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REQUEST: Allow an Action button to be used for page navigation.
REQUEST: Allow an Action button to be used for page navigation.
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REQUEST: allow the color, icon, and name of an action button to be driven by Line Items.
This would allow a Submit? button to become a Submitted button.
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REQUEST: allow us to paste a set of # colors across all the points.
Instead of clicking on each one…
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REQUEST: Duplicate Card in Boards.
Similar to Duplicate in MR.
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REQUEST: Give the PB the ability to add a Data Write action to any Card
Give the PB the ability to add a Data Write action to any Card through Configure Actions not just through an Action Card.
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REQUEST: progress bars on the steps in the Process.
Or at least check marks that show up during the run so i can see what is running now vs already ran. And keep the process steps section open if it was open before hitting Run Process I have a process that runs slow sometimes. It would help to see which step in the process is the slowdown. And, maybe, run time by process?
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REQUEST: Allow Access to be set through Page Categories
Either* An indicator of the category of each Page in this view * The ability to select based on Category
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REQUEST: make the Role order in Manage Access the same as in the Model
It would be lovely if the order that Roles appear as we manage Access conforms to the order the roles are in the Roles list in the model. In this model Standard Demos is the final entry in the list. But here you can see that VP of Sales is coming afterwards. I noticed this as I was attempting to scan down the list of…
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REQUEST: when Adding Quick Links to a Worksheet allow the PB to click-drag from the Add Pages list.
This will allow for the PB to set the order via drag-drop. Currently, if there are 4 Quick Links and the PB wants to add another one, but at the top of the list, they must delete the other Quick Links (losing any work on custom labeling), add the new Link, and then read all the other links (reapplying any custom labels).
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REQUEST: Allow the PB to leverage a Grid Card Template as the main Grid on a Worksheet.
Will let the PB spin up a Worksheet much faster. Will also allow them to test out a Board as a Worksheet to see which design works best for the specific planning case.
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REQUEST: hide the indicator for Card Type on Cards in the Additional Insights panel.
Right now each card still shows if it is an Action/Field/Text/etc…. when placed in the Additional Insights (in red). Those same Cards look so much nicer on a Board right now, as they don’t have this extra stuff up top (in green). I actually added a Title to one (Color Key) just so it doesn’t look like wasted space as much.…
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REQUEST: allow CF to leverage a List Property
So I could have a Number formatted List Property set for each list member. Then, when applying a CF to a Line Item formatted as the List I could select the List Property as the driver for the CF. This would avoid the need to host a LI that just translates a List selection to a number for CF purposes. from @eschera Same for…
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Insert Version should ask for Switchover date
When I want to Bulk Copy an existing version, currently I need to do two steps: 1/ Insert New Version 2/ Do the Bulk Copy In the first step, the system will create a new version that takes the maximum storage, as you are not asked to specify the switchover date prior to creating the new version. Therefore, due to storage…
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REQUEST: allow the PB to add a custom Warning message on a button that has been colored Negative .
Allow the Page Builder to add a custom Warning message on a button that has been colored Negative . When the PB colors a button Red they could add a message that says something like “This action will REMOVE all Selected Accounts. Are you sure?” and offer a “Y/N” or “OK/Cancel” options. Perhaps this “warning” modal could…
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REQUEST: let Field Cards leverage DCA for Read/Write status.
This Line Item has a DCA that means Read/Write is False. But you can see the “mm/dd/yyyy” prompt in it still. I would want it to be blank per the DCA.
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REQUEST: better indicator of applied filters while editing a Worksheet.
It would be lovely if the icon were to show an indication that it has a Filter applied while in on a Worksheet.
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REQUEST: Allow the Write Data action to flip a Boolean
For Write Data action. If the Line Item is a Boolean it would be nice to be able to write “Opposite” instead of only True/False.
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REQUEST: Allow the PB to “host” Actions as Action Buttons along the top of the Grid Card.
When adding Actions to a Grid Card…allow the PB to “host” these as Action Buttons along the top of the Grid Card. It would provide a better visual connection between Action buttons and the Grid they are affecting. At the same time it would mean Actions aren’t always hidden within the menu on the Grid Card.
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REQUEST: Give the PB the option in the more menu to duplicate a card.
Give the PB the option in the menu to duplicate a card. So we don’t have to create dummy Templates just delete them a moment later.
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REQUEST: Allow us to define the width of Action buttons.
I can show four buttons horizontally if I add them individually. But if I have four Action buttons in a single Card they won’t show four across.
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REQUEST: can we get a way to pick default entries when setting up a Form?
Can we get a way to pick default entries (here I am looking for a way to populate a List Formatted Line Item) when setting up a Form? I would like to have certain selections auto-populated based on which of two Action buttons a user clicks. They both result in adding an item to the same list. But I want to specify the…
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REQUEST: give the PB better options for deleting pages
Allow the PB to select multiple pages and delete them all OR When the PB clicks on a Category they are given the option to also delete all Pages in that category.
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REQUEST: When the user clicks on a search allow them to just start to type every time.
When the user clicks on a it would ROCK if they could just start to type every time. Right now I must also click in the search field, but only sometimes on the first time I search on a page. Frustrating!I have noticed that, one the user has performed a search, they seem to be able to type after the next time they click…
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Request: allow us to set max and min values on a CF that are a percentage/decile.
Allow us to set max and min values on a CF that are a percentage/decile. So the max for the list will flex based on the highest value. Or reference a module line item that flexes with the other numbers.
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REQUEST: allow the PB to specify ‘Show data labels’ at the line item level.
Allow the page builder to specify ‘Show data labels’ at the line item level. Or at least the axis level. Here is my chart. I am hovering over the column on which I wish I could show a data point. But you can see when I turn on Data points that the chart gets too crowded. If I could specify which axis would show data values…
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Request: allow the PB to drive the Plot Lines in a Scatter/Bubble Chart via values in the module.
Allow the Builder to drive the Plot Lines (position, title, and …color?)in a Scatter/Bubble Chart via values in the module.
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REQUEST: give the Page Builder better ability to reorder Fields on a Field Card
Give the Page Builder the ability to reorder Fields on a Field Card without having to pay attention to the order in which the switches are turned on.
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REQUEST: let the PB click the triple dots on a Card and select a Copy option.
Allow the Page Builder to, while in edit mode, click the on a Card and select a Copy option.From there the PB could select a different Page in the App (or even a Page in another App?) and, optionally, rename the Card. The Card would then be copied over to that page.This would reduce the need to make templates just to bring…
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REQUEST: allow the Page Builder to “turn off” selected cards from showing in the mobile app.
Here is the Rep view in browser. Notice how nice the KPIs look really easy to see the vitals and move on. Here is what I see in mobile. Notice the space at the top for the company logo, the spacer card, the navigation buttons, the rep face (ALL of these I would skip for mobile). also notice how the KPI numbers are so…
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REQUEST: Allow the PB to show the name of the Line Item a KPI is targeting
I have a situation where I am hosting three KPI cards. They are each giving the same Line Item but for three different segments. I have been using Display Name to rename things like the segments. But the current way the KPIs are published has the Segment name in the Title of the KPI. I figured out I should move the Segment…
