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Apsona Grids automatically displays a summary row at the bottom of the grid that sums numeric and currency fields. Currently, users cannot disable...
Problem: In a full-copy sandbox, Apsona gives every user full access regardless of the production license/permission setup — so admins can't...
Apsona document generation currently does not support applying if-else conditions to individual merge fields within a sublist. Customers who need to...
During document/email merge, conditional template selection currently supports only the document template. However, many document/email generation use...
I would like to be able to match one input field to multiple source fields. For example when there is one email field on the input file, I need to be...
Apsona already computes a distinct count. A lookup field's Count metric returns the correct number of unique values, but only when the step's...
Currently, embedded reports displayed through a Visualforce page can be cut off, causing action buttons to be hidden from users. This limitation...
Revoking a DocGen license doesn't stop a Viewer-license user from creating and running merge actions — the merge buttons remain on the Salesforce...
To let a coordinator run an import or match routine, you must grant builder-tier access — which also lets them create/edit mappings and can break...
The Send Email and Snapshot buttons are always exposed on the dashboard header, with no way to keep a dashboard visible while turning these off for...
Once a chart or dashboard is shared, any non-admin can rename, edit, or trash it — including assets they don't own. Enforce creator-level...
Dashboards are org-wide today — every user sees the name and frame of every dashboard, even ones they shouldn't. MSRs already have folder...
Apsona calculated fields are currently processed client-side after report data is retrieved, so their calculated results cannot be used directly in...
User story As an Apsona Builder responsible for document generation, I want one workspace that shows a merge action together with its full dependency...
When configuring Apsona Merge Action buttons within Salesforce Flow, users currently cannot customize the button labels/names or fully control the...
In a Multi-Step Report (MSR), calculated fields can use JavaScript logic that references fields from specific steps. Currently, if a user renames a...
Currently, there is no option to turn off the email notification that gets sent to the running user when a Trigger Merge is run. It would be great to...
The addition of merge features to a Grid
We have a process where a User uses the mass update feature on a Grid multiple times in a row. This is needed in order to make sure data is properly...
Currently, Trigger Merge does not support passing Run Parameters. As a result, users cannot dynamically provide parameter values at runtime to...