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Same project should allow to import non English and English file
This request is from Adenza. Ideally if the client receives another file from their client which is English we cannot create 2 projects as project count get increased and it will be difficult to track 2 different project for one Salesforce request just because of this issue. So, Client wants to import files that do not…
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Import to consider duplicate questions
This request is from Nasdaq (Adenza). Whenever we import an RFP, if there are duplicate questions in section/RFP it will ignore the duplicates and consider only one from them. Client needs duplicate questions as well in sections. Also this feedback they have received from many of their users as well.
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Update response headers, when header row is marked last
This request is from Ciena. Once you mark the answer, the answer header will be saved in the answer configuration. So, if you mark the header row after configuring the answer, the response header name is not getting updated. But when we configure Q and A first and then Mark the Header row, we face the issue: Response…
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Import Configuration - Answer Configuration - The error message doesn't look right.
I think it should be 'Add atleast one answer type'
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Generate an Outline after Import by scanning a narrative RFx
Team, for narrative RFx that specifically doesn't have a structure to respond to but rather requires the responding team to understand the RFx and accordingly create an outline, we should provide customers an option to generate an outline using GenAI since there will a good no of cases where there won't be any Q&A or…
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skip answers for parent questions - behavior
This is from Esko. We told client that if you answer the sub-question, the toggle of parent question will automatically turn on, Kindly find the attached screen recording for your reference: Screen recording But client feels the other way in his below words: this is counter intuitive after defining the question as not…
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Importing Question Numbers into the Content Library
Hi Team! 👋 A Customer recently brought to my attention that they have responses they'd like to import where the answers or questions reference other questions by question number. For example: "In question 5.4.c, if you answered yes, please elaborate." However, after hours of testing, I have not found a way to bring in the…
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Unable to import excel file with radio buttons
This request is from Juniper. We do not have the option to import this type of file with radio buttons, as of now. Please help with handling this file. PFB link to the file. https://docs.google.com/spreadsheets/d/1Yv5LXVNvojGBqx-vl8EQgg8gCTO18lg6/edit?usp=sharing&ouid=103804520586169404183&rtpof=true&sd=true
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OCR Capabilities when importing content
Hi Team, This was raised by panasonic. Not sure if it would be possible, but it would be really useful for pdfs and tables that appear as images when importing. Thanks, Bruce
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(AI) Auto Identify Answer Type based on the Context of the Question - Import/Create
The idea is to predict and enhance user experience by recommending response type based on the context of the question. This will enhance the experience of the user during create and import. Question: "Select all applicable options for your subscription preferences." Analysis: The system detects a prompt for selecting…
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Import - There is no indication what the user is supposed to do after upload
When you first land in the mapping screen, there is no indication what hte user is supposed to do next. Why do we not show the markup toolbar by default. At least that would give some hint. We can show the toolbar with the buttons disabled OR if they attempt to click it say “please select text you want to markup”. Anything…
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Translation status to let the user know the actual status.
This idea is from Publicis company. The below alert states "Translation Status 'File name'" alone, no actual status like, the translation got completed or 'refresh to see the translation' is shown to the user. But upon page refresh, one could find that the translation has been completed. Please help with providing the user…
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Auto-identify check boxes
Katie Wittrock from ADP is requesting that checkboxes in an Excel document be automatically identified when importing into a project. Currently, we do not support checkboxes in Excel.
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Auto pull requirements + summary
Client would like to have their necessary requirements pulled from Excel or Word documents, along with short summaries drafted per section for a project rather than have to input this manually. They believe this could be achieved via API scripts or AI Assistant.
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Excel cell in import page is vertical in import page
This request is from Ciena. 4th row in import page is vertical after uploading in import file page. This specific row in the import file has been changed to look like normal horizontal rows before import. But on import page, it is showing like the below. Attaching the file for your reference.…
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Enhance the Project Document stagging tool
One challenge I've noticed when speaking with Government Contractors is that they often receive a large number of documents that all describe different aspects of the job and/or how they are supposed to present their response, and organizing all of those documents gets complicated. CorrDyn is a client that recently chose…
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Allowing users to mark description in between Question and Answer during import configuration..
While importing a Word file (.docx), when we configure the document in the following order (Section > Question > Description > Answer), we do not retain the answer in the response field. It would be great if we could retain the answers even if we configure the document in this specific order (Question, Description, and…
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Allowing to ignore cells above the Headers in the import configuration.
Optum has raised an issue where we can not use Ignore and Header at the same time with mapping. They have some content above the header row, which they are not able to mark as Ignore. Ignore is disabled. This is the behavior as of now. Client request: They want "Ignore" to be enabled even if they choose a header row, since…
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Coffee Chat | Project Import Best Practices
Importing and configuring project documents is a crucial task for launching a new project in Responsive. In this Intermediate Importing Session, Admins and Managers learn best practices, like utilizing the Table of Contents prior to Import (20:54) and solutions to various limitations when mapping a Word Document, such as:…
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Mapping Toolbar Enhancement
Multiple request from Coffee Chat today on Project Mapping that the marking toolbar in the new UX is hard to read. The text is too small, especially the text with keyboard shortcuts. Noted that users don't usually notice that there are fly-out menus (Sub-Section, etc.)
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Remove extraneous hard returns for Mark Rest as Answer
Clearlake Capital discovered today that when using Mark Rest as Answer while mapping a lengthy Word document for the Content Library, all of the hard returns were retained and made part of the answer (see screenshot, which is a recreation of this in testing). This will necessitate a lot of format fixing in the library.…