Settings and activity
3 results found
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1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
If you want to display the same files on multiple L2s, you can post the file on L1. Does this approach support your use case? If not, please elaborate.
An error occurred while saving the comment An error occurred while saving the comment 
Pippa McNeil
commented
The support team suggested I add this to the Idea Lab because we do not want to have the file on L1. However, our customer success representative has since shown us how to use list syntax to display a file from one L2 activity to a different L2 activity so we have what we need. Thank you.
Pippa McNeil
shared this idea
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4 votes
An error occurred while saving the comment Pippa McNeil
commented
We have a lot of people who click the Submit button instead of navigating to the next tab in the application.
The Next and Back buttons are hard to notice. It would be helpful if they were more visible. Ideally, the style should be a secondary button for Back and a primary button for Next.
Naming the Next button "Continue" might also help people stop choosing Submit prematurely, thinking that is how they move forward.
Pippa McNeil
supported this idea
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5 votesPippa McNeil
supported this idea
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Our customer service rep showed us that we can use list syntax to display an L2 file on a different L2 activity. This will be better for us because we do not need the agreement on L1, and we do not want the finance team access L1, only the financial pieces on the L2 activities that are their responsibility.