Sheila Steger
My feedback
26 results found
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4 votes
Just wanted to let you know we are continue to review feedback posted here and will continue to keep you updated.
sammie
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76 votesSheila Steger
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29 votesSheila Steger
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56 votesSheila Steger
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79 votesSheila Steger
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12 votesSheila Steger
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5 votesSheila Steger
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9 votesSheila Steger
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15 votesSheila Steger
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6 votesSheila Steger
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7 votesSheila Steger
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94 votes
Hi All,
Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.
However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.
-The foundant team
An error occurred while saving the comment Sheila Steger
commented
Hi Dierdre,
Yes, in the report builder under Choose Data Fields, click on the evaluation form and bring in any field from that form that you would like in the report. Not sure if this answers your question.....
Sheila
An error occurred while saving the comment Sheila Steger
commented
We do this through the report builder. The field to check to get the Evaluator or Reviewer is in the Request Tab, then under Forms, click Submission Assignee. I know this isn't the most intuitive way to find the Evaluator, but I remember seeing this change in a Release Note a while back.
Hope this helps.
Sheila Steger
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21 votes
An error occurred while saving the comment Sheila Steger
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Any update to this request for custom columns on Request History page? My board is really wanting this feature.
Sheila Steger
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22 votes
An error occurred while saving the comment Sheila Steger
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Yes, Sammie, that view would be helpful.
Sheila Steger
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88 votesSheila Steger
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An error occurred while saving the comment Sheila Steger
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Would love it if this could be added! Voted for it in March, 2019 but will vote for it again today :)
An error occurred while saving the comment Sheila Steger
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I would love to see if there is a way we could "flag" or color code an organization that we might need to look further into before we send them an application.
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12 votesSheila Steger
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84 votesSheila Steger
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33 votesSheila Steger
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32 votesSheila Steger
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We used to get a warning that an org we are looking at is a dup org-throughout the process-LOI and app Review. It would be outlined in red. Now, we randomly will not get the warning, or the warning blends into the form, so it's harder to catch. We think this started after the theme release.
Thank you for trying to make our world better here in Foundant!