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Resolved! List visibility in the Strategic Planning Workspace

Any thoughts on why some users wouldn't be able to see a new list added to the SPW (in this case a list of approvals).  The users can see the data (approvals) if they go directly to the table in the native UI, they just don't see the new list. I don'...

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art_jones by Kilo Sage
  • 1150 Views
  • 2 replies
  • 1 helpfuls

Resolved! Restrict reference selection options based on another field.

I am a novice when it comes to scripting, and using script includes advanced or dynamic filtering, so any guidance is appreciated. The below scenario I am attempting in my personal development instance.I have a service catalog item with a reference f...

RCA by Tera Contributor
  • 2368 Views
  • 5 replies
  • 1 helpfuls

Resolved! Portfolio does not populate onto the Idea form - Record Producer

Hi,I have created a Record Producer with "select box" variable. I have added choices manually. On the "Idea" form we have "Portfolio" field. Its a reference field.  Whatever value I am giving on the Record producer I want it to go on the Idea form.cu...

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Agile Triage Boards - For Enhancements?

Hello all, I had a question about the Agile Triage Board, specifically with regard to Enhancements, and whether they should be triaged, i.e. whether a Triage Board should be created with which to add Enhancements to the Backlog, or whether users shou...

Filtering feature in the project workspace

Hi, allI have a question about the filtering feature in the project workspace.I know you can select more than one candidate if it is a choice, but is there any way to search for “A or B” in a reference or string field? 

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RyoyaFukuda by Tera Contributor
  • 849 Views
  • 1 replies
  • 0 helpfuls

Resolved! Customize the Project Status Report or Alternative

Hello Community. I have been asked if it were possible to create our own customize version of the "Status Report" that is found within a project record, that pulls individual project information into form, from the project details, project tasks, and...

RCA by Tera Contributor
  • 6591 Views
  • 5 replies
  • 5 helpfuls

Record Producer dot walking does not work.

Hi, I have created Program variable and added choices to it.I have added Program field dot walking from Demand form onto the Idea form. Whatever value I choose on the variable should go to the idea form field. current.idea.demand.primary_program = pr...

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Unable to activate lens

Hello Everyone, My task is to hide confidential demands and projects from users other than present in allowed list on demand, project record. I have following custom fields on demand and project table,1. Is confidential2. Allowed users To achieve thi...

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Community Alums by Community Alums  
  • 914 Views
  • 1 replies
  • 1 helpfuls

Project workspace draft emails

Hello everyone!does somebody know how to send emails from draft emails related list in project workspace?In the details, compose section, I can save an email as draft, however when I go to draft emails list and open an email, there is no option to se...

Resolved! How a score is calculated in idea management ?

Hi,I have a requirement where we need to add score field in idea form, by default score field is set to read-only and set default value as '0'.how is score calculated in idea, please refer to screen shot  @MarcoN376343603 quick help on this would rea...

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prash4 by Tera Expert
  • 1332 Views
  • 4 replies
  • 1 helpfuls