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Use case: I want to be able to target non mobile visitors that are on a larger then average screen-size. Feature: Please give me the option to set up an audience for a desktop visitor based on screen-size similar to the way I can currently do it for a mobile visitor. See scree-shot below:
Description - When making custom fields and forms, the "currency" option formats the number with commas, e.g. $10,000.00. Numbers should format the same way. Currently, there is no way to make Workfront put commas in custom fields formatted as "numbers", which leads to confusion with large numbers. Is is 1000000 or 10000000? These would be easy at a glance if they were 1,000,000 and 10,000,000. Why is this feature important to you - Less confusion. Easier for people to understand the number at a glance. How would you like the feature to work - If I chose to have a custom field formatted as a number, it should put standard commas in, the same way it does for currency. Current Behavior - Currently, the custom form just shows the digits with no separation.
I inherited our Marketo instance and was told to use the "Update" field to determine who filled out the forms on what date. Well, just the other day I discovered that "Update" information has nothing to do with when the contact filled out a form. After speaking to a few different Marketo support team members I learned you can't gather the form fill date/time date. WHAT?! What marketer doesn't want to know when a form was filled out!? On HubSpot, not only do you know when someone filled out a form, you get an alert to your email that a form was completed by a prospect. UMMMM! Marketo, get on that! Wouldn't it be great to know as soon as a form was submitted? I cannot believe this information is NOT available in Marketo. PLEASE can someone make gathering this basic information a Marketo feature?!
In theory, Marketo should not have duplicate records with the same email address, but this is often not the case in actual use. This means when choosing a record to emulate for sending a sample email, there can be multiple results returned when looking for an email address. If there are three example@test.com records, all three will be listed in the Send Sample dialog box—but there's no good way today to quickly understand which of the three options you're choosing correlates to what record. Would it be possible to add an additional identifier, such as Marketo ID, Unique Code or Unique Name that could either be displayed in the UI or used as a secondary search criteria? This ensures when there are material differences (such as one variant having custom objects attached) that testing can occur quicker and with less confusion.
Allow users to enter a "nickname" (shorter name) for projects/pages that the user pins to their top header in the New Experience.We have a long prefix code at the start of all our project names and our names are really long. If the user could put in a short name, then it would be easier to read on the PIN bar at the top.
When you bulk-select queue topics or topic groups, you are not given the ability to edit them, only delete them: https://drop.workfront.com/Z4u6m7qk. This was causing some grief a few months back when we were reconstructing one of our request queues. Specifically, we needed to add a new custom form to several of the queue topics and had to do it one by one.
I would like to be able to bulk-edit request queues in project templates. We have built-in request queues in our project templates, which greatly helps our teams manage work by keeping related work together in the overall project. Whenever there is a change to a request queue or new queue topic to add (including parent topics and routing rules), this means updating each project template manually, which is very time-consuming.
Description - There are some native/out-of-the-box views, filters and groupings that are not editable. So I'm having to create new ones to suit our needs, which is fine, but I also want the ability to revise the standard ones. When I try to revise a standard view, I have to save it as a new one. For example, the 'Condition' project view is pretty flawed in that it includes the latest update from the project owner in any project, not even the project it's showing the condition with. I want to revise this to be able to use this condition color aspect that I wouldn't be able to reproduce on my own in a new view, but I'm not able to revise it. Why is this feature important to you - views/filters/groupings give users a customized view. How would you like the feature to work - give admins more ability to revise them for our instance Current Behaviour - see above description
Description - 'Wrap Labels' on by default on Flow visualization Why is this feature important to you - Every time I use the Flow visualization I have to click on Wrap labels so I can actually see the full page name! It would save time if this was on by default, or if there is a setting to make it on by Default How would you like the feature to work - 'Wrap Labels' on by default on Flow visualization, or a setting to enable it to be On by default Current Behaviour - 'Wrap Labels' is off by default on Flow visualization
Currently users can only delegate tasks from the work list view and time off calendar still only shows approval delegation option. Task delegation should be available in both locations.
Currently when smart logic is added to a custom form where it is utilizing "Display Logic" if a value under a certain field is selected, it showcases other fields. If you change the field value text, it will break the smart logic and you are forced to go update the logic on all the fields that utilize that display logic. This is important as we have custom forms that utilize a large amount of Display logic and sometimes the need to change the verbiage on field value and its hard to identify exactly where all this is impacted. Would be great if each field was uniquely identified when using the smart logic so that if the text changed it wouldn't impact the logic.
Currently an error is received if a Group Admin attempts to send a report with the rights of another user, which is the expected behavior. We have a use case where it would be helpful for Group Admins to send reports to a user under their management with the rights of the receiving user.
Description: Export functionality and new UI display is not currently visible for custom form object type of document. Why is this feature important to you: We have been notified of a new SEC requirement in which we will need to print a copy of the custom form and would like to be able to submit/present a clean document. How would you like the feature to work : The export feature should work just as currently available with all other custom form objects. Current Behaviour : The export feature is not currently available for the document object and thus would leave us with printing a copy of the web page.
Description - A notification or a report that can be sent daily, that alerts Target users if an edit has been made to a page that has a Target activity running, that has resulted in that activity no longer working/ showing correctly and an error message now exists within that activity.Why is this feature important to you - It will allow us to quickly and easily identify Target activities that have issues and resolve them swiftly. How would you like the feature to work - Either a notification or a daily email that is sent to a Target user, letting them know that there is an issue/ error message within a Target activity. The notification would list all of the Target activities and relevant experiences that currently have errosrs.Current Behaviour - Currently the only way to know if there is an issue with a Target activity caused by a page edit is to go into each experience in "edit" mode and check to see if there is an error message in each experience. This is time-consuming and the greater the number of Target activities that we have running, the more difficult and time-consuming this is to do. The result is that sometimes we'll have "broken" Target activities running and not know it.
In the New Experience, when you open up the Project Details, all of the custom forms are closed and only the titles are visible.You have to go through and click each of them to open them all. My company would like to have the option to have all of these open by default so you can see all the options in the custom forms without having to open them all.This was a feature in the Classic experienced since they were in a separate tab.
Pictures need to be saved on the computer, otherwise they can't be added to an update. It would be much quicker if screenshots that are copied into the clipboard could be pasted into an update without being saved on the computer, similar to pictures that are added to a request.
Filter stackingAllow the usage of more than one filter on a report just like you can do in the Workload Balancer.Instead of having 18 filters like:Assignment: Team A, Project Status: Active, Task Status: Active,Assignment: Team A, Project Status: Active, Task Status: Complete,Assignment: Team A, Project Status: Complete Task Status: CompleteAssignment: Team B, Project Status: Active, Task Status: ActiveAssignment: Team B, Project Status: Active, Task Status: CompleteAssignment: Team B, Project Status: Complete Task Status: CompleteAssignment: Team C, Project Status: Active, Task Status: Active,Assignment: Team C, Project Status: Active, Task Status: CompleteAssignment: Team C Project Status: Complete Task Status: CompleteAssignment: Team A and Team B, Project Status: Active, Task Status: Active,Assignment: Team A and Team B, Project Status: Active, Task Status: Complete,Assignment: Team A and Team B, Project Status: Complete Task Status: CompleteAssignment: Team A and Team C, Project Status: Active, Task Status: Active,Assignment: Team A and Team C, Project Status: Active, Task Status: Complete,Assignment: Team A and Team C, Project Status: Complete Task Status: CompleteAssignment: Team B and Team C, Project Status: Active, Task Status: Active,Assignment: Team B and Team C, Project Status: Active, Task Status: Complete,Assignment: Team B and Team C, Project Status: Complete Task Status: CompleteYou can have 7 filters and mix and match:Assignment: Team AAssignment: Team BAssignment: Team CProject Status: CompleteProject Status ActiveTask Status: ActiveTask Status: CompleteIn this simple example I cut 18 filters to 7. When you filter for more than 3 things and with more choices it compunds exponentially.
It would be great to create a date range which is relative to the Date Ranges selected in the Panel. Right now, I can only visualize a fixed date range for a previous reporting period. Example: I create a report with last week as previous comparing period. When I change the Date Ranges in the Panel (e.g. last quarter) it will still compare the whole last quarter with last week.
Description - Make delete document version similar to delete document functionality by moving deleted documents and deleted versions to the Recycle Bin for 30 days Why is this feature important to you - We cannot restore document and document proof versions with comments that were inadvertently deleted How would you like the feature to work - I would like the delete document version feature to work the same as delete document Current Behaviour - Once a document or document proof version is deleted it cannot be restored. There is a only one document deletion setting for documents and document proofs. It is all or nothing. Since our users need to be able to delete documents and document versions they can also delete proofs and proof versions with comments and when a proof version with comments is deleted we lose all tracking of comments.
Description - Update the language in the Delete Version popup window to warn users that the document version will permanently deleted and cannot be restored Why is this feature important to you - Our users need access to delete documents but only full documents can be restored not document versions; however there is no warning to users that a document version or document proof version cannot be restored so we have lost document proof versions with comments that cannot be restored How would you like the feature to work - I would like the Delete Version popup window to include language that the document version will be permanently deleted and cannot be restored to differentiate it from the Delete Document popup window language that lets users know the deleted item can be restored within 30 days Current Behaviour - The Delete Document popup window tells users that deleted items can be restored within 30 days by a system admin. The Delete Version popup window just asks users to confirm whether they want to delete the version with no warning
Description - In Classic, searching or entering a typeahead used to show matches by each keyword. In NWE, search and typeahead is by full string match. This is a difficult to use search method as users have to know the exactly string sequence to reduce the matches. Please return the search/typeahead logic to show all keyword matches rather than exact match. This applies to all input fields such as searchbox, and any input fields. Why is this feature important to you - Users need to be able to search by individual keyword match (e.g. "this that" should show matches for "this and that", but it would not find it today) How would you like the feature to work - Each word entered into the search/input would find all matches that match any keyword, rather than all keywords in exact sequence Current Behaviour - Search/typeahead matches only show matches that are exact matches for the input
Description - Is it possible to add spell check to the Updates section of Workfront, separate from browser functionality? Why is this feature important to you - Submitted for an end user How would you like the feature to work - Similar to browser spell check functionality; highlight an unrecognizable word and provide correct options for the end user to select. Current Behaviour - Depending on the browser used, this functionality may or may not be easily available.
I would like to be able to restrict the date entry by the user based on today's date. I want the valid field range to be >$$today + 30days. As an example. For example - like airlines have black out or grayed out dates that are not active and can not be selected. I want to restrict the user to a 30 day window. So whatever day they enter - they must select a date > 30 days any sooner, it won't allow. In our development process we have a particular phase that is a 4 week phase, however, 1 week or 2 week dates are selected - thus if the functionality existed I would restrict that field to be 4 weeks or greater but not less than 4 weeks.
Description When the description field is in a dashboard and the description text is very long, it's very difficult to scroll to the next item. It would be nice to keep the field but also be able to just see a preview of the text; maybe just show about 200 characters (like a short tweet). Why is this feature important to you I avoid adding too much detail to the description field because it messes up our dashboards by displaying ALL the text. I would like to use this field as it's intended instead of adding it to the Updates section and then having to find it later. My boss ends up using this field like a subcategory field depending on the project. How would you like the feature to work Allow multi-line text fields to only show a preview of the text in dashboards. Would be nice if we can customize this to a set amount of characters but if that's not possible, "tweet length" is good. Current Behaviour If the description field is showing in the dashboard, it displays ALL the text so one line item can take a long time to scroll through.
Description - It would be great if you could turn on preferences to allow for time entries to require a comment. This feature would be best utilized if you can diversify WHAT types of time entry require comments. As an example, certain hour types we create could require comments and others would not. Or project owners could determine if comments on their projects are required or not and have the ability to turn that on at the project-level or even turn it on just for specific tasks. Why is this feature important to you - We have certain scenarios where comments are required with no current way to actually force that requirement. It's a lot of admin/manual work to try to review project time entries to see where comments weren't added and trying to enforce this without some system tools to support it isn't really going to work well. How would you like the feature to work - Allow for a preference that allows requiring comments on time entries within the preferences. Allow for further tools to get very specific about WHAT types of entries require comments. When users log time, they'll need a prompt or something that tells them comments are required in order to submit their time and some sort of indicator to show where time entries do not have comments. We follow a timesheet submission process so the submission would be the best place for us to see that forced requirement but other companies may just save time and want a different experience to require comments when saving. That's probably worth talking to your community about. Allow for the ability to turn this on through hour types so the general hours added to a timesheet or special hour types added to a project could be set to require comments. If possible allow a project owner to turn on this requirement for specific tasks/issues or for a whole project if they use the generic Project/Task/Issue hour types. Current Behaviour - you cannot require comments on any time entries. It's always optional.
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