When I import an editable pdf, if the name of a field (from the pdf) matches one the columns, could there be an automatic mapping between the two of them.
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This would be so helpful! I feel that having this capability should be relatively low-hanging fruit from a development standpoint and would love to see it added in the near future. It would save me so much tedious time when I have 100+ fields that I am mapping currently for every job our construction company has.
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…
Dashboard widgets are currently mostly static. I can display counts and charts, but I cannot click into a specific part of a widget to drill into the underlying records. It would be a big usability improvement if widgets supported interactive drill-down. For example: Click a bar segment (or stacked segment) to open the…
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
