I-554 Support multiple checkboxes in a single column.
This was brought up by Certara USA, Inc. Currently, when there are multiple checkboxes in a single column, we are not supporting it. We are able to import it, but come across issues during export. If the files are unprotected, we can make changes such that the checkboxes are in separate column. But in some cases the file…
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Please add back current projects to Past Project Search
I have a client (Pacific Source) that will have 5 700-page RFPs that will share 70% of the same responses that they will be working on in tandem later this year. Having the past project search feature search current projects will be instrumental to their team in order to streamline the process.
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Projects | Ability to edit a project task from Calendar View (Optum)
Projects are driven by project-level milestones (due dates and tasks). The calendar is the primary source for project owners when planning and managing a project.Today, multiple clicks are required to edit a project level task. As a project manager I would like the ability to edit a project task from the calendar view. The…