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  1. Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.

    6 votes

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  2. Currently, some categories (e.g., "Sub-Organisations") appear in the left-hand side menu even when they are not used. For instance, when adding organisations, the "Sub-Organisations" category is not relevant, yet it cannot be removed. The system should allow administrators to hide or delete categories that are not applicable to improve usability and reduce menu clutter.

    4 votes

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  3. Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.

    1 vote

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  4. Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.

    For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.

    After using the Quick Assignment Type tool, there is no way to close out…

    1 vote

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  5. can you make this Enable Delegation toggle button more prominent that users cannot overlook easily.

    refer to the attached screenshot for your reference.

    1 vote

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  6. We have a multi-upload field with media library enabled. That field can only accept images and videos, not documents. Please allow us the ability to accept more file types, including documents, to fields of this type.

    5 votes

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  7. We'd like to use the status group names in the status indicator on L1 for internal users, but we don't want the group name to show to those users across the system in all list views, etc. - there are other places where they need to see the granularity. The use case for the status group name in the status indicator is to get a quick, high-level understanding of the phase of our process the record is in. In list views, etc. the same users typically need to see the exact status more granularly in other places for different reasons.

    2 votes

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  8. It would be nice to have a single place to manage all translations: User Roles, Types, Status, Standard Fields, Custom fields, Submit Buttons, Tasks, List Views, Portals, Shortcuts...
    1) See, per language, existing translations and which translations are missing
    2) Batch delete of translations
    3) Export, per language, all translations in a single Excel file, reimport the same file with updated translations

    3 votes

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  9. More options for colour coding

    We would like to see expanded options for colour coding in the system. For example, it would be helpful to colour code each project’s overall risk assessment in the list view — using red for high risk, amber for medium, and green for low.

    As an alternative (or complement), a traffic light–style visual indicator could be added to improve quick scanning and enhance usability.

    2 votes

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  10. A new Custom Fields type that uses a binary control to toggle on/off. Same as the toggle used in "Track Changes" or "Mandatory" but for Custom Field Types.

    3 votes

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