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"Adding new section templates" popup to display in a new tab
Equinix is suggesting that when a user adds New Sections from Section Templates in a project, if the window opened in a new tab, it would allow a user to easily compare what they already have in their project with potential new sections that they might want to add.
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AI Draft – Enforce character limits by rejecting or flagging responses before acceptance
Currently, when character limits are configured in AI Draft (at the project AI instruction level, section level, or via AI Draft instructions), the AI does not reliably honor those limits. Responses that exceed the configured limit are still surfaced to the user and can be accepted. The system only flags the violation with…
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ANY/ALL/SEQUENTIAL process for project authorship
State Street has requested ANY/ALL/SEQUENTIAL process for project authorship. They would like to see the same functionality that we have for the answer review process, but for those authoring the answers to project questions.
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Seeking Best Practices: SME “Visibility-Only” Access (No Required Actions)
Hi everyone! Our team is looking to learn how others are handling SME visibility within projects. In some cases, we want SMEs to have visibility into specific Q&As or sections so they can stay informed and provide input (via @mentions , comments, for example), but we do not want to assign them as Authors or Reviewers since…
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Feature Request: Context-Aware AI Drafting Using Project Documents
Background Several customers have recently provided feedback around how they are leveraging AI platforms such as ChatGPT and Claude. A common workflow they highlighted is the ability to create “projects” or contextual workspaces where users upload supporting documents, instructions, reference materials, and contextual…
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Advanced Search/AI Filters - Display only tags with content under them
Current Issue: It was confirmed that it is expected behavior for tags that do not have content under them (i.e. zero counts) to display as selectable options within advanced search (content library & project) + AI Assistant Data Filtering. Only ASK and Quick Filters/Facets limit display to tags with content under them.…
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[Aya Healthcare] Tasks tab - Team members should see only their tasks
Problem Statement 1 As a Team Member, when I work through tasks, I want to keep my filter for only my tasks so that I can manage my workload effectively. The customer, Aya Healthcare, is facing fundamental challenges with the Project Tasks tab. Feedback has been received from Anthony Catanese, Director of Product, Aya…
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AI Draft “AI Response Generation Stalled” error
Daria (daria.lysohub@securiguard.com) from Securiguard raised a concern that AI Draft throws the error “AI Response Generation Stalled” even though the response contains placeholder/help text, which seems like odd behavior. The customer mentioned that they have placeholder/help text in their source file within the project,…
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Project Type Association to Archived projects
Customer: Accruent Unable to "deactivate" a project type field that is no longer needed. It is not associated with any active or current project, and all the projects it is associated with are in the Archive folder. The workaround solution : The project type must first be updated or removed from all archived projects. Once…
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Improve Author Notification Handling to Prevent Unnecessary Alerts for Non-Completing Users
I am submitting this enhancement request on behalf of our strategic client, Evernorth. Request: Enhance the notification logic for authors in projects so that users who have not completed a question do not continue to receive repetitive notifications once another assigned author has completed it, or provide more granular…
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Templates
When using templates to create a new project, we are limited to the template ONLY comparing to one new RFP document. Most RFP projects are created using multiple documents - we are unable to compare multiple documents to a template. It would be VERY helpful if we could create a new RFP using templates that enable us to…
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AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
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"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
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Reopen a completed project section, and maintain previous reviews
We had a request from a client for the need to re-open a completed project section, and maintain previous reviews; i.e., not remove the reviews, but maintain the reviews that have already been done and allow editing. The need stems from a scenario where the client wanted to go back into a completed section of a project to…
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Content not showing in Library
I completed a project and added 72 Q&A pairs to the library. However, the content is not showing up and the project is not showing in the Project Filter. The project shows under completed projects. I'm stumped.
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Enhance Daily Task Reports to Prioritize Question-Level Due Dates
I'm raising this Enhancement on Behalf of our Strategic client Evernorth. Request: The team would like the question-level due dates to be reflected in the “Daily Task Reports” instead of the section-level due dates to avoid confusion among SMEs. Current Limitation: Currently, the “Daily Task Reports” primarily display…
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Is there a way to bulk select and submit Q&A from an RFx?
Is there a way to bulk select and submit new/updated Q&A instead of selecting "Save in library" for each Q&A in an RFx? This capability would save users time.
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Projects - Editing System-Created Tasks & Differentiation (optum)
Problem Statement System-generated tasks are currently non-editable. Users do not have flexibility to modify dates or details when business needs change. Additionally, there is no visual distinction between manually created tasks and system-created tasks. Expected Enhancement • Allow users (based on permission) to edit…
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Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…