Hello, One of our instances has integration with Microsoft dynamics and it provides a specific flow step to create purposeful duplicates for lead and also has an option to create either lead or contact. I have learnt that this is only possible with dynamics integration and we sell more than 50 products and we often run into scenarios where our customers are interested in more than one product and currently we are leveraging tasks to inform other product sales reps. However, I was thinking if we have similar integration with Salesforce where we could decide to create lead for the same person and associate it with more than one product and to the right person depending on the inquiry we receive it would solve assignment/routing and our potential customers as well as internal customers will then have a better experience to follow through the downstream sales process. Would love to see if this is even feasible with Salesforce integration without having to go down the path of custom sync(as we cannot identify a set of attributes to make them as primary key to allow this to happen). Thanks,Vineela.
Hello, I was working on reviewing our audit trial for a specific asset and was thinking if Marketo engage can offer additional functionality in this space to add or delete additional attributes to provide more insights/details and create custom views. Thanks,Vineela.
Add "language" as a native field to users, and allow language to be an option at project/task level. This could then be used as a pre existing filter in Project workload balancer or used in your AI assignment suggestions. the same could also be done for "skills and certifications" For a truly global agency model that uses off shore and near shore creating these fields and pre filters or AI suggestions would allow all markets to manage offshore and near shore employees capacity better. as well as better manage multicultural/multi language global projects.
As a manager, I want to delegate my timesheet approval decisions, in order to ensure continuity over short and long term absences.When a manager is on short or long-term absence, there is currently no way to delegate their approvals to another operational manager using the current features available (i.e. delegate approvals).This requires a System Admin to go in and manually update the direct reports manager field and subsequently update the direct reports approver on their individual timesheets.Similar to how project, task and issue approvals can be delegated; it would be great to enable timesheet approvals as well.
Description - Currently, the ACDL does not support modifying the event object at a global scale, meaning adaptations or patches to the incoming data can be applied and work for every other ACDL-triggered that executes. One can push up an event listener to that specific ACDL event as custom code, that allows modifying the event and passing it into the rule actions by calling "trigger()". This is for instance the way AEM core components and Launch / Tags communicate together (a slightly overengineered approach that requires transformation of the incoming event data to make it actually usable inside of Launch, but is just my opionion). However, this works only on that single rule / event. Any additional rule that listens to the same ACDL event will not see these applied modifications. Why is this feature important to you - How often does it happen that for some reason data may be corrupted and a fix could be a small patch in Launch itself, rather than fixing the data problem at its source (I know, the data should be correct, but this just happens sometimes). Meaning, if a particular attribute in the data is not correct, I would have to fix it in every single rule that is processing this information, alternatively in a separate data element. But without data element this is just impossible to maintain. How would you like the feature to work - add some kind of "preprocessing" callback feature, that allows modifying the incoming ACDL data as soon as it is pushed, that executed before any ACDL event.This could be done directly in the ACDL extension configuration by providing a custom code block that gives access to modify the raw event data Current Behaviour - raw event data cannot be modified effectively.
Description - In Documents, as an option under "Add New", having the ability to link to a document already uploaded to Workfront in another location (ex. Project or Program). Why is this feature important to you - Linking rather than re-uploading would be more efficient and reduce the risk of uploading different versions. How would you like the feature to work - Adding the option to link from Workfront in the "Add New" dropdown menu on the Documents page. Ideally, there would be a way to see under which program or project that file lives. Also, that if you updated that file, links would update to the newest version. Current Behaviour - Uploading fresh pdfs each time or linking to files located elsewhere. We are trying to get firmwide buy-in that Workfront is the place to find our most current files.
In the bottom right of the Hours tab of a project, it shows what I THOUGHT was the total hours of any project/task time logged in the project. Example below. It used to add the hours so you could see total hours easily without having to add up each entry (I understand you can get the totals in reports, but should be possible from the project too). Somewhere along the way this changed to show the number of hour ENTRIES logged in the project. This is no help. WF, please consider changing this to have the total hours OR please change this verbiage to say 'Showing 32 hour entries' to make this clear. Thank you! I confirmed with WF that this is apparently not a bug and they said this has been like this for several months, meaning it didn't always used to be like this. Very misleading.
Ability to proof email files (.eml) in the proofing tool
Why is this feature important to you - For us not to create the custom form that we created in Sandbox again, especially if the custom form is complex, we don't need to recreate it again from the start.How would you like the feature to work - Add to the options in Packages in Environmental Promotion.Current Behavior - No Custom form in Environmental Promotion
We have a variety of user types in Workfront with varying notification needs. And with over 16,000 users, it’s not feasible to manage their preferences manually. Enabling notifications globally in Workfront activates all options for all users by default, resulting in an overload of notifications. Our goal is to provide users with appropriate notification levels initially, with the ability to opt for more if desired. Issues:There is currently no way to activate notification options, but set them to “off” by default.There's no automated way to adjust notifications for users through Fusion.Our organization relies on parent/subgroup relationships for object sharing and reporting using home group wildcards. Unfortunately, email notifications can only be controlled by parent home groups. Utilizing this for email control would force a significant restructuring of our access hierarchy. Proposed Solutions:Enable global notifications to be activated but set to "off" by default.Add APIs for each notification type in the API explorer. This would allow Fusion to manage activation/deactivation and on/off functionality for each API.Allow subgroups to set permissions for a user similar to top-level groups, as long as it is the user's home group.Allow subgroups to default to inherited permissions from a parent group, but provide the option for overriding each set of group permissions.
Request for Feature Enhancement (RFE) Summary: The click on the logo in the upper left corner should always lead to AEM start page. Use-case: If I'm into Assets (via Assets > Files) in order to maintain an asset and want to go quickly go to start page afterwards, I click on the logo link in the upper left corner to do so. Current/Experienced Behavior: If you are in /ui#/aem/assets.html/content/dam (via Assets > Files) and click on the logo you end up one level above and not on start page. Improved/Expected Behavior: If you enter AEM (/ui#/aem/aem/start.html), click Personalization > Audiences and the click on the logo you end up on start page. Same I would expect when I click on start page Assets > Files and click on the logo. This different behavior confuses the editors and I see no reason why it should behave differently. Environment Details (AEM version/service pack, any other specifics if applicable): Customer-name/Organization name: Carl Zeiss AG Screenshot (if applicable): Code package (if applicable):
When inside a proof have the ability to click "Next Proof" to not have to close out and go back to documents to load next proof. Would cut down on time spent reviewing and marking up different files especially when there can be up to 12-16 sizes of an asset to review. Similar functionality is there when you're previewing a file and you can click next to the next file.
Description: When I tag a user in a comment on a card, I expect the user to be notified. However, the tagged user is not notified if it is on an ad hoc/unconnected card.• tagging can be done via @username or in the search box at the bottom of the commenting area Why is this feature important to youThis functionality is important because the current behavior is misleading. The person adding the comment and tagging another user assumes the tagged user will be notified, since that functionality exists in all other areas of Workfront, including on connected cards. How would you like the feature to workCommenting and tagging a user on an ad hoc/unconnected card should behave the same way it works on connected cards, and other areas within Workfront - the tagged user will receive an email notification. Current BehaviorThe comment is displayed on the card, but no one is aware of it unless they just happen to stumble across it.
Description - When you drop top 50 pages by traffic into a freeform table then breakdown by top 10 previous pages for each selected pages. By default, the dimension displays top 5 items. It would be ideal to have an option to specify the number of top items to be returned under each selected pages.Why is this feature important to you - Saves time.How would you like the feature to work - An option to select all pages, then specify the number of items to return as breakdown.Current Behaviour - Only the top 5 items are displayed
It would be very useful to be able to create list views that were universally available so as to create lists that are useful to others - especially for those without a lot of Marketo skills - that automatically contained the relevant columns. This is particularly important with the addition of the Smart List subscription feature. If I create a subscription for one more more smart lists for executives, e.g., they come through with the default view rather than the columns that are pertinent to the topic at hand. The executives don't necessarily know how or want to have to go in and create "views" for themselves.
Description - We use the Workfront for Microsoft Teams plug-in and what we're finding is that when we get an approval request to approve a proof the notification does not include the proof name or the project title that the proof is part of. It simply says the proof owner wants you to approve the proof, with a button to "Go to proof" or to "Comment".When I get a new issue (e.g., packaging request) it includes the title of the new issue/request with the live link to that issue, and when I get a new update on a proof (where someone else has added a comment to a proof that I am on) the notification in Teams includes the name of the document and the project title with live links to both of them.So you have to click on the Approval Request notification to go through to the proof in order to see which proof and which project it is for. Is there a way of including that in the Teams notification? Why is this feature important to you - It would increase time efficiency as it would help my Users to identify which project a proof was for "at a glance" rather than having to click through on the notification to the proof itself to find out which campaign/project the proof relates to. It would enable them to prioritise what they “react” to first based on knowing their own project priorities. How would you like the feature to work - I would like it to work in the same way that a new issue or new update notification works where the project title and the proof name are included in the notification and these are both live links to the project and document. The buttons for "Go to proof" and "Comment" can remain in the notification. Current Behaviour - The approval request appears in the Workfront for Teams app Chat feed, in the same way a new message in a chat from someone else appears. And in the notification is detail about the proof that doesn't mean anything to my users. It also has a "Go to proof" button and a "Comment" button. Both of these are useful, but it would be more efficient to the user to know what the project and proof name were before having to click through to find out.
Description - An admin function to copy a report definition from one environment to another, such as from sandbox to production.Why is this feature important to you - It will make admins life a lot easier to build/edit complicated reports in sandbox first and migrate the changes to production.How would you like the feature to work - It could work as part of the kickstart tools, by exporting the definition of a report and import to another environment.
We needs the ability to test in a sandbox and once testing is successfully completed, move the changes made to production.
Description - Provide the ability to select only tasks with particular milestone IDs attached to them show in the project report, and not all of the tasks that have milestones attached to them. Why is this feature important to you - Showing all of the tasks that have milestone IDs attached to them clutters the report, specially if not all milestones in a particular path are added to all of the tasks in different projects. Also, the report is not scrollable left to right and vice versa, unless scrolling all the way down to the end of the report; so it won't be possible to see all of the milestones status on one page if the number of milestones are more than 5 or 6, other than by scrolling all the way down to the end of report to scroll to left and right, and then scrolling up all the way to see milestones status on a particular project. How would you like the feature to work - I would like there be fields in the filter for Template/Project Milestone Task ID so that I can select only particular milestone tasks to show in a report that the "Show the Milestone view on the Details tab" is selected. Current Behaviour - There seem to be no fields in a project report available to filter tasks with particular milestone IDs to show in the report.
Create a "UTM" token type- Provide form for users to fill in details (similar to calendar token)- If token is added to the program, auto append that UTM to every link in the program- Have default option for tokens that are added but not updated
I believe the term is Wild Card, but being able to search @" ".gov would be beneficial. Whenever I use the "contains" portion for the email address filter in regard to .gov or .mil for our military clientele, it includes people like steve.milford or paul.governor. It would provide a much cleaner data set if this were a possibility.
Can we please fix the search function in Images and Files in Design Studio? It is only possible to search for the exact characters that appear at the beginning of the file or the entire precise filename. This was not an issue before the New Experience was introduced. Due to GDPR laws, we are obligated to delete images of employees used in Marketing campaigns when they are no longer with the company. In all image file names, employees initials are added to make it eaiser to search for the images and delete them, but the current search function in Design Studio does not support search for parts of a file name. This functionality however already exists in Marketo when swapping images in the email editor, but we cannot delete images from there. It would be a relative simple fix since the function already exists in Marketo, just not in Design Studio.
DescriptionIt is difficult to determine how frequently Workspace projects are accessed. Adding a feature to the Workspace homepage that shows the number of unique users who have viewed the project will make it easy for admins to quickly find this information. Why is this feature important to youAllows users, especially admins, to see which Workspace projects are used frequently without having to parse Usage Log data. This may also make it easier for admins to determine if a Workspace project can potentially be removed, as projects that have not been engaged with in, say, 180 days may not be useful anymore. Adobe has made a "Used In" column available in the Filter/Segment and Calculated Metric manager pages, which has made it easy for us to see how a component is used in other components. How would you like the feature to workAdd "Number of Users" as a table option in the Workspace manager. This would show the total number of unique users who have engaged with a Workspace project (viewed, created, modified, shared, etc.) over a set time period (e.g. last 90/180 days). Current BehaviourThe number of users who have accessed a Workspace project is not currently available in the Workspace manager for Adobe Analytics or Customer Journey Analytics. To find which projects are used, admins must parse through Audit Logs (CJA) or Usage Logs (AA). This is time consuming.
Description - Currently, there are a handful of limitations when just using the properties and workspaces method to attain multi-tenancy in Adobe Target with one instance. Why is this feature important to you - We are trying to accommodate several tenants or clients with one instance of Adobe Target for easier governance of all work done by each client. This is also important as confidentiality and privacy are at risk if admins can't control the view of all Target items for each user. How would you like the feature to work - We would like to have a full-fledged multi-tenancy capability in Target that is easy to implement. All features in Adobe Target should have the capability to be filtered out/ limited in view depending on user permissions. This includes all kinds of offers, recommendations resources (criteria library, design library, catalog, recommendations setup), etc. Current Behaviour - Currently, only activities have the capability to be filtered or controlled based on user permissions using properties.
Description -Integrate Target Admin APIs (and potentially all Target APIs) into Microsoft's Power Platform as a Connector: Integrate your service with Microsoft products and services | Microsoft LearnWhy is this feature important to you -Low/No Code solution to assist with automating workflow and reporting of Target- consistent with Target's approach to simplify experimentation access via a low/no code platform. How would you like the feature to work -Target Admin APIs (and potentially all Target APIs) are available as Certified Connectors published by Adobe into PowerPlatform- this is consistent with other Adobe Product integrations available today as connectors: Microsoft Power Platform and Adobe integrations | Microsoft Learn - List of available Adobe Connectors in Power Platform (Updated 2023); Adobe Experience Manager - Connectors | Microsoft Learn - AEM Connector (Not mentioned in above link)Current Behavior -Any automation or even basic reporting needs that have to happen outside of the Adobe Target Web UI require a developer to build a postman connection & run an API. Extensibility of the Target platform is limited to those with developer resources & time- something as simple as sending a notification when an activity has been live for more than 90 days has to be done manually or through extensive development & custom integration.
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