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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…
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…
Actions tab -> Imports Tab -> Can we have the ability to export this data into an excel file?
Or can there be a way to combine the data on the Actions tabs with the Imports tabs to pull an entire listing of my Imports and Processes? I am constantly copying and pasting data from the Imports tab into an excel file so I can filter and find the necessary imports and where they come from. Especially after…
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: 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 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.
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: 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.
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 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…
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: Are we looking into any method of adding CF based on a non-numeric?
Boolean T/F List Formatted LI = Specific List Item @eschera : Boolean would be great. Bonus points for being able to leverage a separate (systems) module to drive conditional formatting.
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: leverage Management Reporting options for Field Cards
Would it be possible to leverage some of the pixel-level design stuff from the upcoming Reports UX stuff to give us greater flexibility when designing Field Cards? I find a good use of a Field card is to allow both a Grid view of many Transactions and then the user can click on a single Transaction and see additional…
REQUEST: Allow a Line Item to have a new, UX-only, name when using it in a Graph.
It would be lovely to be able to give a Line Item a new, UX-only, name when using it in a Graph. The same way we can rename a Line Item on a Field Card. I could see this rename ability either in the ‘Series’ section where you can recolor the column OR in ‘View Designer’ under ‘Reorder’
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.

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