Hello Team, Can we have the ability to add metadata for the Property, rules, datalements, extension so that we can get to know easily who create it, what's the purpose, under which category the rules, datalement resides. It would be great to know this things to avoid redundancy. This feature have in DTM at the moment and with the help of metadata we can search the things easily. Currently in the list of all properties, I'm not able to see who created that property? when it's published last time and the history overall?
BGHR and RPBGHR do not behave like the other tables we can pull from the API. These should be modernized so they also have unique IDs and the ability to pull an accurate count of records. Pulling budgeted hours out of Workfront currently requires working around these limitations, which obviously causes clients issues.
Description -Allow users to easily expand and collapse all containers when using the segment editor.Why is this feature important to you -Complex segments may require the use of multiple containers, including containers within containers. The segment editor allows us to collapse each container, making it easier to see how the segment is set up. It would be helpful to provide an option to collapse all containers or to have all containers collapsed by default when the segment editor is opened, as this keeps us from having to close each container one by one.How would you like the feature to work -Provide a menu that allows the user to expand or collapse all containers. This would be a similar functionality as what is provided in Analysis Workspace when a user right clicks inside a panel. See screenshot with "Collapse all panels" and "Expand all panels" below. While less useful while editing, an alternative would be to have all containers collapsed by default when the segment editor is opened.Current Behaviour -Currently, all containers are expanded when the segment editor is opened for a particular segment. See screenshot below:
I am loving Anomaly Detection and Contribution Analysis. As a feature this is such a helpful thing to have, and I know we'll engage with it often. However, I've noticed there are a few hiccups / usability issues that could improve use of the tool: Sometimes I can't click an anomaly in the timeline and have it show below, and it's not entirely clear whyWhen I open up the Analysis Queue (which is a little hard to see, honestly), the middle anomaly detection report is only partially fluid to that menu, so although the graphs change in scale, the date-range selector gets partially covered. I think that could get simplified to a single calendar icon so it all fits on-screen (1280 width here)When there are no anomalies found, I would really like to see that metric/those metrics trended so I can validate for myself / check if I should be more sensitive witih my training period. I realize that doesn't fit with the current user flow (see anomaly, click, then see metric trended with anomalies.) However, when looking at a metric that gets counted millions of times a month and certainly has inorganic shifts, it's hard to believe when only an error message is returned and no data. Then I need to pop over into a metric report to observe highs and lows, and ruin my flow. In contribution analysis, I really wish I could rename completed reports to something else, as I have to hover and peck to find ones that have already been completed (and, if I change my dimension criteria but look at an anomaly on the same metric and same day, it's impossible to tell them apart.)Sometimes I hover over an anomaly in the timeline and its caption shifts to the left or right (but it always looks like the caption is pointing to the right)I would REALLY love to use calculated metrics in here! This is a great start, but calculated metrics are where you really see shifts in behavior. Overall, though, I am very happy! Please continue to work on tools like this, that bring faster insight out of our data!
I work in finance. Our site activity drops very sharply on weekends as people can't take action since markets are closed. This means that I get anomalies every weekend for certain events and measurements. Being able to exclude weekends would help me find true anomalies.
Provide the ability to change all person A's roles in all automated workflows to person B without having to manually examine every single workflow and manually change them.We have dozens of workflows and to go through each changing person A to person B is very tedious and time consuming.If that can't be achieved, how about a reporting facility to list automated workflows and who is assigned to what. That would at least show what had to be changed.
Have the convert to project with favorites and new view that is rolling out for 21.4 with the ability to save favorites and have the preview of the template.
Under the 'Dashboard Actions' drop down, when selecting 'Print', it only gives you the option to print in portrait. This layout is unusable as the charts are often distorted. Similar to the 'Export' function for specific reports, you should have the option to print in portrait or landscape.
Please add back Primary Contact or Requester into the main Issue view i the new experience. It was so much easier to see the details such as Assignees, Planned Completion Date and Primary contact and reference number in the old experience. Now the primary contact and requester is buried in the issue details tab, and all of the other details, and all other details are very small and assignees are just icons instead of their names clearly visible. It would be amazing if we could have a window on the side like the one in classic interface that showed these details and could be collapsed.
It would be great if there was a quick button option that says "include everyone assigned to this task" or something which would auto-tag everyone on a task instead of manually typing everyone in. We have some tasks with a lot of people, which is a pain but also people miss stuff at times. I would be great if the same option was available at a project level too. Thanks, Tim
Workfront Ascent is being deprecated along with Classic, which is a major issue for customers that want to make Workfront trainings trackable.Learning Paths for NWE on Workfront One are not trackable.Ascent allowed for trackability of training assignments, but is being deprecated.Not enough room in current workaround section, so including details below:Created a project template for Learning Paths on Workfront One that are required for onboarding new users.Implementation Project Manager must manually assign Global Training, License Type Training, Proof Training, and sometimes Resource Management Training.Created new report to track training assignment project status.581 training assignments have been manually assigned to date, causing the Implementation Project Manager to check the report every morning and locate projects that have been completed to manually trigger the next training project in the series (ie. Global is completed, trigger License Type training). This is 5 hours/week that the PM could be spending on other work. Proposed solution: Add NWE trainings to Ascent and do not deprecate. This provides trackability of onboarding new users and removes workaround.System Admin to be overarching Manager of all users in Ascent to monitor training as required (alongside standard process of team manager having visibility).
Criteria for new reminder notifications is limiting. Current criteria only allows Incomplete Projects or All Projects.Project Template should be entered to criteria for project reminder notifications so that email templates (that may be specific to template process) can be applied to new reminder notifications. Current functionality only allows for very generic email templates that are assumed to be applicable to all projects, which is not always the case.
Currently, there are two big issues with how budgeted hours work (besides the lack of reporting).Resource budgeting tools in Workfront do not let you budget for a role when there's not an active user in itIf you budget for a role but the active user in the role changes roles later the system deletes those budgeted hours.Both of these are problems. In #1, most companies have a role that they probably need to budget for in properly planning a project BUT that role is in the process of being hired for. This removes the ability to plan until the hire is made. Not all companies may follow this same path so can we create an option within the resource pools that allows for roles that do not have an active user and that are not currently deactivated roles.In #2, the tool has a major design flaw. When budgeting for a role, there's something happening on the backend that apparently is tying this to a user. If the user who had that role gets deactivated for changes to a completely different job role, the budgeted hours that were entered are removed from the system. It doesn't matter if other users were created later and assigned that same job role. The system is currently removing those budgeted hours regardless. This makes no sense and seems to be a pretty big flaw that needs to be fixed. Example: On Monday, I have 1 user in "Role A" and I set 10 budgeted hours on "Role A" on a project. On Tuesday, I add another user and I also give them "Role A." I then remove the role from the first user (or deactivate the user). Budgeted hours get deleted. It didn't matter that I already have a 2nd user with "Role A."
Description -I'd like to personalize welcome email sent to users when they received access to specific product from the console.Why is this feature important to you -We want them to follow an internal e-learning training we created and so we want to inform them as soon as they receive the access.How would you like the feature to work -Keep the as is format and adding a section in the email template to be able to add text, images and url in it.Current Behaviour - Welcome email is sent with stand info without possible adaptation. We can also send e-mail to all users to notify them but this way is more one shot event without automation.
Hi! It would be helpful to have an option to change the time zone in a heatmap grid for reports within RCE, especially for those that are viewing internationally. Thank you.
When we run a LinkedIn campaign to promote an event using a LinkedIn Lead Gen Form, we would would like the data from the LinkedIn Lead Gen Form to automatically populate a Marketo form thus creating the registration on Go To Webinar. At the moment we are re keying this information which is not ideal.
Enable RCE (Revenue Explorer) to run in your instance's local timezone instead of the default value of CST (Central Standard Time). This has been particularly prevalent when putting together email activity heat map grids. If you are outside of CST timezone or an international Marketo user, your data is skewed by the number of hours outside this timezone you are. The impact of this bug is that you are then required to export data and manually tweak in excel in order to change the timezone to your local time zone. This means that you can't schedule automatic reports via Marketo subscriptions unless you manually customise the data export. When the rest of Marketo localises your timezone, it is frustrating that this one area does not utilise this functionality!
When creating a custom field, the "Instructions" are there to aid a user filling out a custom form. It's additional information for those who don't entirely understand the purpose of the field. When the field is a calculated one, the mouseover of "Instructions" on both the back- and frontends show the "Calculation" content. Why would it (need to) do that? It's not only confusing for the frontend user but it also weakens the sincerity of "Instructions" offered on other fields. BACKENDFRONTEND
The set up of the MSD native sync differs from the SFDC one in a few important ways. One of them is that you first execute your initial sync with the standard objects only and after that sync is done, you can configure the custom entities you want to sync. One really annoying consequence of this sequence is that there is no "initial sync" for the association of your leads/contacts/accounts with these custom entities. Only if there is a change to the custom entity for a person or account is that link set correctly. As this starts you off on an incomplete representation of your CRM database, it would be great if this could be fixed soon.
S-Controls should move out from the managed package for Marketo Sales Insight Per Salesforce article, S-Controls have been a deprecated feature since 2010 and replaced by Visualforce. Although it is still supported by Salesforce Developer Support on apps crated prior Feb 2010 (i.e. Marketo Sales Insight), Marketo should have a plan on addressing this issue. It shouldn't let the deprecated features tagged into the managed package and causes confusion. https://help.salesforce.com/s/articleView?id=000333432&type=1
On document reports, if the document has a proof we need to be able to add a column that shows any reviewers and/or approvers. Ideally for the active proof stage. This will let you build reports to quickly identify who reviewers and approvers are on your active documents/proofs.You can add an approver column to proof approval report, but since you can't filter proof approvals by project/portfolio/task that doesn't help.
For multi-stage proof approvals we are seeing an issue in the work list where the assignee's proof approvals are not showing on the correct date for the stage that they were assigned. This issue is causing staff to not respond at the appropriate times for the project proof reviews.
Create option to include custom form details in email notifications. It would make the notifications more useful and reduce number of clicks for users to understand the request. This is particularly useful for request queues.
Description - I need to be able to download and schedule workspace report in excel with formatted data... Currency, Numbers, PercentWhy is this feature important to you - My reports go directly to Owners of the company, the csv downloads with no formatting are ugly and disturbing. The pdf report that I sent to myself should be many pages long and it was only one page, the first pageHow would you like the feature to work - Download excel reports in readable formatsCurrent Behaviour - downloads as csv with lousy format - no formatting.
Description -We need a delete function to delete ideas no longer neededWhy is this feature important to you -We need a delete function to delete ideas no longer neededHow would you like the feature to work -We need a delete function to delete ideas no longer neededCurrent Behaviour -We need a delete function to delete ideas no longer needed
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