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Reporting On Matrix Attributes
Reporting
Once we discovered matrix attributes, we realized the incredible potential for tracking complex data: Allergies, Medical Conditions, Travel Documents, etc.However, we realized that Matrix attributes are not currently available in the Reporting module. It would be great to have the ability to include these natively in reports.The functionality here doesn't seem too different than "Show in Grid" on the Event Registration module, which works really well with matrix attributes.
Drew Young
,
Christ the King Church
·
May 30, 2023
2
votes
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Sidebar Hover vs Click (hold vs toggle)
CMS
Currently, in the desktop version of the Internal Site, the sidebar is a mouse-hover.On the other hand, in the mobile version of the Internal Site, the sidebar can be toggled (by tapping on the icon).I would like the option of having a similar behavior on the desktop version, where clicking on one of the icons persists the menu items.This would allow for our users to quickly navigate the Internal Site's pages without needing to be careful about the mouse-hover.
Tim Seo
,
Valley Real Life
·
May 30, 2023
3
votes
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Security Role of Current Person
Core
I would love to have a security role option for the current person. For example: If I'm securing the HR tab on a person profile, I would like Admins & HR Admins to Edit/Administrate and the current [staff] person to be able to view their own info but not others' info. Thanks!
Megan Lorenzen
,
Orchard Hill Church
·
May 24, 2023
1
vote
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Be able to Refresh Group Requirements at the GROUP level
Group
Our Calcualte Group Requirements job runs every day overnight. There are times when we edit requirements or add a group that it would be great to be able to run the Group Requirements job on just that group. Our job takes 30 -45 minutes to run and I don't want to run the entire job for one group, but to go through each group member to refresh each one takes time. It would be nice with the new Requirements tab in the group to also have a button that would refresh the requirements check on the whole group at once....
Karen Norris
,
Christ Chapel Bible Church
·
May 24, 2023
3
votes
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Follow event on selectable date attribute
CRM
I'm looking for a way to receive follow notifications based on a unique person attribute. I did some digging to build this myself but it's out of my depth. It appears that the baptism follow notification is based on the attribute key. I would love to be able to have that attribute key stripped and enter whatever attribute key and description I would like.
DJ Grick
,
Good Samaritan Services
·
May 23, 2023
0
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Add Group Member Workflows When Group Member Attribute has Changed
Group
The current triggers for Group Member Workflows is limited only to:Member Added to GroupMember Removed from GroupMember Status ChangedMember Role ChangedMember Attended GroupMember Placed ElsewhereWhat if my group has group member attributes and those attributes has been updated and I need to say for example trigger a workflow that someone updated something in the member attribute? Our actual use case on this is on our Staff Group, when HR updates any of the staff attribute for example: "Job Title" or "Position". I would like to auto update the Person Attribute "Position" via workflows to reflect the changes but it cannot...
Jackson Uy
,
Lake Avenue Church
·
May 22, 2023
3
votes
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Allowing following history changes when starting/old value is blank and the new value is non-blank/anything:
CRM
We would like to be able to create a Following Event using the Event Type of Person History that would allow following when a starting/old value is blank and the new value is non-blank/anything. The use case would be allowing for a following notification when a date was added to a person attribute as seen in the photo below.
Austin Spooner
,
Veritas Church | Cedar Rapids
·
May 17, 2023
0
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Registration Mode Add Only Mode
Check-in
We desire to limit the number of people who can edit people in the system to reduce the attack surface related to changing data associated with authentication and password reset functionality (i.e phone numbers and emails). We also desire allow volunteers to operate check in kiosks in registration mode. As an admin I would like the ability to configure kiosk in a registration mode that allows for the entry of new families without the ability to edit contact information for existing records to balance the desires listed above.
Tony Visconti
,
College Church
·
May 17, 2023
1
vote
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View All Non-Complete Ideas in The Rock Community
Other
As a Rock community member I want to view all non-complete ideas submitted by Rock community members so that I can more easily determine where to add my votes. As it sits I this is not possible because the status filter for ideas is a single select vs multi-select control.
Tony Visconti
,
College Church
·
May 17, 2023
11
votes
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View Document Button in Documents Block Results
Core
As a church admin I would like to click a button when using the Documents block to view pdf documents in the browser (instead of downloading them).I simply need to temporarily view the document, not download it.Here is what this might look like in practice:Bonus Idea: As a Rock Admin I want to limit access to confidential documents and define who can download and/or view a person document. This would be distinct from the ability to see if a document exists. We want to give all staff the ability to see if a volunteer application has been submitted and a...
Tony Visconti
,
College Church
·
May 12, 2023
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