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Observing his three excellent Ideas today reminded me how much @william-- is a fountain of knowledge an generosity within our community, so I propose he be awarded the first "Level 11" as per this cited historical document, in recognition of his exemplary service. If you've received his help and/or enjoy his comments, I invite you to Like this Idea and leave him a Thank You below. Regards, Doug
Description - We would like to require our users to rename objects like reports, custom forms, templates, etc when they are copying them. Why is this feature important to you - As an admin my job is to go through our system regularly to clean it up. I'm noticing a significant amount of objects with the word copy in them which doesn't really tell the whole story of what the object is. This would lessen an admins duties of not having to clean up this data or send notes to users to clean it up if they were just doing it from the start. How would you like the feature to work - instead of auto-populating the object with the name leave it blank and not allow users to save it without naming it.Current Behaviour - auto-populating the object with the name with "copy" at the end.
DescriptionAllow users to subscribe to Project Templates so they can receive email notifications when an other user makes an update on the template.Not to be confused with this idea, which is great and allows the templatization of subscriptions to new projects. Why is this feature important to youWe want users to be better informed when changes are made to their workflows, and templates are a big part of that. How would you like the feature to workAllow someone to subscribe to the Template object type and send notifications to them as you would if they are subscribed to a Project. Current BehaviourUsers cannot subscribe to Template records and therefore get no notification when updates are entered on one (unless mentioned by name, which tends not to happen.)
It would however be helpful if we can see details for the test variants with subject line/send date time, etc. tests in the smart list filters - this will help us select the apt. test variant w/o having the need to reference the Dashboard panel of the email send program for the variant details. Ex. in the above snap, I think it would be great if we can see the actual test variants' subject lines instead of Subject A, Subject B, and Subject C, if possible. This may not be possible for the whole email test, but I think that's fine, if we can at least view test variant details for other tests.
I would like to see a % change calculation - or summary change calculation - across multiple metrics. Right now, we can do this across a single metric, but I'd like to beable to do this MoM for example. In the screenshot included below, I'd love to include a % change column that runs down the right-hand side to show the change MoM across each device type I've pulled into the table.
Currently there is no option on the system or group level to set the tick for "Keep the planned completion date of the issue" when converting an issue to a task. We have the option to set defaults for "Keep the original issue and tie its resolution to this task" and "Allow Primary Contact to have access to this task", but not for the last option. Even in the documentation this feature is listed as possible: "Keep the planned completion date of the issue If unselected, the Planned Completion Date of the new task is calculated from the Planned Start Date of the task. The Planned Start Date of the new task is set according to the system preferences for new tasks. NOTE The options that display here depend on how the Workfront administrator configured them for everyone in the system. For more information, see Configure system-wide task and issue preferences. Or, if the top-level groups in your organization configured them separately, the options that display here depend on which group is associated with the project you selected in step 6. For more information, see Configure task and issue preferences for a group." A default setting would be very helpful and time saving for setups where a lot of requests/issues are converted.
Hi team, currently the administration of Marketo Calendar licenses is a pain in the neck, because you cannot grant the licenses at user creation, but only after they have activated their accounts. Only then the option to assign a cal license becomes available. Neither is there an API we could use to set up a daily job to auto-assign the cal licenses, nor can you select multiple users at once and assign licenses to all of them in one go. Here’s a how-to: Issue/Revoke a Marketing Calendar License | Adobe Marketo Engage. Suggestions: Allow cal licenses to be applied at user creation already, not having to come back after activation. Add boolean flag in Admin to select if you would like to automatically assign a cal license at user creation. Enable multi-select of users and assign/remove cal licenses in bulk. Add API endpoint or enhance existing endpoint to assign/remove cal licenses. Include cal licenses as part of Roles Pick any of these and it'll make our life so much easier. Thank you! Kind regards, Thorsten
Right now you can only group a Board's cards by tags or assignee. Really hoping part of Boards enhancements is the ability to group cards by a custom form field that is on the objects you're filtering into the Board. My use case would be too many options for tags (only 13 color options for tags), and I want to use tags for something else. Thanks for upvoting!
You are able to supposedly add as many tags as you like with WF Boards, but there are only 13 tag color options. This basically means you only have 13 options to prevent using the same color for multiple tags. Please add more color options so we can add more tag options without causing confusion. Would be great to have custom color color options like you do when using a custom color in report charts.
Selecting a new template within Workflow--add template is difficult when the template name is long. The window needs to be wider to show the longer template names.
Description - Our workfront instance has a report that shows all projects that have not been improved. We wanted the option to approve the project through the report to make it less work on our project manager, instead out going into each project individually Why is this feature important to you - This would have improve our process and make it easier on our project managers. How would you like the feature to work - I would like the ability to approve projects within a report of project that have not been approved would like it to be a quick dropdown for our project managers. Current Behaviour - This is something you can not do at the moment for workfront.
I am currently working on a custom integration and the standard Marketo field for an opportunity's creation date is displayed as "SFDC Created Date" in the UI. This is confusing since we do not have a Salesforce integration. I think the field should simply be "CRM Created Date" or "External Created Date" or even just "Created Date".
Description - Being able to create a report to pull data from the recycle bin, by portfolio, project, know who deleted it and when would be a fantastic Add Why is this feature important to you - For regulatory controls, is important to know what happened to a record and be able to pull a report on a regular basis in order to effectively manage a process. How would you like the feature to work - Have a section under reporting where "Recycle Bin" and be able to select fields from every object, deleted date, deleted by name, last updated date, last updated by, portfolio, project, etc Current Behaviour - non existent, system does not have the ability to report on recycled bin items
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