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Bulk Answer Order Editing for Multiple Questions
Customers need the ability to update the answer order across multiple questions at once. Currently, the answer order can only be changed individually through Edit Question, which becomes time-consuming for large projects or templates with many similar question types. This enhancement would allow users to: Select multiple…
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Datasets in Guided Projects Filtering screen -Please list them in alpha order
Our client requested the following: We have a need for our users to see the list of Datasets in *alphabetical order* in Guided Projects filtering screen (The Tiles in the Project level, and the dropdown list at the Section level). This is important to us because: - We have alot of datasets and users can more easily scan…
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Enable AI to Recognize Contextual Relationships Between Dropdown and Freeform Answers
UPS received a proposal that was formatted with a dropdown answer type then a subsequent answer for freeform comments relating to that dropdown answer. When AI was used to answer that freeform comment, it pulled generic information about UPS, not information specific to that dropdown question from their customer. The…
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Reassignment Notifications for Projects in Sections and Questions
If an Author or Reviewer is reassigned on a section or question, Infor would like to have a notification sent tot he Project Owner that there has been a reassingment.
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Guest Sub Question Visibility (Ticket- 77282)
The client is adding a guest user to a sub-question only. However, when the guest receives the notification and clicks the link, the page appears blank and does not display the sub-question. Currently, the system only displays the sub-question to the guest if they are added to the main question as well. The client expects…
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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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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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Numbering exhibits
Some of our responses contain images labeled as exhibits. Is there an easy way to have them automatically numbered sequentially as they appear in the order of the project? I tried using the auto-increment in Custom Fields, but was not successful. Any suggestions?
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Notes or description space for the project templates
It would be easier to differentiate templates if there was note space. We foresee needing multiple templates that have/don’t have a Table of Contents, have/don’t have a cover page, have/don’t have Roman numerals as page numbers, etc etc. This information is a little too wordy to put in the template title.
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Project Metadata Response Evidence
Our client, Availity, said that when you go to close out a section the metadata that shows where a response came from goes away (I.e. lightbulb icon, etc.). She wants the ability to have that metadata remain so it allows for her to easily tell where the response came from. She also wants the ability to have a way if the…
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Prevent Author Due Date from Exceeding Overall Project Due Date
Problem: An author's due date was incorrectly set to three days after the project's overall due date. This created a situation where the author might believe they had more time to complete their work, despite the external project deadline. Proposed Enhancement:We proposed a feature where the system would prevent the author…
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Request for Hyperlink/URL Custom field type - 360learning
Hi Team, 360learning is looking for an option to have the custom field as a clickable item from the Project Dashboard when it have Hyperlink/URL. It should allow them to redirect to that particular URL. Usecase: They would need to access the URL link in the Project Overview page rather than selecting each Project's About…
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Enable reordering of out of the box (default) fields within the project's "About" page.
Our customer HPE has requested the ability to reorder the fields on the project's "About" page. Specifically, they are looking to move the "Project Stage" field to the top of the "About" page. The "Project Stage" field needs to frequently be referenced and updated, but with several "custom fields" also appearing on the…
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OCR & Search Results - Flawed Logic in Order of Results
Recently, we have started to support OCR, which causes search results to appear based on the words added in the image. (This is great!) However, when searching for keywords, results with those exact keywords in the question or answer do not populate first. They appear after the records with the words in the images. This…
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Projects | Ability to edit a project task from Calendar View (Optum)
Projects are driven by project-level milestones (due dates and tasks). The calendar is the primary source for project owners when planning and managing a project.Today, multiple clicks are required to edit a project level task. As a project manager I would like the ability to edit a project task from the calendar view. The…
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My Questions view to display the description.
Recording: Clips When we add a description to a question and import the file, the description does not appear when switching from the 'All Questions' view to the 'My Questions' view even though we are the author of the question. Murex has requested that the description should also be visible when switching to My Questions…
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SharePoint search functionality to look into specific folders of the sites.
This request is from glen.tamm@wolterskluwer.com While the users can access the SharePoint site from Responsive, they prefer not to have the AI tool ingest all the content. Instead, they would like to specifically capture content from specific folders (Here, the requirement is to capture content from three folders…
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Projects | Task Name and Time to show in completeness (currently shows as ….) - Optum
The Responsive Projects>Tasks(project tasks)>Calendar view should show complete task properties like full name, time, date, priority, etc. to all the project members and project managers. It will be good if this can be extended to all project task types and not limited to project level tasks.
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Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.
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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…
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Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
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ability to download all of the “Project Activities” and “Q&A Activities” from projects in bulk
Super Admins would like to track and do analysis on how long it is taking their team members to answer each question, setup a project, and other project/QA activities. Currently they have to download this data from each project 1 by 1 which is not scalable.
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Allow users to update the response when updates are seen in CCL.
Request raised by client "KKR". Recording: https://zoom.us/clips/share/A2F3MRZVVXJielZLV1RJNkY2X3Y4cXdSUzRBAQ After using an QA pair from CCL to answer a project question, the user edits the QA pair in CCL by adding an additional response. When they try to update the answer in that project question, the system does not…
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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