Showing ideas with label Templates.
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Status:
Selected for Development
Submitted on
10-02-2023
01:12 PM
Submitted by
auser
on
10-02-2023
01:12 PM
Currently Collaborator supports Cloning a review template. A similar feature would be very helpful for Checklists. Often time you want to modify/add/remove some questions from an existing checklist, and you have to copy the checklist manually line by line, making changes where needed. Have a '[clone]' option similar to the one for Review Templates would be helpful.
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Templates
Status:
New Idea
Submitted on
01-19-2022
08:33 AM
Submitted by
johnmcdraper
on
01-19-2022
08:33 AM
Bringing back an old thread - I'd like anyone with Admin privileges to be able to move a review to Completed. We've had several instances where someone has left the company, or is on extended leave, and their roles is required to move a review to completed. On solution is to shuffle roles - while that will allow a review to close, it's "not right". If the author of a document is out sick - yes I can assign the author role to someone else - but now you are fudging the review records in order to get the closure. Later when an auditor comes in we have to give a song and dance as to why the roles in the review don't represent the actual roles the staff members have. We shouldn't need to alter the records to move things forward. The review is more than a record of defects - it's a record of who did what, and we shouldn't need to compromise that to get around a technical glitch.
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GUI Client
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Reviews
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Roles
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Templates
In a Large enterprise there will be multiple admins. To track who has done what, Admin should be able to get the log of all users activities. Like, Disabling and Enabling review templates, Disabling and enabling users or adding users etc. In simple terms a log should be generated for every activity happens in Collaborator through all the ways. ex: GUI, API, Collab client, Thirdpart clients, Commands etc.
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Ability to have custom field dependencies/relationships based on the "Item" selection of a another custom field. i.e. Custom Field "Phase" --> Item selected = "Requirements" Custom Field "Type of Defect" dependent on the Custom Field "Phase" selection of "Requirements" --> Items available to select "Spelling error", "No Requirements defined", "Does not meet requirements" In the above example, the Custom Field "Type of Defect" would display different Items depending on what was chosen from the "Phase" Custom Field. thanks
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Templates
when custom fields are added to checklist, the selection of the custom fields should auto select the checklist item and record the user/date time stamp the same as happens with a checklist item (default) when the left button is activated. custom fields in this area usually would be a yes,no, n/a override of a simple button toggle provided by default. additionally, having 2 custom fields (yes/no and notes) it would be great if you could mandate a note is entered for no, but not required for yes.
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Reviews
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Templates
Status:
Postponed
Submitted on
03-07-2022
01:34 AM
Submitted by
puneetkanchi08
on
03-07-2022
01:34 AM
Hi, Would love to have the capability to order the the fields of the Review in the Review page. For example - I have a Review custom field that needs to come right after the 'Deadline' field. So the capability to move change the order of the fields would be helpful. Thanks, Puneet.
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Client Configuration
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Reviews
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Templates
When attempting to notify users via email, the generated email only has the review id and not full hyperlink. For example, ui#review:id=XXXX would be provided and not a hyperlink in said email, but not https:/reviews.domain//ui#review:id=XXXX I'd like to have a feature that could allow us to add the full link to the generated email
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Notifications
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Templates
Hi,
In the Review Template, I cannot change the components inside after disable and automatic templates are created. Don't you have the option of doing the Disable option as in Checklist Templates? Disable while edit and then enable.
Regards.
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Templates