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Ability to convert an Intake to a Proposal (PB 2.0)
Client CADD Microsystems plans to heavily leaverage Intakes for their process but also has plans to use Proposal Builder 2.0. Current behavior allows and Intake to be Converted to a PB1.0 type project, but there is no current ability to convert an Intake to a Proposal via PB2.0. It would allow for a more efficient workflow…
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Nagravision SARL - Sort Flags alphabetically
When assigning Flags in the content library, customer wish to see a dropdown to sort the flags in alphabetical order. Please refer the screenshot for reference
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Nagravision Sarl - Adding description field to Tags
Add a description field to the tag definition, enabling users to provide additional context and clarify the purpose and assignment of tags. This will improve usability and ensure consistent application of tags across the platform.
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Required Custom Fields
Currently, you can only require CL custom fields for Q&A Pairs. Cofomo would like to be able to require fields for "All," but more specifically, Q&A pairs and Documents. From Satish in Slack: Required preference is shown only for Q&A pairs. Not for Documents, Sections, Catalogs, ALL. Reason: In the beginning, when the…
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Section Template Preview when adding to Project
It would be helpful if there was an option to Preview a Section Template before selecting it to be added to a project. Current behavior does not offer a preview/eyeball icon and a user can't see the content of a Section Template until it's been added to the project. It would save clients time and clicks if they could…
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Ability to remove the Result Announcement Date
This is not applicable to some of the customers. You cannot remove that field as it is hardcoded.
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Option to Rename "Follow Up" Flag for Content Library
Client TCW is requesting the ability to change the name of the default "Follow Up" flag for the Content Library. Currently you can edit the name for the Project Flags but not Content Flags. We would like parity for this across modules.
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Reference QA pairs should show all the QAs when applying responses from multiple recommendations-
Alliance Bernstein wants to have an option to view all the Q&A pairs when they click on the Bulb icon and then select the Answer Library view icon, if multiple responses are applied from the recommendation. However, now it only shows the most recently used Q&A pair from the Recommendations . Ref id #60711
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Duplicate Check Upon File Import
Our client at BS&A Software said it would be encouraging if we had a capability to do a duplicate check when importing a file into the content library. This would be similar to the check we have now when completing a project in the project module.
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Reorder "view all collections" in alphabetical order
The client has requested the ability to reorder not just the first word of the collection name but also all the collections as well shown in screenshot below. The current behavior is that only the first word of the collection is sorted alphabetically so kindly consider this.
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Any/All Option for Facet Filtering
Client Fortrea heavily leverages the Facet Filters and would like to have the ability to filter to "any" or "all" tags like we can in the advanced filter search. This would save the team extra clicks having to go into the advanced search and can help with further refining their search results before adding keyword search.
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Duplicate Report & View Similar Issue
This is related to duplicates and similar content. Currently we can find QA pairs with 1) exact questions (deduplication report) 2) exact answers (deduplication report) and 3) similar questions (View Similar). But there is not feature which will help us find QA pairs with similar answers currently. Customer wants to…
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Scoring Option needs a 'Null' value
When setting up your scorecard within Request Projects there needs to be a priority item of 0 or 'null' so that the question is worth absolutely nothing within that section.
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Vendor Preview Enhancement.
The vendor preview within the questionnaire is very limiting and isn't 'big enough' or 'emphasised' enough to standout on its own. It causes more confusion than it does good as clients think it's a part of the question/response structure. Probably should just get rid of it and we can rely on preview from within the project…
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Ability to Archive single Alternate Answer
Client TCW suggested the idea of being able to archive a single Alternate Answer. The use case is that when a client is looking at content in the library they may notice a single Alternate Answer on a record that needs to be archived, but not the entire Question & Answer pair. It would save several minutes and clicks if…
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True Excel Integration
It'd be great to utilize a built in excel platform for tables or complex pricing sheets. It's something that can be more easily viewed from within the system, looks better on exports as we can control when/where the table info shows up, and would improve on post submission adoption. Tables now, beyond 4 or 5 columns, looks…