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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.

Status Future consideration
Created by Guest
Created on Mar 6, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit IDEA-I-2611 Ability to restrict certain risk record types from users.

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 available in a particular folder (as per config data sets)

Solution Platform Active Risk