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Prevent disabled custom fields from appearing in the properties of a live record
T. Rowe Price disabled an old custom field and migrated to a new one, which is currently enabled. However, in the content properties, both the old (disabled) and the new fields are still visible. They do not want the disabled custom field to appear in the properties of a live record. Currently the disabled custom field is…
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Notification for updates to Q&A pairs used in project templates
T.Rowe Price would like to be able to retain all the metadata of records on the questions level for all response types in Project Templates. Show the light bulb when any record used for the Response was updated.
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Filtering custom fields values using AND , OR Statement
T.Rowe Price would like to be able to exclude values for multi select fields and mark what is applicable using AND , OR statements in the values. This will safe time and make searches for efficient.
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The content cleaner process should be applied to all states/statuses of the Q&A pair.
I'm submitting these ideas on behalf of Symplr. The user want Q/A pairs in all status (moderation) to be working for the content cleaner
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Custom Role Enhancement - Moderation
PIMCO is requesting to have a role permission to bypass all moderation for New & Edited Content. Use case: they're support team should be able to edit all content without it being moderated & they also have SMEs that edit content that will be then be moderated by the support team (specific members). @Ginno Bergunio
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Editable Shape Support
Lack of Editable Shape Support in Responsive – due to increasing needs to enhance the graphical qualities of proposals, this is a challenge for the proposal use case. Due to the limited bandwidth of the end-users that will be assembling proposals, ease of use would be of paramount importance and that was not sufficiently…
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To automatically sync active and archive projects for updates from SFDC
This request is from Zuora. Our product team confirmed that the stage does not get automatically refreshed for the archived projects in Responsive in real time or in any interval based on the changes made in Salesforce. Any updates made in Salesforce will be reflected in Responsive as soon as a user accesses the project in…
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Ability to create a new project with a Project Template via SFDC
Currently you can't create a new project using a Project Template when launching from Salesforce. TCW will be leveraging several project templates and their ideal workflow would have users create all projects via salesforce.
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Downloading document and Used Count
When the Download button is clicked on a document in the document library, the Used Count increases. But Used Count does not increase when Download button is clicked in the Preview window of the document. Karthik Dev from product team requested me to raise S4 for this. Karthik suggested that the Used Count should increase…
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Pop-up Notification for QA Pair Moved to Trash for Related content
Current Behavior: If a document in the Content Library has a QA pair linked to it, and the QA pair is moved to Trash, the related content link for the QA pair remains visible in the document’s Related Content. When the user clicks on the QA pair, they are directed to a page that displays the message "Content Not…
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Add Norwegian to language list in Answer Editor
Philips Medizin Systeme Böblingen GmbH would like Norwegian added to the list of languages in the Metadata group of the library answer editor as they plan to upload content in this language.
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Wolters Kluwer USA - Report that focuses on Content that is missed when uploading
Their team is in the process of uploading new content into the library but there is currently now way for them to check on what QA pairs they're missing. They've shared that they've been doing lots of content library uploads and they're not finding where they finished and what they missed.
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"Expand All" Option available for Documents in Library
Client Fortrea opened ticket 60735 because their was confusion for their users that there was no option to "Expand All" when viewing documents. The Fortrea team would find it very helpful if they had the option to expand documents into a larger preview so they didn't need to click into the individual document preview to…