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K_DonkersNew Participant

Reports and Dashboard Organization by GroupNew

Description (Situation): The list of reports and dashboards are quite long in an instance shared by many groups. It makes it difficult to locate and manage reports & dashboards, especially for a system admin that sees everything. Current Behavior (Background): There currently isn’t a way to categorize reports and dashboards based on the group ownership versus the system level so they are easier to locate. The folders that are available in the reports area do not allow for a system level management to provide consistent structure to all users.   Why is this feature important to you (Assessment): When managing a group it would be beneficial to easily locate the reports and dashboards for their specific use rather than scrolling a long list of reports. Even though some users do not see all reports, there can be system wide used reports or ones shared across groups that make it hard to locate their own. It is especially cumbersome for the system admin since they view all items in the list and cannot easily locate items to assist a particular group and it takes a long time to load the large number of reports when viewing all. There also isn’t a way to indicate system level reports that may be used across groups which can only be managed by the system admin. How would you like this feature to work (Recommendation): We would like the ability to tie a report or dashboard to a group so it shows up in their group area for easier management. It would also be great to provide a left navigation menu that would be clickable in the reports area so you could choose a set of reports by group. This should be customizable by the system admin to provide a consistent navigation for all users. (Note: we know new reporting is coming with different features, but this functionality would also be important for the new setup). In addition, it would be helpful to be able to change ownership of a report to a group so the group admins could more easily manage sets of reports used by multiple users in their area and not worry about that person leaving the organization. 

K_DonkersNew Participant

Custom Form Progressive Disclosure (display logic) Management in Form DesignNew

Description - The progressive disclosure (display logic) in custom forms is challenging when trying to figure out what items are driving each question. The colored square indicators do not visually provide much detail and you need to click on to view the settings. Once in the panel you need to scroll to locate information and if there are many options then it is hard to figure out what is driving what. There are also indicators on both the right and left side (what is driving vs what is being driven) of the question but those are not clear especially to the novice user. There is a learning curve for new form designers to understand all the different symbols and why they are split.  Why is this feature important to you - We design many complex forms and need to be able to navigate the form more easily. Without all the extra clicks it is time consuming and confusing to manage the options.  How would you like the feature to work - Adding some hover clues that display the question could save steps for the user. They could see what question is driving the action without needing to click to open the panel and then scroll.  Also, the icons and their placement should be better identified for the user, so they know what they are looking at in the system.  When building a form, it would be helpful to be able to set the progressive disclosure right from the question so you don't need to go to the side panel.   

K_DonkersNew Participant

Custom Form Management and OwnershipNew

Description and what we would like to see: The system doesn't provide a good way to manage the hundreds of forms in our system. We would like to see additional features added to allow a clearer definition about who owns the form. We currently get around this by sharing the form with a group and then grouping by that field. It isn't always accurate, nor does it allow for system level management to be clearly defined.  Ability to assign a form to a group who owns/manages it so ownership is apparent, and it can be viewed at the group level without needing to access the full list of forms which is daunting in a large instance Some forms are shared across groups, but we don't want group admins to think they can edit them. Instead, we would like the forms assigned to their groups to appear in their group area for management purposes. For system admins, the large number or forms are difficult to dig through to find specific forms. Assigning to a group would help in locating ones for a specific group.  Ability to assign a form used at the system level to the “system” so it can only be managed by dedicated system admins and displays that ownership is at the system level but can be used by group admins that need it (or as defined by the system admin) Add more descriptive fields suggestion which allows for more detail to be added to the who, how, what the form is used for instead of just a description field. (Related idea: Allow assigning custom form ownership to Groups - Adobe Experience League Community - 518377) Why is this feature important to you - We have a large number of forms managed by many people across nearly 60 groups. It is challenging to maintain a good record of who owns the form and know what it is used for in the system.       

mikaela_sNew Participant

Add option to have an "enter/exit segment node" in a Journey.New

Description - I would like the option to have one step in a journey where customers are entering into a segment or exiting from a segment from this step. Why is this feature important to you - This would help with orchestrating the journey so customers could at some point (depending on previous steps) enter into segment as part of the journey and that segment could then be used to trigger another journey or offer. I've used this feature in other tools and I find it very handy to connect journeys to each other at different points in time. They could also enter into a segment which excludes them from all email communication for X time for example, and then exit that segment whenever the journey says so. How would you like the feature to work -  1. I would like to have a node/step in a journey that only adds customer to a segment. The segment in itself is only set to accept customers coming from a journey and doesn't have any further requirements when being built.  2. I would like to have a node/step in a journey that only exits customers from a segment. If needed this could also only apply to segments specifically built to be orchestrated from actions in journeys.   Current Behaviour - We need to create a complex segment based on actions on commincation within a journey and those don't work as well as we would like them either. The counts differ from the reporting of how many clicked in an email to how many enter the segment based on the same requirement. We can't create segments that are "empty" so of course this would have to be an option as well.