Description - We would like to have capability to access and manage our OAuth2 configurations via API. Why is this feature important to you - This is important for us due to high automation demands. How would you like the feature to work - Features such is display (search), add, update, delete OAuth2 applications would be at most interest. Current Behavior - These features available from the Sys Admin screen only.
Being able to customize the "My Teams Best Bets" feature of the Sales Insights would be very helpful for Regional Sales Directors or for marketers who want to view activity in a specific area. Adding an option to choose from a list of states or from a dropdown list of the salesforce user that the sales insights belong to would allow sales and marketing teams to manage their teams and activities better.
Add the ability to format the email message dialog box to include the same features available in updates; ie bold, lists, embedded links, etc. This would allow important aspects of the message to be highlighted and provide far more succinct messaging.
When entering expenses and filling out the expense form, customers have a long list of Vendors that a person can choose from. However, not all vendors are valid selections for all of their subsidiaries, which is a field earlier on the form. The solution today is to build out multiple shortened vendor fields; one for each subsidiary. An example is attached in the screenshot. There are two problems with this solution:This solution doesn’t work well for inline entry of objects, which this customer uses. To allow for inline entry/editing it’s just not scalable to have all the different vendor fields in the view and to trust the user to fill out the right one.Reporting: when you want to report on vendor, you now have multiple vendor fields that could actually contain a value. All but one of them will be blank on any one expense. The only way I’ve found to get around this is to build a calculated field to essentially “funnel” the all of the different vendor fields back down to this one calculated field and then report on it.The actual idea:It’s kind of an evolution of display logic. The customer would like to be able to filter selection fields (dropdowns, checkboxes, radio buttons) based on choices made in previous fields. I don’t know if this would be built on the framework of the Typeahead filtering, or if it would be its own thing. But I think it would be a nice addition
Description - Analysis Workspace should allow extraction of over 50k rows which can be shared/scheduled by email to recipients. Why is this feature important to you - This feature was available in Report and Analytics but has been discontinued. This was extensively used by users and cannot be replaced by Data Warehouse dues to limitations on metrics and segments. How would you like the feature to work - 1) Analysis Workspace provides the ability to extract more than 50,000 rows of data. Users should be able to customise the exact number of rows they can extract. 2) Analysis Workspace should enable sending/scheduling of the extract data by email. Current Behaviour - Currently in Analysis Workspace up to 50,000 rows can be extracted only at an item level instead of project level, And this extraction cannot be shared/scheduled by email.
Description - Append date range to file name for workspace project Why is this feature important to you - It will give the instant idea to report consumers of which date range the report refers to How would you like the feature to work - Append project date range to file name in workspace like we do in reports now Current Behaviour - No option to append date range to file name in workspace
One of our teams uses the Scenario Planner. They build plans/initiatives using the "Import Projects" button (ie. not custom from scratch) and sometimes modifying timelines. Their idea: A setting whereby one can “hold” required resources and total overall hours/FTEs constant in order to shift an initiative timeline to eliminate a resource overallocation. It's tiring to re-enter all required Job Roles manually each time an initiative's timeline changes. Thanks.
Hi - anyone in the Chicago-area interested in meeting up? We are curious to see if there might be interest from a few local companies to meet 2-4x/year - share ideas, solutions, challenges/problem-solving. Maribeth.Foley@chamberlain.com
Once a journey or a Campaign has been launched, it would be of a great help to have the info of the process until is completed. E.g. Message Creation START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Content Calculation START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Personalization START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Sending START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### This feature would be of a great help since we would know when the campaign started, processed and completed. We currently do not know when we program the campaign or journey to go out "as soon as possible" not even when you go to the reports we have any info closed to that.
Please consider unifying the time zone in different parts of Marketo campaigns. Currently in the "Wait until" step in the Flow, the time zone is PDT. While in the same campaign, in the "Run later" schedule option, it's my account's preferred time zone, in my case GMT. It would be nice to see the same time zone in the Flow Wait steps, so there's no need to recalculate the time every time!
Description - when custom object is created and it is shared between item and project, it doesn't updates/syncs in both places. Why is this feature important to you - it is a common field at item and project level so why update twice? How would you like the feature to work - if updated at object type then it shd be updated across all common shared places Current Behaviour - it doesn't sync For EG: I have a custom field "stage" at item and project level. i have checked box as i created this field. But when it is updated at project level, it doesn't show same value at item level and so user has to update twice.
Description - Would like to be able to publish any plan and not just initial Why is this feature important to you - as purpose of multiple plans is to compare which might be the best plan and if I can not publish the best plan then it is no use How would you like the feature to work - publish any plan user may choose Current Behaviour - only initial plan can be published.
Description - VIEW access user can expand column where project names are listed. Why is this feature important to you - Users can't read full name How would you like the feature to work - VIEW users can expand column similar to manage access Current Behaviour -can't expand
Description - if plan is created without import project but down the road project is created pl. provide feature to connect workfront project without adding a new one. Why is this feature important to you - as without this, it needs to be deleted in plan, Import and then add all capacity by team again. How would you like the feature to work - able to connect project name to project in Workfront Current Behaviour - no option. need to delete , import and re-do.
Description - I have noticed that in scenario planner 2 users cannot be in at the same time. For example…say If one user just has it open and other user get in and makes changes then depending on who hits “Save Plan” first is the lucky one. Have you experienced this? – do you have any suggestions on how to handle multiple users case?We have right now 8 managers who needs to provide their team’s hours for each project, and I am not able to let them go in at once. I have to be a gate keeper and change only one manager to manage access at a time. Why is this feature important to you - multiple managers trying to provide their team's capacity to same plan is not possible. How would you like the feature to work - auto save every 30 seconds and multiple users can work at same time. Current Behaviour - Saves your work, if you are lucky! need someone to be gate keeper to give manage access one at a time or managers needs to type their changes for one person to do data entry for all.
Description - Ability to build custom reports on scenario planner Why is this feature important to you - without export feature, this is very important. plus it can be a great value add for various analysis, sharing with users without scenario planner access. How would you like the feature to work - like other report type ( Item, Task, Project etc). on all fields available. Current Behaviour - no option
Description - Export Scenario planner plan Why is this feature important to you - people without scenario planner access can see and provide feedback, can also be used as backup saved in excel than to create multiple scenario copy, also, only one scenario can be published in plan and that is initial so it is important to not clutter up. Can give view at glance on which is the high effort for certain team. etc How would you like the feature to work - Export to excel, export to PDF showing project name, duration (Start-end date) and all teams capacity in that duration. Current Behaviour - no export available.
Description - We have ran into an issue where tasks do not show in work list if the status was changed from complete back to not started (which can happen if tasks are accidently or prematurely close out). Why is this feature important to you - It would allow our users to view their tasks in the Work List, even if a mistake was made and the task was closed out early or accidentally. How would you like the feature to work - Show tasks in the Work List even if they are changed back to a status of "Not Started." Current Behaviour - Tasks do not display in the Work List when they are changed back to "Not Started" from "Complete."
We would love to see Section Break have an end, not just a start. We need to engineer forms so that all sections are pushed to the end because we cannot "escape" from a section to add general fields. I would love for each section break to come with an end marker. Any field placed below the end marker is outside the section, and would behave just like fields above the section. (To avoid the complication of nested sections, you might want to prohibit the addition of a section object within another section.) Currently, there is no concept of "below" or "after" a section. Each section break continues until the end of the form, or until another section break starts.
Add Proof to all Sandbox Environments (Preview and separate test environments). It would be extremely helpful to have the ability to test Proof workflows and functionality with users in a test environment.
Description - It would be ideal if we could copy JSON out of the AEP debugger like we can using AEP Assurance. This is what I'd like to see ... Current Behaviour - Currently we have to select all of the text manually.
Description - Today in Workfront, templates are used at the project level, but it would be great to see this ability at the task level or give users the ability to choose between several options Why is this feature important to you - In my instance we use several templates within one project, but the way templates are today it becomes an issue for reporting and editing. We've run into several issues that cause us to change an entire process due to the templates being more associated with projects than tasks. How would you like the feature to work - Admins should be able to choose how to use templates Current Behaviour - Templates are project templates
Description - Today the Metrics icon on projects are available, but it would be great if this was editable by admins Why is this feature important to you - Important metrics are different for different, teams, groups, roles etc - it would be great to edit options here. Seeing total hours on the project metrics would be amazing How would you like the feature to work - When viewing metrics on a project total hours would be included and admins would be able to edit what users see based on their team, group or role Current Behaviour -
Straightforward request: today, when Marketo Engage exposes email activities via API, it tries to run some pre-calculated values on things such as Device. However, it's unrealistic to expect Marketo Engage to have calculated values for every single user agent, especially as more devices, operating systems, and bot patterns continuously come to market. Rather than take that work in-house, would it be possible to just expose the recorded user agent value to relevant activities? This is already being recorded and shown in the UI, and this change would give integration developers a chance to write more holistic information with the results.
As we have a huge amount of portfolios, programs, and projects I need to filter on Programs in the Workload Balancer to use the tool. This applies for both assigned and unassigned filters. I still use scheduling but would like to switch to Workload Balancer so I hope this is on your roadmap?
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