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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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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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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…