I would like to see...

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  1. Filtering by Dropdown: Include blanks with "Does not have this option selected"

    Filtering based on drop-downs works well for the most part, but I keep coming into issues with this.

    Currently, when filtering "{Dropdown} does have this option selected [dropdown option]", it only pulls through records where the dropdown isn't blank and has a different option than the one mentioned in the filter.

    This forces the user to create a conditional group, where the option isn't selected OR the field is blank.

    This isn't a big deal, until you start working with more complex filters with different conditional groups.

    Really loved how this was done in Classic; with the ability to check…

    6 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Conditional required fields on the form level.

    I really need an option to make a field required in the form IF a certain checkbox or dropdown is selected / checked when creating/editing the form.

    E.G. if a form gets a checkbox in "Cancellation" then the text field "cancellation reason" would become a required field as long as that checkbox has a check at "cancellation".

    This seems fairly easy to build with JavaScript, so I hope for this option as it would open up new possibilities!

    59 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Role Specific Required Fields on a Form

    I think it would be a good enhancement to have Role Specific Required fields on a form. This would assist in work flow across multiple functions and to ensure each role completes their section correctly.

    There may be a work around lie creating a new form for each role in the process and editing them accordingly but this idea would make it dramtically easier.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tighter Form Builder Layout

    I would like to see a "tighter" layout of Forms. Currently, I feel the fields are too large with the font size, in-field padding, and the field-to-field padding.
    If we had the ability to reduce the size of the fields and padding, the presentation wouldn't look so large with alot of wasted screen real estate, plus we could potentially squeeze in 5 or 6 columns wide.
    Thanks!

    67 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to rename dropdown options without having to delete them once.

    Rename dropdown options!

    Another easy to integrate → LOTS of benefit improvements! ^^

    59 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Basic formatting in Paragraph text fields

    The ability to apply basic formatting to paragraph fields would be a huge bonus. Bold/Italic/underline/font size/color would allow these fields to be much more functional for us.

    5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Views should auto-refresh

    Views should auto-refresh when changes are made or at a set interval

    18 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Radio buttons vs Dropdown menu!!

    No matter how you think about it, RADIO BUTTONS are 100 times faster to click on than choosing something in a dropdown menu!

    Another REALLY EASY to implement improvement, and LOTS OF PRODUCTIVITY for everyone!

    I would make it as on option to "show a dropdown menu as radio buttons".

    14 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Re-enable previously hidden dropdown options.

    I deleted some dropdown menu options because I wanted to temporarely hide them. But now I cannot find them back in the dropdown-menu editor. Do I have to go check the DB, because I cannot find a list of all dropdown options I've ever used...

    1 vote
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    under review  ·  4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Increase the size of handles on scroll bars

    Both Horizontal and Vertical scroll bars are hard to use. Navigation would be easier if these were widened.

    6 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Conditional Group(s) to Filters

    Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Custom Branding: Different Options for Interface Color Themes

    If you would like to see more color theme options in the "Select a Color Theme" drop-down, please reply to this idea with your recommendations and we'll see what we can do to get them added! So we can hone it, please try include a screenshot, website address, and/or RGB or Hex values for the colors you want.

    Thank you!

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. Expand the Quick Search Box to Include Record ID / Link To Parent Fields

    I would like to see the ability for the Quick Search Box to also search the Link To Parent values.

    During my testing, I've found that the LTP Record ID values are not found when searching. This means I need to include a "duplicate" field in my View to display the same value already displayed in the left column link fields.

    Having this search capability means we do not have to have oversized Views with duplicate columns.

    0 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Highlight fields to show focus

    Highlight all field types to show focus.

    Currently some fields highlight well (ex. Single Line) while others do not (ex. drop-down).

    For ease of use, many users will tab through their entry fields, this process is difficult if you do not know which field you are focused on.

    4 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Formatting of Views Transfer to Mobile Devices

    It would be extremely helpful for the formatting applied to views to transfer to mobile devices. You can have a view with only two columns and you phone in landscape, but the tow columns are minimized and don,t show all information even though the view when in browser shows the columns to be wide and showing all information. There is no way to change this on mobile or to drag an open a column up to show more of the cut off information.

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. 5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day...

    Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day.

    Even better please add a color option, because I prefer a dark text with clear contrast. Maybe others like lime green..

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change formatting on History Window

    for changes to paragraph fields the history only shows the top 2 lines of text. The browser has to zoom way out to read all of the text and then the text becomes almost unreadable.

    Change formatting to allow admins to see all of the lines in paragraph fields

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Timeline improvements

    Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

    There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

    3 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. share records

    When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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