Ability to turn off auto import/configure feature

Autodesk has requested the option to disable the auto-configuration feature when importing an RFx. Some users find that the feature does not always identify things correctly, and it takes time to correct. Therefore, they would prefer to map it themselves since they have become proficient with Responsive. They would like the ability to turn off the auto-configure feature by default, rather than having to manually select "clear sheet" each time they import, which they find to be cumbersome.

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Will not implement

Project: Import

Status: Will not implement

Comments

Tara Kolinsky

Definitely would find this helpful in the IRI as well as often the auto mapping isn't how we'd like to configure it

Khalees V

@Pablo Ojeda Can you get more details?

File they imported
Screenshot of the markings by Responsive
Expected markings

I we get that, we can work with engineering team to improve the auto-identification process.

Pablo Ojeda

@khalees I think in some cases it may not necessarily be wrong but they may want to map it differently. Here is a snippet from the call. I have requested the document.

https://us-39424.app.gong.io/call?id=956330004780137472&highlights=%5B%7B%22type%22%3A%22SHARE%22%2C%22from%22%3A1650%2C%22to%22%3A1774%7D%5D

Tara Kolinsky

@khalees heres an example of one of our live RFPs that mapped poorly

Swisscom_-_BidMgmtSolution_-_Questionaire_FINAL_2024-01-30 (1).xlsx

Pablo Ojeda

@khalees Autodesk sent a short video explaining more.

GMT20240227-162817_Recording_as_1920x1080.mp4

Khalees V

@Pablo Ojeda Is this still a high priority for Autodesk?

Pablo Ojeda

@Khalees V yes, Autodesk would still like to have this option.

Khalees V

@Pablo Ojeda In the video you shared above, the auto-identification worked as expected but still the User would like to map it manually. Do you think we can tell them turning off is not possible and rather they can use "Clear" option to clear the auto-identified sections, questions and answers?

Also, if there is a file that they respond frequently for which import auto-identification is not correct, we can get that file to check if we can make some improvements to it with the help of our engineering team.

your thoughts?

FYI @Ashaa M

Khalees V

@Tara Regarding the swisscom excel mapped wrongly - Is it possible to share more details on where our auto-identification went wrong? I can then check with our engineering team on the feasibility of improving the auto-identification accuracy?

Sweetha P

We have the same feedback from jennifer.johnson@saviynt.com. Client wants an option to turn-off auto-configuration.

cc: @catelyn

Khalees V

@sweetha Do you know why? Is it only for standard template or for other excel files as well?

FYI: @ashaa

Candace Mason

Cato Networks would like this option as well.

Khalees V

@Candace Mason Do you know why? Is this for standard template or for all excel files?

FYI: @ashaa

Michael McDaniel

Crowdstrike would also like this. Some of their complex proposals require so much editing to our auto-mapping they would want the ability to bypass this on the upload screen instead of having to clear configuration afterward.