User Experience Ideas

Recommendations to improve the user experience

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…
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.
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.
REQUEST: ability to turn On/Off the option to Edit for Fields on a field Card.
Ability to turn On/Off the option to Edit for Fields on a field Card. To avoid needing to DCA or reference by formula.
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.
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.
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.
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.
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…
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.
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…
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…
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.
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…
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…
REQUEST: allow the color of a column to be set based on a CF
Example:
REQUEST: allow the Page Builder to set the category of a page while they edit the name of the page
Would be nice to be able to do more of the page-related options here. I find that navigating the “Change Category” as a multi-step menu is clunky and frustrating. When the list of Categories gets long it is really easy to move your mouse too far and to lose focus on the menu I am envisioning that the becomes a This would…
REQUEST: let us set the Min/Max values for fixed chart axis with a LI
This would let a suite of charts always have a common (but adaptive) scale. Connections with: https://anaplan.slack.com/archives/C0FE0624Q/p1621853124003700?thread_ts=1621853124.003700&cid=C0FE0624Q
REQUEST: the ability to right click insert/delete from lists on Boards
Are we expecting to get the ability to right click insert and right click delete on list members on a board? Like we can in worksheets? @eschera also suggests: In both Boards and Worksheets it would be great to make this optional per card.
REQUEST: don’t allow the builder to cancel out of designing a Grid with the ESC key.
It undoes all their work with no warning.
REQUEST: give us the ability to type to search while selecting a Module for a Filter Rule.
Right now the designer has to scroll through the list of Modules, searching for the right one.
REQUEST: Use Templates for Data Source for a Worksheet.
Allow the page builder to use an existing Grid Template to set the Data Source for a Worksheet.
REQUEST: give us the option to turn off the key on Maps that have a CF applied.
Here it is in Classic: And here in UX. Notice the Key I have highlighted
REQUEST: allow the user to Import ALL dashboards from a Model.
Either a single button that does this or let us use checkboxes to select multiple Classic dashboards at the same time. I would also suggest that we support importing of Content Sections as Categories and auto-categorize dashboards based on these Content settings. I could see that this might only work well if we supported…
REQUEST: Give us the ability to color the bars and/or titles by the Parent
Example:
Request: Give Pages two values: a Name and a Description
This would allow us to Name them so they show up in the right spot in the list of pages. And then give a Description that could be the default value when you add them as a ‘Quick Link’ or ‘Link to a Page’ This would reduce the situation where you need to edit the default value as it has sorting stuff in it. It would also…
Request: granular control over Data Points
It would be lovely to be able to specify that the data points show up for the Columns but not for the Area.
Request: Role-based color scheming for the top/breadcrumb bar.
My initial reasoning was for demo purposes! But I can see value in allowing a customer to brand/color/skin their UX dashboards based on who is interacting with them. Helps to hone in on what level I am at and what I can do here.
Request: let us select stacked column chart measurement type
Let us select if the data points on a stacked column chart are actual units or are a percentage. So we could select Stacked and then select if the Data labels show the original values or show the resultant percentages.
Request: give us the ability to create/design a Chart from an existing Grid.
You could start with a Grid on a Board and select “Create Chart” from the 3-dot menu. This would allow you to leverage the work you already did to make the Grid instead of needing to start at the default Custom View. You could maybe then make pivots on the Grid and it could affect the Chart. Or it could be unlinked and its…

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