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Reports: sharing requirements to @mention in comments
I often run reports to gather specific teams' data across multiple schedules into one easy-to-access place. I realized recently that report users cannot @mention people in comments, even if those people are shared to the base sheet being pulled into the report. Instead, the @mention must also be shared to the report. I…
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Document Mappings Saved for Control Center Solution
Control Center is amazing at taking the hassle out of project creation! Document Generation is also great at eliminating extra work to create standardized documents! However, every time you create a new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
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Merged: Adding Document Builder Templates to BP Templates in Control Center
This discussion has been merged.
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Remove confidential info when sending external automation email
Send an attachment through an Alert to an external source by having the document trigger the Alert, but not providing the recipient with any other confidential sheet info currently included in typical Alert emails. See attached example where everything marked in blue should be removed from the external email.
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Contact list referencing the list of users in the system admin screen
"On the fly users" should be able to be turned off. It would be nice in the contact list column type to reference only the list of users in the system admin user screen. By creating users on the fly we don't have a accurate view of all users to add those to automated workflows.
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Merged: Enable the Timeline view to be added to the Web Content widget in a dashboard
This discussion has been merged.
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Circular References and Self-Referential Formulae
I attempted to build a formula that sums the values of certain rows beneath it in the project stack. It worked for a while but ran egregiously slow and eventually broke when new rows were added in key positions. I would like to be able to build recursively to mimic the ingrained % Complete formula.
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Reuse Global Updates in Control Center
You should be able to use a global update more than once in Control Center, essentially setting up a template like you can with, for example, Data Shuttle. Many of my global updates will be the same one or two actions, like updating a column formula in my template, performed multiple times over time. It's cleaner and more…
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Enhanced Field Linking - Editable Both Ways
Add the fucntionality to link fields, however have these fields editable in either sheet. This can be added as a toggle when linking fields, and will allow the editing of fields directly from the summary sheets, rather than needing to navigate to the back end data.
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View all the fields of a record in a dashboard-type view
I have a CRM started and I want to find a way to display information from on record in a sheet in a more readable format—where you don't have to keep scrolling to the right for additional information. Ideally, this would be a page form that I create with fields (from the sheet) place in my preferred arrangement. This would…
