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My organisation has been trying to move to using curated Virtual Report Suites. However, we have had to abandon these plans because of the following 2 main problems:1) Segments can either be shared to everyone or no one2) Users who create segments metrics are unable to see what they createDetails of the issues encountered...There are now 3 administrative capabilities relating to segments:User admin control over creation of segmentsSharing of segments (e.g. clicking “share”)Customization of Virtual Report Suite Components (VRS Curation)Unfortunately, they interact with each other in bizarre and contradictory ways. However, all the problems seem to stem from the “Customization of Virtual Report Suite Components” capability.Issues observed:The sharing of segments becomes all or nothing. This is because:Any segment that has been included in VRS curation become visible to all users of that virtual report suite (even if the segment is not “shared”)Shared segments that are not included in VRS curation cannot be seen by any usersThis means:Either everyone gets a segment, or no one gets a segmentThe segment “share” functionality in analytics becomes completely redundantUsers who have been granted access to create segments suffer a poor/degraded experienceWhen a user creates a segment it is not a curated segment within the virtual report suite and is therefore blocked from appearing in the left-hand rail.This break a well establish workflow leading to much confusion as segments do not appear where users expect them.(Note: users aren't actually blocked from using segments they've created as they still have the capability within the panels to create segments in the project.)
It would be helpful to be able to add a document to a task from a project summary page instead of having to open a new tab. We are able to add updates but not able to add documents from this page. We can also add multiple documents at once to the actual project and then "move" them to a specific task, but this is still the same amount of clicks as opening each task.
Enable users to personalize specific weekdays within the "in-time frame" constraint. As an illustration, in our email calendar scenario, beginning from Saturday in Week 1 through Friday in Week 2, having the ability to select specific weekdays for filtering or constraints would be beneficial. - This Week S S - This Week M F - Custom Saturday - Friday
We wanted to have a detailed template management process. That means, whenever a change is made to a template, "date of change", "Changed By", "Details of the change" all needs to be tracked and we should be able to create a report out of this.Our company has 3000 plus users, and we have more than 50 group admins. Group Admins has the writes to create/Update/Delete a template. So if there is no tracking, it will become very critical to run the business, if anything unwanted happens in the system due to the changes in the templates. So we request you to have a detailed Template change tracking process in Workfront.As a matter of fact, every critical objects in Workfront (Custom Forms, Templates etc..) should have this kind of tracking system for any business to trust Workfront as an Enterprise Application for a company.What are some of your other customers currently doing to track these critical system changes?Does AWF have any best practice in place for tracking, or is this an update that is coming soon?
Request for Feature Enhancement (RFE) Summary: Using the features provided by Document Cloud PDF Viewer as outlined in this link: https://experienceleague.adobe.com/docs/experience-manager-cloud-service/content/assets/manage/manage-pdf-documents.html?lang=en#multi-page, we can annotate on PDFs (and other document formats converted to PDF).However, the annotations can only be viewed by someone who has access to AEM. In the case that someone who doesn't have access to AEM needs to get a summary of the annotations to a particular document, it is currently not possible to download the annotated PDF as displayed by the Document Cloud PDF Viewer. There is no download/print/export button available, and even the "Print" button on the main toolbar for an asset won't print the pdf in full (that one only prints the first page rendition of the asset). Use-case: Users without access to AEM needs to get a copy of the asset (PDF or converted to PDF) with the annotations that was added in AEM. Current/Experienced Behavior: Cannot download the PDF with annotations. Improved/Expected Behavior: Provide or enable a "Download" / "Print" / "Export" function in order to get a copy of the PDF with the annotations Environment Details (AEM version/service pack, any other specifics if applicable): AEM Cloud, latest version Customer-name/Organization name: <redacted> Screenshot (if applicable): the document cloud pdf viewer with annotations that we want to get a download/copy of.the output of clicking on the "Print" button in an asset's toolbar Code package (if applicable):
I came across a really strange one this week. On the Sales Person, a standard field is available for the mobile phone number. However, this field is not visible in Marketo's UI. So even if there is data being sent there from CRM you cannot leverage this data via a token to communicate this number to customers or leverage alerts via SMS/Whatsapp to the sales person's phone. Having the field currently holds no value and any data only takes up server space. It would be great if the field could be made available on the UI.
Are there any plans to add interactive hotspots for Marketo emails to enhance user engagement and interaction within emails?. Including some of these features: Clickable Images and Graphics: Allow recipients to click on specific parts of an image or graphic within the email to trigger an action, such as opening a link or expanding a product description. Product Showcases: Display a product catalog or gallery within the email, and let users click on individual items to view more details, add them to a cart, or navigate to the product page on your website. Navigation Menus: Create a mini navigation menu within the email, allowing users to jump directly to different sections or pages of your website. Video Thumbnails: Embed video thumbnails that, when clicked, play a video right within the email itself or redirect users to a landing page where the video can be viewed.Obviously need to consider compatibility and test thoroughly to ensure a consistent experience across different devices and platforms and remember that while interactive hotspots can enhance user experience, they might not be supported by all email clients.
As someone working within Marketo's Design Studio section, I often find myself leaning on a tool called Adobe Illustrator to design SVG images. You may have heard of it. Unfortunately, when validation rules were set up to check SVG files in Marketo Engage's Images and Files section, a mistake seems to have been made. When you use the default SVG Export Plugin, which Illustrator very much points you towards, the output contains xlink code. This is most commonly noted in the opening tags (xmlns:xlink, xml:space), but it also rejects any code within the SVG that is intentionally using xlink! For example, I have had to replace <clipPath id="SVGID_2_"> <use xlink:href="#SVGID_1_" style="overflow:visible;"/> </clipPath> with alternate options—effectively making me redraw the entire graphic. While the community has offered some stopgap ways to address this (spoof a different MIME type, use one very specific form of SVG output), this is really counter-intuitive from a company that owns both products. I also want to emphasize that, from an infosec point of view, I completely understand why xlink has been treated this way; however, a better experience would involve accepting the SVG upload, then sanitizing the output before it's stored in Marketo. There are plenty of SVG options for doing this. This makes especially little sense when the xlink is not leaving the SVG document itself.
Currently, Javascript is set as "disabled" for all Mobile Device. As a result, the JavaScript report is inaccurate as most mobile devices support JavaScript.
Description - In Setup > Project Preferences > Projects there are two fields under Timeline Calculations. If you change these fields, it adjusts all existing project and template Planned Durations and Planned Hours. I learned this the hard way when trying to configure our system to support more specific resource planning. The only way to bring your Planned Durations and Planned Hours back to neat numbers it to manually update, which is prohibitively inefficient. I wish this fact had be more obvious.Why is this feature important to you - With better understanding of the consequences of this setting, I would think more carefully about if and when I changed the setting. If opting to change the setting, I could plan work to bring our Planned Durations and Planned Hours back into more friendly alignment without bothering users too much.How would you like the feature to work - Update the Experience League documentation to clarify what these fields do by providing examples. Additionally, add a quick tip/info flag next to the field name in Setup so that when we hover over it, there is a description of the consequences; something along the lines of, "Changing these numbers affect your existing project and template Planned Durations and Planned Hours."Current Behaviour - The Experience League documentation (https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/set-up-wf/configure-system-defaults/set-project-preferences.html?lang=en#:~:text=a%20schedule.-,Timeline%20Calculations,-Typical%20hours%20per) nor the field in Setup identify the consequences to changing the setting.
Description - Currently the task report only has project sponsor ID as a field name to add to the report. However, the IDs are not as customer friendly as project sponsor names since it's hard to identify someone by a string of numbers. I noticed that project sponsor ID in advanced search filters does pull up names as options, but reporting (especially task reporting) doesn't pull up an option for project sponsor namesWhy is this feature important to you - we want to easily pull in names instead of IDs across our project and task reports in order to be a useful tool for our customers without having to manually enter in the info. We've seen this issue with other name vs. ID field inconsistencies between project reports and task reports, but this is the most recent example. We frequently pull reports that have info such as a particular task and task due date, project name, project owner and project sponsor. Right now project sponsor names have to be manually entered into our reportsHow would you like the feature to work - either have a field name option to pull up sponsor names in task reporting.Current Behaviour - Project sponsor names is not a field option for task reports, just sponsor IDs which are a string of numbers. However, in other areas of Workfront like advanced search, I can use the sponsor ID field to pull up sponsor names.
We have to take our emails out of Marketo and run them through an email Spam scoring platform before we send. It would be great to integrate those tools from these platforms (i.e. Email on Acid) to Marketo. This would enable our users make decisions on content from within Marketo and accelerate the time to send.
Today standard fields do not always match depending on where you are in the Marketo UI Example: The field "Phone" This is a standard field that in the field Management is called "Phone". In the smartlists its called "Phone" but when authoring a form its called "Phone Number". I've seen other inconsistences throughout the platform such as "Company" vs "Company Name" or "Acquisition Program" vs "Acquisition Program name" Marketo support calls this a "feature" for some reason and suggest that I post about here. This has caused challenges with our team as they are confused as to what field they should be using.
This is a pretty simple one - I basically just want the "collapse folders" function from the Treasure Chest to apply to the Field Management tab of Admin. I prefer the folders to be collapsed and then only expand the ones I need to browse.
I'm not certain which release introduced scroll bars on line graphs in Workspace, but these need to go. Resizing a graph creates automatic scroll bars that are not needed. They only scroll a millimeter, there is no hidden content. The graph content should resize to fit the expanded object. Scroll bars are not a good idea.
DescriptionI would like the option to display on the card how long it has been in a particular column. Why is this feature important to youIt would allow more visual management. We could quickly see what has been where the longest and identify items that are stuck. How would you like the feature to workI would like to be able to toggle on/off a "Days in current column" field. I would like this number to display on the card in the Board view (i.e. without clicking on the card for details). When the card is moved to a new column, the clock should reset. Current BehaviourCurrently this feature doesn't exist. We have to leave comments each time we move a card to a different column. This takes extra effort. It also requires someone to open the card and scroll down to see this information.
Description - Based on the fast release documentation, it sound like our entire org would receive the fast release updates. It would be great if system admins were able to switch to the monthly release to preview and work through the updates before the rest of the org received the quarterly updates. Why is this feature important to you - New home took everyone in the org by surprise and was jarring with little notification ahead of time and no testing beforehand like we had with the new experience rollout. We were dealing with the update retroactively vs. being able to test out the new home environment, do a soft launch with select users and provide training on the new view for the rest of the org before the view launches. How would you like the feature to work - System admins should have the ability to get monthly releases while keeping the rest of the org on quarterly releasesCurrent Behaviour - Either the whole org gets monthly releases or quarterly releases.
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