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Display highlighted alternate question when it is retrieved using keyword search
Via Atlassian. Currently when an alternate question is caught using the keyword search, the Q&A pair is displayed, but the highlighted alternate question is not. The user must open the Q&A pair to see the alternate question. It would be helpful if it is displayed right away when the search is run, so the user can see the…
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Ability to see changes made when using compare and merge
Hi team, This is coming from Optum. Currently the exact changes that were made are not visible when using compare and merge, though they are visible in the activities view. It would be helpful to see the edits, additions, and deletions in compare and merge, particularly from moderation. Related, it would be great to be…
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Proposal Builder APIs
Customer wants to build own intake process where they can map to proposal creation fields. This customer does not use Salesforce so there is no way to integrate to other tools.
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Requesting Improvements between SF and Responsive relationship
Ecolog has below requirements regarding Salesforce: 1- Can we map the due date, Time zone and Time individually with the fields in SF? This is critical for client and they are looking for a way around to pull this. These fields are created individually on the Salesforce which the Ecolog team is willing to link with our…
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Better Clarity With Comments/Permission Issues when inviting help to reviews
My customer Symplr is currently working through an expansive, and challenging, review process that involves numerous stakeholders and user teams. Even in this comprehensive review, there are still occasions where they need to tap-in a separate resource not previously made a part of the on-demand (or scheduled) review.…
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Alert Text warnings not shown when adding a Section inside a project
Hi Team, In the CCL, alert text can be added to a section. But when used in a project, the alert text warnings are not shown. Please have a look into it since these warnings are required for bid managers when adding sections
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Maintaining facet and searchable filters when updating custom field types
Via T. Rowe Price, feels like low hanging fruit that we could address: Thanks for looking into this. I also needed to check what went wrong here today. The change I made around 3:00PM yesterday to the Primary SME field was adding a new SME. When I did that I wanted to check if the Category on top needs to change also.…
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Content Review button label is potentially misleading
Broadridge was experimenting with the content review process and one of their team members clicked the green "Complete Review" button, thinking it meant it would start the review process instead of meaning that a user clicking it would actually complete the review. Is there another wording to use on this button to indicate…
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Read time for Q&A pairs
Via Microsoft. Interested in seeing how long users are spending on Q&A pairs as a metric. Could be helpful in seeing what needs to be edited, or in assessing what is truly most used/ valuable. Thanks, Bruce
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Ability to batch send Queue and Notify Later
Hi Team, This idea was brought to me by Qualtrics. A few notes on the impact/ rationale: When queue and notify later is used, notifications often don't come from the person who queued them. Ability to batch send would avoid confusion for the recipient and clutter for the sender Ability to batch send would be beneficial for…
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Comments in Projects transfer to library
Idea from Prime Therapeutics: Is there a way to keep comments from a project when sending to the library - but locking them, or greying them out to authors can't continue to comment? We get many SMEs who go in for annual review and then comment back to project comments - which then go to all involved in the project.
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Updating Authors on Content in Review
Idea from Prime Therapeutics: We have a lot of Author turnover and are often reassigning authors even when records are in review. It would be great to be able to reassign authors in review and have that assignment take and now apply to the new author's MY Work. Currently the change doesn't actually happen until the review…
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Workflow for Owners and Moderation in Content Library
CAPTRUST has requested an enhancement request for workflow automation of new content being added to the content library. In their case, they believe it would be helpful to have themselves assigned automatically (as an option) to each new Q&A pair that comes in for owners and moderation, with a review cycle established.…
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Bulk update custom fields from Org Settings
Via Qualtrics. They would love the ability to bulk update custom field values in the CCL from their org settings. If that is not possible, they would like more guardrails around updating custom fields. Recently, they updated a value in org settings and erroneously removed it from a ton of records in their CCL. While there…
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Past project search in CCL
The following request is from Antony Conway from Esko looking for search in past projects – from the search from the Content Library menu currently. Would it be possible to add the functionality to search within ‘Past Projects’ via the Content Library tabs, Surely we should be easily able to search ALL current and past…
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On behalf of Genesys-Quotations on search words
Customer would like search ability to be reverted back with both search quotation options. When they're searching for a keyword without a quotation, for eg: if she is searching for custom, then it should fetch the Q&A pairs that have custom, customer, customize, etc..
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In Project, Merged questions export in a single line
When we are importing the attached document, merging multiple lines that has bullets as well, and marking it as question and imports it. The line breaks are carried over inside project. However, if we export the project in a custom template, the line breaks are removed and exported in a single line as shown in the above…
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Key word search filter retained inside the section view.
When a particular keyword is used in the search bar, we are able to view the Section Template and the content in the template. When we use the "AND" operator in the search bar, we are still able to get the desired result, but upon clicking on the section template, we are not able to view the content inside the template. We…
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User is looking for the sub-section edit option under the main edit icon
The user mentioned that editing sub-sections under the Content Library » Section is somewhat cumbersome, as it requires navigating to a Section and then editing the sub-section. For a large set of sub-section updates, it would be more efficient if the sub-section edit option became visible immediately after clicking the…
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Option to change the BG color for one particular row in a table in CCL response.
We have a request from asthompson@presidio.com - Presidio. In Content Library, when the response has table as answer, we are only able to change the BG color for the whole table. We do not have any option to change the Background color only for the header row or any separate rows.
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Need the collapsed, standard and expanded view more visible and stick even while scrolling
While searching for a term in the content library-> it fetches the results in such a way that the response includes the matching keyword in the display. This makes it display the response from the middle of the answers such that it matches the search term. "Would it be better to have keyword search show the top of the…
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Ability to "Cancel Review' in Bulk
Client Stepstone would like the ability to cancel content in Review in Bulk. Current behavior only allows once canceled record at a time, but there are occasions where a larger portion of content all needs to be canceled. Adding this enhancement would save time for clients.