Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Status Future consideration
Categories Active Risk ARM - Admin, Configuration, History and Audit trails
Created by Guest
Created on Nov 24, 2020

RELATED IDEAS

Ability to restrict certain risk record types from users

All of our users are able to create different record types (eg. risk, opportunity, process risk, finance risk). We are not able to prohibit which record types the user can or can't create. It would be great if security could be applied to the record type to disable certain roles, groups, users being able to create these records or potentially present different options per folder.

Original Active Risk ID: ARM-I-80

Solution Platform Active Risk
  • Attach files
  • Guest
    Reply
    |     Jul 10, 2024

    There may be a quick win here... Came to me as I was configuring workflow... Currently I can not use any of the item/folder properties in a risk field workflow, if we could include item properties in the workflow then that could be used to control how a risk form is viewed for different folders. For example this req came from United Utilities (prospect): "Tag risk level - Project, Programme, Portfolio, Strategic, Corporate and demonstrate fields changes based on dropdowns"

    If we could use the Attributes field (say) in a risk workflow then you could set that on the folder and it could be used to control the layout of a risk form in that folder.


    If I have a folder for corporate risk for example I would not want to tag each risk individually as a corporate risk, that would be better set at the folder level/item level.

  • +6
1 MERGED

workflow / record types as a property of the folder

Merged
When a customer has many types of risk records for different processes or project sizes it is easy to chose the wrong type of risk. Idea is to be able t use the field workflow based on a folder property or to limit the record types that are availa...
Guest almost 2 years ago in ARM - Notifications and Alerts 0 Future consideration