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William--
William--New Participant

Enable "Admin View Access" in Access LevelsNew

DescriptionAllow us to create Access Levels that have the same benefit of an Administrator by granting them View access to all records across the instance, but allows us to limit their ability to modify, create, or delete records. Why is this feature important to youWe have a number of accounts that are designated as service accounts. To protect our data from being inadvertently modified or deleted, we have to create a custom view-only Access Level that allows the service account to read records but not modify, create, or delete records. This means we have to spend a lot of time ensuring these service accounts are shared on all the relevant records in our instance. It would save a lot of time and energy if we could create Access Levels that allow an account unlimited read access, but limited write/delete access. How would you like the feature to workEnable an option on the Access Level editor to grant "Admin View Access" which would allows accounts using that Access Level to view/read any record in the instance while still allowing us to customize which objects the Access Level can create, modify, or delete. Current BehaviourWe cannot assign the Administrator Access Level to our service accounts without accepting the risk that those accounts may overwrite or delete data. We therefore create view-only Access Levels to assign, then spend a lot of time and energy making sure the service accounts are shared on everything. The ability for us to create a "view-only with admin rights" account would be safer and easier for us to manage.

BrendaVa1New Participant

Be able to manage notifications at the Project level (through Groups)New

Description -  Would like to be able to turn on and off different notification types for specific projects.  It would be great if we could manage it through Groups and have the notification settings apply to a project to which that group is assigned.  Group notification settings only work for the people in the Group, but we want them to apply to anyone who submits a request to a project queue.  Why is this feature important to you - People working the requests and tickets in the queue want to be able to make Update comments on submitted requests without the submitter getting notified. How would you like the feature to work - Similar to custom statuses set at the Group level, it would be great if we could have the notification settings for a Group apply to any project that is assigned to that Group regardless of whether or not the user is in the group.Current Behaviour - The only way to turn off or on notifications for this project would be for me to do it at the global level.  Most of the people submitting requests are from all over the business and are autoprovisioned  a requester license when they submit one.  Every time someone on the support team makes an update note in the comment, the original requester gets notified because that is what we have set at the global level.  The Group level settings are only applying to the people on the support team who are in that Group.

AlyciaMNew Participant

Create a My Reports WidgetNew

A new home workspace widget that displays specific reports or dashboards based upon setup by a system administrator, would allow users that primarily work from reports or view dashboards to more effectively use the home workspace.  There are several executives, financial analysts, and auditors that login to our Workfront environment primarily to run and view reports/dashboards.  It would be more user-friendly and easier to train these types of users if all of the reports or dashboards that they need could be viewed and run from a "My Reports" widget. Ideally system administrators could use specific folders or tags to indicate which reports should appear within the "My Reports" widget by role.  That way if an executive logged into Workfront they could see a targeted list of reports or dashboards.  This would also provide a larger list of reports, as there are only so many pins that can be added to the top menu. Today as a system administrator, I either have to customize a layout with specific pins based upon role and then use the "Log In As" feature to add other pins manually per user to direct them to specific reports.  Or you have to be strategic about which reports or dashboards are shared and teach the users to navigate to Reports or Dashboards.  A customized report widget would keep several of these users happily on their home workspace and allow system administrators to swap out, remove, or add reports as needed with no additional training required.

brittanylang
brittanylangNew Participant

Object Summary when clicking in Calendar (or similar Calendar functionality from old My Work view in New Home)New

Description - We would love to see calendar capabilities where you can go into a calendar and click on an item, then a summary would open up where you could take action on that item - like what happens in the old My Work/Home view where you could select Calendar then see all of your objects due each day, then click them to open a summary. Alternatively (or in addition) we would love to see that calendar functionality added into the new My Home experience or whatever work management capabilities are coming in the future.  Why is this feature important to you - We have many creatives and visual learners/workers who cannot work as efficiently through large lists of tasks. We benefit highly from seeing a calendar view with objects due. Being able to click into those items and take action (rather than how calendars currently function where you can just click the object then have to click a link to go to it and leave the calendar) would be super helpful. This functionality has already existed within the old home/my work space, so replicating it to the new My Home or enabling it to happen from developed Calendars would save us a lot of time and room for error.  How would you like the feature to work - See a calendar view of objects due, click on each object, have a summary-like pane pop up where you can take action (start work, change status, reassign, comment, add documents, etc.) like you can on the old/current Home/My Work now (prior to the new one with the widgets).  Current Behaviour - New My Home does not incorporate this functionality currently. Current calendar capabilities do not allow for a summary pane to pop up when clicking, so they are not a one-stop-shop where you can do steps from within the calendar. This causes a lot of back and forth and multiple clicks that take the user between varying experiences.  Thank you! Brittany

MandyGeorge
MandyGeorgeNew Participant

Ability to favourite/pin report suites in panel dropdownsNew

Description - When an organization has a large amount of report suites, it can sometimes be difficult to find the correct one to work in. In order to make it easier to find report suites (especially if you typically rotate through a few different ones), have the ability to either mark them as a favourite or pin them to the top of the list.    Why is this feature important to you - This is important because if you have a large number of analysts that do reporting, making sure that they are able to find the correct report suite for reporting is essential to pulling the correct data. If your organization has multiple report suites with very similar names, it's easy to pick the wrong one, and that can lead to providing the wrong numbers. Being able to have users pin/favourite report suites once can make it easier for future reports to find them again, especially if they're switching through a few different ones.   How would you like the feature to work - When you click the drop down in the top right of a panel in workspace, have the ability to select a report suite and mark it as a favourite or pin it to the top of the list (similar with what you can do with projects on the landing page). Then the next time you open a report suite selector drop down, the pinned/favourited report suites appear at the top of the list.   Current Behaviour -  Currently there is no ability to mark report suites as favourites or to pin them, and to find a report suite you have to use the search function or scroll through the list.