Enter your enhancement requests or ideas for any of the components of the Aprimo SAAS platform, or vote for your preferred feature requests below.

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+5
Qualified

Autorun of business rules upon proposal creation

Adarsh Mathur 1 year ago in Planning and Proposals updated by Mark Weissman 1 year ago 1

While creating a Proposal, need business rules to run automatically when a Proposal is Saved. Currently the user has to explicitly click "Run Business rules" which is mandatory creating 2 clicks and redundancy. 

Proposed option is that when a user Saves the proposal it should trigger to "Run business rules" automatically. 

+2
Qualified

Need the ability to edit a proposal from the Proposal Review Screen

Jen Hoban 12 months ago in Planning and Proposals updated by Jill Marshall 4 months ago 2

Our business process requires users to submit their programs and activities via a proposal.

When we are reviewing a proposal and small edits need to be made, instead of rejecting the proposal we will make the edits and then approve the proposal. At this time you cannot edit proposals from the Proposal Review screen as the voting buttons take the place of the “edit” button.

In order to make edits we have to navigate to Activity proposals or Program proposals, make the edits there, and then go back to the Proposal review screen to approve.

We would like the ability to edit a proposal from the proposal review screen.

+1
Committed

Ability to hide base attributes on Activity Proposal Review and Program Proposal Review

Alex Gregorio 5 months ago in Planning and Proposals updated by Eric Teitsma 4 months ago 2

For consistency, we need to be able to hide the base attributes on the Activity Proposal Review and Program Proposal Review in the same fashion as on the Activity, Program, Activity proposal and Program proposal pages.

Currently, Santander is hiding the base attributes of begin date, end date and project anchor date. This is done on the edit and view pages of:

  • Activity
  • Program
  • Activity proposal
  • Program proposal

The following pages need to support the "Field Configurations" for hiding required fields. Currently the pages are still using "APViewSection" and will need to be updated to "APConfigurableViewSection" in order to support the hiding of required fields.

  • ActReviewView (10125)
  • ProgReviewView (10126)
+1
Done

Limit the ability of user to edit the Forecast and Financial tabs of an Activity Proposal when it’s in a state of ‘Pending’ or ‘Submitted’.

Tal Burkhart 1 year ago in Planning and Proposals updated by Mark Weissman 10 months ago 5

The idea is to limit the ability of a user to edit the Forecast and Financial tabs of an Activity Proposal when it’s in a state of ‘Pending’ or ‘Submitted’.

Proposals