IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

2 Vote

Ability to Assign or "Pin" Dashboards that user use since all will be accessible

All users can see all the dashboards even though if they are not assigned to BP in that model they can't view the underlying data. As we put this on larger and larger clients who will have many dashboards it will make it difficult for a user to se...

Created 31 Mar 12:59 by Clay Park

Home Page - Summary

0
2 Vote

Export of items from multiple balancepool/recons

The client would like to export data from multiple Balance pools which they are able to do in the 9.1 Web version. They wants this ability in NextGen.

Created 05 Feb 18:58 by Guest

Consumer - Home Page

2 Additional information requested
2 Vote

Ability to reduce graphical summary tabs in Home Page

Graphical summary in home page is categorized into Stage/Model/Currency/Region/Proof Status/All. All these category is not applicable to all clients. e.g. those client who works only on Confirmation recon they will not need to use all these stages...

Created 04 Feb 04:20 by Anshuman Mishra

Home Page - Summary

0
2 Vote

Home page graphics in alphabetic order

Not sure what the order is currently but it needs to be something sensible e.g. when you select by model the order should be alphabetic order of Model name

Created 30 Jan 07:56 by Jonathan Atkins

Home Page - Summary

0 Planned
2 Vote

Task Automation: Extract values from multiple fields into 1 field

It is not possible to combine/extract value (both string and number) of multiple fields and put it in a specific column using workflow setup in Task Automation. Sometimes we receive some complex requirement which is not possible to do using existi...

Created 13 Jan 06:00 by Anshuman Mishra

Tasks

0
2 Vote

Task Automation: Inclusion of Maker/Checker Functionality

Most of the client wants Maker/Checker functionality for most of the configuration. It will be nice to have this functionality in Task Automation. If one user create or edit task automation workflow then he/she shouldn't be able approve it. Anothe...

Created 13 Jan 03:57 by Anshuman Mishra

Tasks

0
2 Vote

Task Automation: Dropdown name should be Model instead of Context

There is one drop down with name "Context" in Initial screen of Task Automation. This dropdown shows list of model. It is better if this dropdown labeled as "Model" instead of "Context".

Created 13 Jan 03:30 by Anshuman Mishra

Tasks

0 Planned
2 Vote

Task Automation : Unable to Include "AND" and "OR" Together in Condition

It is not possible to setup workflow with condition to include "AND" and "OR" together. e.g. if I want to setup a Task automation workflow for all data with Balance Pool = "ABCD" and ( Amount Greater Than 50000 OR Trade Reference = "High Risk"), I...

Created 13 Jan 03:17 by Anshuman Mishra

Tasks

1
2 Vote

Model Type Icon in KPI Summary of Home Page

It's difficult to know model is Snapshot or Continuous in KPI Summary page of Home and Inventory Page. Only way to identify model type is to edit corresponding model or look at mode icon of corresponding model in recon list. It's better if we can ...

Created 06 Jan 06:57 by Anshuman Mishra

Home Page - Summary

0 Planned
2 Vote

Priority Filter - Homepage

Priority filter exists on the rec Inventory page but not on the home page

Created 10 Dec 08:44 by Guest

Home Page - Summary

1 Planned