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Add a Preview screen for a document in the Policy View Helper screen
In the Policy Management module, for the Policy View Helper, the UPS Capital business would like to know if they can have a Preview screen for a document as well as being able to download the document. They feel it would be efficient for them beca...
Ability to configure which fields are available for quick search in FLV/Grid View Search box
Currently, in a main menu FLV/Grid view Search box, you can enter a letter from the name of an enumerated field, for example, S for Status and a list of matching enumerated fields (that are in the view currently) is displayed where you can select ...
Users would like to have the capability to search on multiple object names at once in Grid View. For example to enter 3 Loss Event Names (e.g. space-separated) and get those 3 Loss Events as a result in Grid View.
View rule: allow one field with any value to include all fields not just enum fields
When you are setting up rules in a view and you choose one field with any value it excludes all fields that are not enum fields. For example I wanted to make a field read only when my completed date field was populated, but the completed date does...
Improve search function Name - with double spacing
Names with two or more words and double space between them will in not be visible on the screen, one would have to export to Excel to see the extra space. In our case we have a lot of Names similar to each other, and searching for only first or la...
Bar Chart in dashboard will sort data based on the number of records for each category, w hich sometimes dosent seems ideal. For example we have a dropdown Q1-Q4 now if Q4 is having 11 records and all other are having 5 so system will display Bar ...
Remove Workflow Validation Dropdown when there are no validations for an Action
When you include Guidance text on a stage of a workflow it automatically includes a dropdown for validating the actions that can take place on the workflow. In a lot of cases the actions do not have validations so these dropdown menu items serve n...
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