Ability to have a naming convention for activity and program titles

Tamara Hurioglu 1 year ago in Productivity Management updated by Eric Teitsma 1 year ago 1

Teradata is using a naming convention for their Activity and Program titles which is currently based on 4 extended attributes.

Their Activity title is the concatenation of: 

Campaign Year + Campaign Quarter + Owner Region + Campaign Common Name

In SaaS, they use WebHook to update the title after the activity or program is created. Unfortunate, the update occurs AFTER the save and requires users to refresh the page after the save to be able to see the updated title. 

User acceptance is poor because they need to refresh the page after the save.

It would be nice if we could have a way to implement the title naming convention based on other attributes.


The challenge with this is that the rules and expression that customers will want will be very different between each customer so it will not be a simply as combining a few fields.  Some will want to use abbreviations or variables like today's date or current year, etc.

While we understand the use case, given its complexity I do not see us prioritizing this in the near term so we are going to shelve this idea right now.