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API Exposure or Endpoint for Tag-Level Report Extraction
ADP has requested the following enhancement for Tag-Level reports: Problem When exporting content library data: All tags appear grouped in a single column. Solution tags are encoded as “+TagName”, but cannot be filtered or separated easily in Tableau or Excel. Requested Enhancement API access or enhanced exports enabling:…
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Search content by review cycle
MFS Investment Management would like to sort and report on content by review cycles. For example, if there is content with a 30 day review cycle and content with a 90 day review cycle they would like to filter by the 30 day and make bulk updates if needed.
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Separate permission for "Create Project from Template" and "Save Project as Template"
I'm submitting this enhancement request on behalf of strategic client "Fiserv" . Request: Enhancement regarding permissions required to create projects from Project Templates Current Limitation: Users cannot see the “Create Project from Template” button unless the Create Project Templates permission is enabled. This single…
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Support Project Name Filter in all AI Filters
Client Optum is requesting that "Project Name" be available as a Filter for all AI tools. This would bring consistency to the filtering experience across the platform and also allow their users more flexibility in how they are filtering AI. cc @Karthik Kumar @Susan Berger @Gosia Rios
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Group AI Filter and Non-AI Filters in Advanced Filter
Client Optum is requesting that it be made more clear in the Advanced Filter which filters are applicable to AI and which are not. This will help their users more easily leverage AI tools and enable them to scale across their large organization. cc @Karthik Kumar @Susan Berger @Gosia Rios
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CAPTRUST (issuing) - Ability to have reports in alphabetical order by tab
CAPTRUST (Issuing) Responsive - Weekly Strategic Sync-20251208_111920-Meeting Recording.mp4 Our POC, Ann Fisher, would like to ability to pull reports and have the data come out in alphabetical order. @Naveen Kumar chilpichetti to provide additional insights when available.
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Agent Workflows – Support for Broad, Recurring, Metadata-Driven Workflows
ADP has provided the following enhancement request for Agent Studio: Problem Current agents: Require very specific filters (e.g., exact tag values). Are not efficient for large-scale libraries (15,000+ records). Do not support broad/bulk or generalizable logic. Are better suited to one-time use cases than recurring…
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SharePoint Site segregation access (folder level access breakdown required)
Requested User Name - Maria Flores Company Name - IFS Current Behavior: Responsive currently allows integration with SharePoint sites, but the configuration applies at the site level. This means all content within the selected site is accessible, which can lead to unnecessary data exposure and clutter. Requested…
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Rename RFPIO as Responsive in Integrations
Request to Update Naming Convention of RfpioIntakeDetails to Responsive in Salesforce Integration
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CAPTRUST (Issuing) - Change Status to Received once all responses have been received. OR Add ROR% as
Audience: Vendor Team GOAL: Change Status to Received once all responses have been received. OR Add ROR% as a filter option to be added as a column in the Manage Requests View Additional context from POC, Ann Fisher: Manage Requests has no way to show if all responses were received for a request. Each request needs to be…