105 results found
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Ability to Not Map Answer for Parent Question
Leave the answer for parent question 'blank' or 'unmapped'
2 votes -
2 votes
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2 votes
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API for Loopio Library RAG or Embeddings
Create a library endpoint that provide RAG or embeddings to train customer LLMs
2 votes -
Keyword search
Workiva would like the ability to search for keywords in the review from projects bucket. The search should be across all pages/projects
2 votes -
2 votes
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Mandatory Answer fields in Project Answers
Here's a scenario from a customer:
One of the last projects has had two types of responses: one with drop-down (mapped as Answer Set(s) and one narrative (compose answer). The issue that we encountered was that some of my colleagues forgot to choose one option from the answer set.
They want it so that the writer passes the response for review; he doesn’t get the option to forget to add one of the responses.2 votes -
Documents Sorting
When importing multiple documents into projects. Loopio automatically sorts them alphabetically in the sidebar. Providing the option to sort them as imported is imperative as alphabetically sorting does not help and confuses the team due to the type of docyments being worked on
2 votes -
questions per attachment
Some projects require multiple sources/attachments. We would like to be able to see how many questions are in each attachment or document
2 votes -
Clicks to submit in projects
The number of clicks to submit questions is too much. When dealing with RFPs that have 1,000+ questions this adds up
2 votes -
2 votes
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Ability to delete document without deleting the questions
Ability to delete document without deleting the questions
2 votes -
Duplicates Feature (Non-English)
Customer library is in multiple languages. Customer has requested that duplicates feature be available for multiple languages (they currently have French, English, and Japanese responses).
2 votes -
Flag Project Questions as optional or required
A way to flag questions during the import phase as optional. Or, in reverse, flag those questions that are required.
Several of customers' RFPs lately have optional questions. And with short timelines, we need to make sure we are compliant with the required questions and then fill in the optional as time.
2 votes -
2 votes
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Make projects owned by disabled users searchable on the project list page
currently from the project list page we can olny search fpr projects that are owned by an enabled user. There are multiple instances where we we know who the project owner was, we know they have a project we need to find, but we cannot search for that user because their account has been disabled.
2 votes -
2 votes
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2 votes
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2 votes
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Duplicate a project PLAN template in Admin
The team leverages the Project Milestones features to edit and maintain key milestones in the project. However, when editing these, they'd like a quick way to duplicate and apply new milestones and plans if needed
Right now it is a manual process to recreate a plan from scratch
1 vote
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