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Thanks for the confirmation!
1 - You can do this already today. If you go into the activity details panel and right-click on the property, you'll find options to Move Above/Below. No need to add and remove. But we recognize that most users aren't aware that this exists, and so we'lll work on making the feature move visible and discoverable.
2 - We plan to allow admins to customize properties at an account level. We have no timeline yet for when that'll be available, but will update this RFE when that changes.
Thanks!
Thanks for the additional info you provided! We are still a bit unclear on a couple of things.....
1- It sounds like you are asking for the ability for the Editor to reorder property values on the activity details panel after those values have been added to a process.
Can you confirm?
2- Then it sounds like you are also asking for something else quite different (unrelated to #1 above) - the ability to customize the order of properties for the entire account.(Today, the user can customize the order in which properties appear for them on the edit details).
Can you confirm?
Thanks again!
We would like to be able to move the property values up and down within the edit details property box. For example, if I want to change the order of the Experts that are listed, I have to reenter and remove the values. Instead, we would like a feature to be able to move values up and down within the property (in this case Experts) so they appear in the desired order. We would like this as a default behavior on all properties but at a minimum be able to have it as an option on Custom properties.
We want the ability to be able to change the property values so all users can use it rather than having to do it at an account level.
Yes. We would like Customize the order that the properties appear and hide those we don't use at the Account level so the change is made to all users and for all users. We do not want to have to have the users do this on their own. We have over 3500 users and would like to set these customizations for them at the account level.
Thanks for your request, Austin! Could you clarify it a bit for us?
- When you say "Be able to move property values up and down within the property" are you talking about having the property values display in a different order within the Glossary view, or in the property values auto-completion type-ahead feature? Or something else entirely?
- When you say "Edit access levels of property values" are you talking about being able to restrict users permissions to property values differently? Today it is a combination of the Visibility Settings in the Glossary and the individual User permissions that determined what property values a user can access. Or maybe you mean something else entirely?
- When you say " Change of accessibility to account level instead of user level" what are you referring to? Could it be the Customization tool that allows a user to change which properties appear in their Activity Details page, and what order those properties appear in? For example. today the user has control over the display of properties within their environment. Are you saying that you would like for this to be set at the account level by the Account Administrators?
Maybe you could provide screenshots to help clarify your request. Thanks!