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Description -Analysis Workspace offers a fantastic way to explore user journeys through the Flow visualization. Thanks to us being able to drag-and-drop items from a Freeform Table, building Flows can be super efficient. However, dragging-and-dropping dimension items or metrics from a Freeform table can be a challenge to novice users or anyone without a gigantic screen.As a potential solution, I want to propose bringing a new right-click action to Freeform tables that allows users to explore paths quicker. In the mock-up below, a user could select "Explore paths" when right-clicking dimension items or metrics:When a user clicks this option, they would be able to choose from options like "Paths starting here", "ending here", or "all paths":Clicking those options would create a new Flow visualization, with the selected dimension item in the "Starts with", "Contains", or "Ends with" box respectively.This would make it quick and easy for novice users or exploratory workflows to make the Flow viz more accessible.
Request for Feature Enhancement (RFE) Summary: Downloading queue on several assets is to do one by one Use-case: When you share several assets and you share them, users receiving the link have not the correct behavior in downloading them: step 1 : share several assets step 2 : open the link receive via email step 3 : select several asset step 4 : download queue step 5 : download inbox step 6 : I just have my first selected asset i the inbox We should have all the assets in the InBox. Current/Experienced Behavior: when i select several assets for download, i've to reselect each one for download Improved/Expected Behavior: when i select severa assets for download, i want all of them downloaded in the inbox Environment Details (AEM version/service pack, any other specifics if applicable): AEM as a Cloudservice Customer-name/Organization name: Louis Vuitton Screenshot (if applicable): Code package (if applicable):
Description - Currently Portfolio dropdown lists (when creating a new project) max out at 20 portfolios. You can type ahead and the list will update but if you don't know what you're looking for, it's a bit of a guess. Why is this feature important to you - Colleagues aren't familiar with every portfolio and listing them all is common UI/UX for dropdown menus. How would you like the feature to work - List every option or develop a different UI to display all the data to the user.Current Behaviour - Only the top 20 portfolios are listed
The current Marketo "MktoForms2.loadForm" function loads additional forms that fail SEO best practices. Example code that Marketo writes when using the default embedded form code. >> <form novalidate="novalidate" class="mktoForm mktoHasWidth mktoLayoutLeft" style="font-family: Helvetica, Arial, sans-serif; font-size: 63px; color: rgb(51, 51, 51); position: absolute; top: -500px; left: -1000px; width: 1903px;"></form> >>3rd party SEO validation tools recommend that EACH form must define a submit button. You can send the form data using two kind of elements: - button - input, with the type attribute using one of these values: submit, image or button From the script MktoForms2.loadForm function loads these forms and users don't have any control to remove this extra Novalidate form unless a copy of the .JS file is created, edited and hosted to replace the default forms2.js file. Confirmed by adding this script in html there also it is loading the novalidate form. The last update to the forms2.js file was over 6 years ago and weighing in at over 400k minimized! This .JS file needs an update.
I doubt this will make any backlog on the product roadmap, but you miss 100% of the shots you don't take, so: I would like a method to understand within Velocity if an email has been marked as operational; today, there is no consistently accurate way to gather this information from the header or other parts of the message (e.g., check against Unsubscribe HTML). The main use case for this is compliance in countries where you are legally obligated to note if an email is an advertisement, namely China. This requires that emails can be properly marked in the subject line/body as appropriate (e.g., "<AD>") without affecting operational emails.
Description - Would like to be able to report on document approval date and time and use as a report prompt Why is this feature important to you - we use specific reports to bundle documents that have been approved within a certain time period - our team then reviews the documents approved in that time period, validates the content and sends them to a team for processing. This process is done three times a week and we use the report prompt to start the current search as the last time the search was done. So if the last time I opened the report was Monday at 3:55PM, when I open the report today I would select Document Approval Date as the report prompt (which this currently exists), between and plug in May 8th, 2023 @ 3:55pm and May 11th, 2023 @ 3:11PM. I would like to be able to see the date and timestamp for this data point within the report, but we can only see the date which does not allow me to verify the data.How would you like the feature to work - I would like the time option added to the document approval date stampCurrent Behaviour - today, can only see document approved May 8th, future would like to see document approved May 8th @ 2:30 PM
Request for Feature Enhancement (RFE) Summary: We want to be able to easily duplicate/copy/move the entire content (assets and pages) between environments found on the same program Use-case: Environment synchronization Current/Experienced Behavior: There is no easy way to duplicate content. The only way to do this now is to move content by doing a code package which is a very painstaking process to do. Improved/Expected Behavior: A method of moving content within the program is available w/o executing any manual steps Environment Details (AEM version/service pack, any other specifics if applicable): AEMaCS Customer-name/Organization name: N/A Screenshot (if applicable): N/A Code package (if applicable): N/A
Hello Marketo Community, I wanted to share a friendly suggestion regarding the ordering of segments in the email editor and its preview window, which I believe could enhance the overall user experience. Currently, the order of segments in the email editor corresponds to their numbers in the segmentation. This is typically based on the order in which they were created, which can be confirmed by navigating to Database > Segmentations > First Study Area Option and clicking on the Rules (approved) tab. The list there is the same as the email editor. However, the order in the email editor preview window is reversed, with later numbers appearing at the top and number one at the bottom. While editing the segmentation changes the order for the email editor, the email editor preview dropdown list remains in the original order. To streamline the user experience and simplify navigation, I would like to suggest the following improvements: Make the segmentation order in the Database based on alphabetical order Not the order when they get approved. This would provide a more intuitive and organized view for users, making it easier to locate and manage specific segments. Ensure that the segmentation list in both the email editor and the email editor preview dropdown list remains constant, reflecting any updates made in the segmentation order. This would eliminate any confusion arising from the current discrepancy between the two lists and provide a more seamless experience for users. I believe that implementing these suggestions would further enhance Marketo's user experience and make the segmentation process more efficient and intuitive for all users. I would love to hear your thoughts on this suggestion and any additional feedback the community may have. Thank you for your time and consideration. Looking forward to engaging in further discussions and collaborating on ways to continually improve Marketo. Best regards,Wayne Ying
Description - Allow users to filter their backlogged tickets by assignee on the kanban board view and allow status changes on the backlog view (when tickets are in backlog) to update the column the ticket resides in. For an example, users will be able to assign tickets to themselves on the backlog tab, then change the status of the ticket from "new" to "in progress" and the update reflects the tickets column position on the kanban board tab. Why is this feature important to you - Our agile kanban teams support hundreds of tickets. Scrolling down on the backlog column on the kanban view is tedious since there isn't a way to filter out tickets by assignee on the kanban board. This makes the process very slow and it's extremely easy to lose tickets. More importantly, the team would rather use JIRA which would have multiple negative affects to the workflow. How would you like the feature to work - Team members can assign themselves from the backlog view and either change the status from the backlog view or toggle to their kanban board tab where they'll be able to filter for their name and move the tickets from backlog to "In-Progress" easily. Current Behaviour - Tickets pile up in the kanban board view under backlog and users have to scroll to find their ticket. If they'd rather move to the backlog tab, they can't update the status of the ticket on this view and have it reflect the column the ticket resides in on the kanban board view.
Description - Add an adjustable field within Access Levels to restrict who a user can assign work to. (i.e. Only a users Group or Team or Direct Reports) Why is this feature important to you - Most managers will only assign work to members of their team, so limiting the users they see in the assignments drop down would reduce the chance of accidentally assigning the wrong individual. We have a large organization, and several people have the same first or last name. How would you like the feature to work - I'd like the field to appear either when editing an access level or editing a user. I'd like it to restrict a user from assigning work to someone not in their group, team or a direct report (depending on how you set up the restriction) Current Behavior: When you begin typing in a name, Workfront provides an alphabetized list of recommendations. With a large organization, you have to type in most or all of the name before it will locate the user you're looking for. By enabling this restriction, the recommendations list would be much shorter, making it quicker to assign someone.
Description - Would love to be able to create a view on a report and save that to the Views area in Setup > Interface > ViewsWhy is this feature important to you - Less duplicative workHow would you like the feature to work - If a view was created for a report, I'd love to be able to save that view as a global option (found under Setup > Interface > Views) so that it can be used again without having to re-create. The benefit of creating a view in the reports (or lists) area is that you get to see how the data is presented first before saving, compared to creating a view in the global area and then having to run a report or view a list to ensure it is exactly what you need or want.Current Behaviour - Global views can only be created from the Setup > Interface > Views area.
Description - Would love to have the portfolio and program links in the Project Overview form hyperlinked so that users can click directly to them from their project.Why is this feature important to you - Would help increase user adoption in Portfolios and Programs and give them the 1,000 ft view into campaigns and events.How would you like the feature to work - Portfolio and Program fields would be hyperlinked and within one click the user can get directly to that object.Current Behaviour - Today, you have to copy/paste or remember the Portfolio or Program name that the project is tagged to. So you are going to Project Details > Overview > Main Menu > Portfolios or Programs > in page search > opening that Portfolio or Program.
I recently had a very frustrating time trying to figure out how we could use delegations when people are away. I see a few have posted on this subject. Here’s my two cents worth. Current Method User goes to Workfront Home/Worklist page. Click Delegations. Enter a date range and delegate, Save. This creates a delegation for the user's tasks that have a Planned Completion Date in the specified date range. The delegate can now perform the delegated tasks, issues, approvals etc as long as they have the appropriate Access Level. Problems Delegation delegates specific tasks to the delegate rather than just allowing the delegate to perform any of the delegator's tasks during their absence. The delegated tasks are those with a Planned Completion Date in the specified date range. The Start Date of that range cannot be earlier than today. Any tasks with a Planned Completion Date before the start date cannot be delegated. These would be the oldest tasks the delegator has outstanding and thus the most in need of delegation and work. The delegated tasks cannot be seen anywhere except in the Worklist. We don't use the Worklist at all. All users have a dash with reports of work that needs doing. The delegated tasks cannot be reported on. The only reference to delegations in the standard reporting system or API is the USRDEL object. This object can be used with an EXISTS filter to report ALL the tasks assigned to the delegator, viz: EXISTS:1:$$OBJCODE=USRDEL EXISTS:1:fromUserID=FIELD:assignedToID EXISTS:1:toUserID=$$USERID However there does not appear to be a method where that can be restricted to tasks that can actually be performed by the delegate i.e. those with a PCD in the range. Suggestions Change the method of operation so that delegation provides the delegate with permissions to perform ANY of the delegator's assigned tasks/issues/approvals during their absence (given they have the appropriate access level). The date range should be when the person will be away - Planned Completion Dates then have nothing to do with it. OR If we must use the current method of delegating specific tasks by date range of Planned Completion Dates, allow the Start Date of the range to be in the past so older, urgent tasks can be included in the delegated work. Provide reporting tools so that delegated tasks can be included in reports of assigned and delegated work by user. How does the Worklist pick them up? Allow a user to delegate their work to multiple people, or perhaps a team, so the work can be spread around. Provide the facility for planners/managers to create delegations for others in their groups/teams. No doubt others will also have some suggestions.
I'm still not clear why the Federation ID field in Workfront is case sensitive. If there's not a good reason for this, can we someday make them not case sensitive please?
Description -Why is this feature important to you - I'd like to know when a resource is starting a task. How would you like the feature to work - If the resource changes the task status from NEW to IN PROGRESS, that triggers an email to me, the Project Owner. Current Behaviour - No such email notification is currently configured.
Background: SMS campaign deployed at 10PM instead of 10AM. There were messages received past midnight. This was human error and was not caught in time to do any modification to the deployment time.Issue: There were messages received past midnight. Would like to apply a capability to not have any SMS messages to deploy after a certain time frame, but currently, Marketo does not have this capability. Recommended Solution: If there is a way that Marketo can have the ability to hard code something to block any/all text message deployments outside of a certain time frame / time zone (ie. No SMS message campaigns to deploy after 9PM).
Description -When right clicking and trending a metric, please offer the ability to search for anomalies on the trended metric. Why is this feature important to you - Before changes to anomaly detection a few months ago, this was available. Now it takes several steps to replicate. Re-enabling this would make it much easier to drill down into various dimensions to spot key drivers for anomalies and investigating changes in traffic. How would you like the feature to work -For any trended data visualization, enable the Anomalies option. Current Behavior -When selecting a value and trending, the Anomalies option is greyed out. For example, last 30 days by marketing channel. Selecting top channel value, right clicking and selecting trend. The line chart is displayed and the chart has show anomalies checked, but anomalies are not calculated. Clicking on the freeform table, the Anomalies option is greyed out since there's no time metric in the breakout. As a workaround, I can find the channel(s) that I'm interested in, drop as filters under the metric, then replaced channels with day, select the column(s) and enable anomalies. However, when reviewing several anomalies or investigating traffic this is inefficient.
Now that you've made it possible to have panels individually created at the Report Suite level, I would submit to you that it would be highly advantageous to also be able to add a Segment at the VISUALIZATION level instead of having to insert into the table itself. Just like we're able to drag a segment into a Panel, we should be able to drag segments into the top section of a Visualization, too.This gives us the ability to have control over INDIVIDUAL visualization data and not have to keep building separate panels because of ONE specific segment. I can't be the only analyst out there thinking the same thing. Thanks in advance!Jeff Bloomer | KPF - Manager, Digital Analytics
Description - Sometimes I create multiple panels for experiments and one is for historical information (last 3 months) and the rest are to measure the experiences. If I use "apply to all panels", it will change the historical one too, and I don't want that.Why is this feature important to you - It would save time and ease frustrationHow would you like the feature to work - I would like to either lock a panel's dates or group panels so that I could "apply to all in the group"Current Behavior - It is either all or none with panels.
Verbesserungsvorschlag – Zusammenfassung: Increase usability of text asset editor in AEM Forms by adding colors Use Case: Text asset editing and data field handing in AEM forms Derzeitiges/erlebtes Verhalten: Fields within text assets can have two different ways of behavior - user can add data or not. For a template author no way exists to distinguish the elements as both looks same Verbessertes/erwartetes Verhalten: Given that a text asset is edited and fields out of a data dictionary will be added When the field is added as "Locked", the field will appear in the text asset with red highlight color When the field is added as "Open" the field will appear in the text asset with green highlight color Umgebungsdetails (AEM-Version/Service Pack, ggf. andere Besonderheiten): AEM Forms 6.5.7 with compatibilty package Kundenname/Organisationsname: Deutsche Bank Screenshot (falls zutreffend): Code-Paket (falls zutreffend):
We would love if the proofing tool could support internal PDF reference links that are built within the initial PDF rather than converting it to a flat image. For instance, if a large manual/guide is uploaded with a table of contents that has page numbers that link to other pages, or if there are "jump to page 5" or "return to contents" type links that would work in the actual PDF, that these links would work within the proof viewer also. Currently our reviewers have to download and open the PDF separately to test all of the PDF reference links, then go back into the proofing tool to comment things like "link does not go to proper page" or "link is broken", etc. This takes extra time and creates room for error. Current behavior is that the proofing tool only supports clicking links to external sites (like if there is a link for www.testwebsite.com, you can click that link within the proofing tool), but if you click links that move you to different parts of a PDF (like "jump to Table of Contents"), they are no longer clickable and become just a flat image. We would like these links to still be active and to move you to the proper page/location within the proofing tool. Thank you!
Do not receive a Save warning when navigating away from the Portfolio Optimizer page
We have a lot of teams that don't convert all of their issues to projects, so it's difficult for them to see what work is unassigned as issues are not included in this part of the Workload Balancer. This does not allow for the resource manager to consider the team's availability on the same page that they are assigning the issues.
Description - We would like the ability to set the request type at a queue topic level, to enable users to receive work as issues or tasks via the same queue.Why is this feature important to you - The queue topic asks you to define the request type, but this doesn't actually work other than just categorising it. We have queues where some users want to work in agile and therefore need work delivered as an issue. Other users receiving work want to work with tasks but even though all queue settings have been put in place, they receive work as an issue and have to manually convert it.How would you like the feature to work - Queue topic request type should an additional way to define and deliver the correct request format to a user without having to convert it. Multi-functional queues where users can work in standard or agile from the same queue, and settings can be applied to ensure they get the work in desired format. Current Behaviour - Users have to manually convert the issue to a task.
I would like to suggest the addition of a new functionality to record issues on the Portfolio/Program page.Currently, there are workarounds for recording Portfolio level risks/issues, but there is no direct way to register them on the same page. This could be a valuable addition for portfolio managers who want to register risks and issues that are not specific to a particular project, but rather a higher-level concern.This feature would enhance the program and portfolio management capabilities and visibility of such higher-level risks/issues.
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