AdminAnonymous
(Admin, Omatic)
My feedback
19 results found
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1 vote
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0 votesAdminAnonymous
(Admin, Omatic)
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3 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
As always, thank you for your feedback, Erin!
It sounds like you are looking for the ability to compare field values vs. make a blanket "replace" transformation. Where in the application would you expect to configure the comparison? And, where would you like to review the differences and make your decision?
Best,
Chanel
Product Manager -
2 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Michael, thank you for your suggestion! We've added your feedback to review with our teams.
Best,
Chanel Floyd
Product Manager -
12 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Thank you for your feedback, Breanne! I wanted to see if you were familiar with Advanced Match Settings that were introduced in Omatic Cloud last year? We have found greater match results by configuring more than one Record Match Search criteria. Here is a link to provide more information: https://omatic-cloud.helpdocsonline.com/matching. Simply copy and paste the URL if the link isn't working. We'd love feedback if the additional Match information has helped speed your record processing time and match confidence!
Best,
Chanel Floyd
Product Manager -
1 vote
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Thank you for your suggestion, Catherine! We will consider adding the file name to the Activity History description.
Much appreciation,
Chanel Floyd
Product Manager -
5 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Peter, we appreciate your feedback! Good news - we have a form of 'child object matching' currenting in development that will help achieve the match/update or ignore scenario you are describing. Our RENXT connector has this functionality and we will soon be making it available for Salesforce.
Best,
Chanel Floyd
Product Manager -
4 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Thank you for your feedback, Michael!
What kind of information would you expect to see or would be helpful in the Description column when a formula is reprocessed?
Best,
Chanel Floyd
Product Manager -
2 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Amanda, thanks for this feedback! I can see where "Add" would be helpful to send one record at a time from Ready - is that the desired behavior behind the request? Can you tell me how Match Override would best be served in the Ready bucket? The intention of Match Override is for those one-off cases where match scenarios within the formula don't find the intended record in the destination, so would love to learn more about the need within the Ready bucket. One reason we didn't initially add Match Override functionality to the Ready bucket is because it slows down the record review process and the Ready bucket should be "low touch."
Thanks again!
Chanel
Product Manager -
1 vote
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Thank you for your idea, Elizabeth! We'll look into some options to opt-in to automatically receive release updates. Stay tuned!
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3 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Deb,
We appreciate your submission to User Voice!
Are you interested in matching records based on email addresses stored in RENXT? Are you currently using the Match Search options within the formula "wizard" in Omatic Cloud? Besides email addresses, what other types of fields are you using to perform searches?
We'd love to help you find the records you need.
Best,
Chanel
Product Manager - Omatic Cloud -
3 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Catherine, thank you for the submission!
Are you using the CC Campaign Activity to Altru formula type? How are you currently filtering on the campaign activity?
I'd love to learn a little more about how you are approaching this need today.
Thanks!
Chanel
Product Manager - Omatic Cloud -
11 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Diana,
Thank you for your suggestion. I'd like to ask a few questions to get a better understanding of desired behavior. This suggestion has quite a few votes, so anyone is welcome to answer the below questions!
- Today, how do you handle those records in the formula exceptions bucket?
- Do you mostly find records end up in that bucket because of a connection issue?
- What happens if you reprocess that record (from the exceptions bucket)?
- Do you often find that the source record in the formula exceptions bucket is different than the target record in the destination? Or is it the same record that would have otherwise been matched if not a connections issue?We appreciate your feedback!
Chanel
Omatic Product Manager -
3 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Jesse,
The product management group would love to hear more about your request for a Zoom connector and how it would be used with registrations. Which other connector would you like to integrate Zoom with? How is the Zoom information coming through today and how would you like today's process automated?
Let me know if you'd like to schedule some time to discuss.
Best,
Chanel
Omatic Product Manager -
1 vote
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Cody, I'd love to have you walk through your use case below. I'd like to understand if this suggestion could be solved by a transformation that mimicks how the Salesforce instance is configured to name opportunities by default, or if the default naming in Salesforce could be updated (depending on the desired outcome).
Thanks for your suggestion!
Chanel
Product Manager -
8 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Susan and Christina - which destination systems are you working with where you would like Omatic Cloud to add table information? Some APIs are not built to allow for table entries to be added, and some systems have a configuration setting to allow new entries to be added.
Thanks,
Chanel
Product Manager -
14 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Although not customizable, we made an update that will be released early August, where the formulas will at least be alphabetized.
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1 vote
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Megan,
Thank you for your idea! Do you mind telling me which connector(s) you are using? Some of our endpoints have field level validation on save that will inform the user which field is causing the issue. Typically, those errors are triggered from a required field or a corresponding required /dependent field not being mapped.
What type of errors are you experiencing that aren't triggering a validation message? At what point in the formula process are you resolving those errors?
Thanks,
Chanel
Product Manager -
3 votes
An error occurred while saving the comment AdminAnonymous
(Admin, Omatic)
commented
Hi Amanda,
Would you see the need for unique naming across an environment, a tenent, data source, or formula type?
Thanks for the suggestion!
Chanel
Product Manager - Omatic Cloud
Thank you for your feedback, David! We are interested in making GiveCampus Events and Event Registrations available in Omatic Cloud and, prior to starting development, would like to understand how the events data coming from GiveCampus will be tracked in the system of record. Leave us a comment if you'd like to participate in that discovery process!
Best,
Chanel Floyd
Product Manager