Problem:
hello, in the custom attributes that we can setup on the transmittal, RFI and general correspondence we have created items that need to be tracked and logged within the system. But the only way to review the fields is either by exporting the information from the system or looking through all the details on the transmittals for the one piece of metadata the users need to check.
Requested change:
It would be good that if possible we could show custom metadata fields in the portal or connector to show key pieces of metadata for the transmittals for easy access to this information. In the attached, we are tracking Consent for the custom package type on responses but at the moment the users need to open up every single transmittal and scroll through all the data to find the consent field and what it was set to.
Practical use of functionality?
adoption of the system and better visibility of information needed to complete the process. |
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What is the impact of not doing this?
User frustration and confusion it not seeing all the information in the portal view. |
We are not looking support this within PWDM in the near future due to technology constraints.