Portals Administration
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| Feature |
Included |
New Feature |
| Create/Delete Portals |
✓ |
✓ |
| Custom URL |
|
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| Limit Access by IP Address |
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| Non-English Portals |
✓ |
|
| Multi-Language Portals |
|
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| Cookie Notifications |
✓ |
|
| Privacy Policy |
✓ |
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| SAML 2.0 Compliant SSO |
✓ |
✓ |
| Flex-like Portal Editor |
✓ |
✓ |
| Customizable widget for viewing Reports |
✓ |
✓ |
| Customizable widget for viewing MRFs |
✓ |
✓ |
| Customizable widget for viewing Event Calendars |
✓ |
✓ |
| Customizable Login Page |
✓ |
✓ |
| Custom Pages |
✓ |
✓ |
| Public Websites |
✓ |
✓ |
User Management
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|
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| Feature |
Included |
New Feature |
| Configurable Portal Management Permissions |
✓ |
✓ |
| Add Portal Users to Portal |
✓ |
|
| Add Portal User Groups to Portal |
✓ |
|
| Add Account Users to Portal |
✓ |
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| Add Account User Groups to Portal |
✓ |
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| Create Portal Users |
✓ |
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| Create Portal User Groups |
✓ |
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| Add Portal Users to Portal User Groups |
✓ |
|
| Add Account Users to Portal User Groups |
✓ |
|
| Portal User Custom Fields |
✓ |
✓ |
Content Management
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|
| Feature |
Included |
New Feature |
| Allow/Prevent Specific Users from Publishing to Portal |
✓ |
✓ |
| Allow/Prevent Specific Users from Removing Content from Portal |
✓ |
✓ |
| Search Content |
✓ |
✓ |
| Categorize Content |
|
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| Publish Legacy Reports to Portal |
|
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| Publish New Reports to Portal |
✓ |
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| Publish Dashboards to Portal |
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| Publish RFPs to Portal |
|
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| Publish MRFs to Portal |
✓ |
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| Publish Event Calendars to Portal |
✓ |
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| Expiring/Auto-removed content |
|
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Emails
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|
| Feature |
Included |
New Feature |
| Flex-like Email Editor |
✓ |
✓ |
| Customizable Portal Invite Email |
✓ |
|
| Customizable New Content Email |
✓ |
|
| Customizable Reset Password Email |
✓ |
✓ |
| Custom Emails |
|
|
Portal Guest Side
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|
| Feature |
Included |
New Feature |
| Page Navigation |
✓ |
✓ |
| Mobile Responsive |
✓ |
✓ |
| Search Reports on Portal |
✓ |
✓ |
| View Reports on Portal |
✓ |
|
| Submit new Meeting Request |
✓ |
|
| View past Meeting Requests |
✓ |
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| Edit/Copy past Meeting Requests |
✓ |
|
| Search/Filter past Meeting Requests |
✓ |
✓ |
| View Event Calendars on page |
✓ |
✓ |
| User Profile |
|
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| User Provisioning / Allow username requests |
|
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| Favorited Content |
|
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| Categorized Content |
|
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MRF Configuration
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|
| Feature |
Included |
New Feature |
| Create/Delete Request Form |
✓ |
|
| Custom Domains |
|
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| Configure Statuses |
✓ |
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| Update associated event |
✓ |
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| Update associated RFP |
✓ |
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| Email Alerts |
✓ |
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| Data tags (existing) |
✓ |
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| Data tags (more configurability) |
|
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| Status-based status visibility |
✓ |
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| Role-based status visibility |
✓ |
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| Auto-event creation |
✓ |
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| Document security settings |
✓ |
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| Role-based event access |
✓ |
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| Reports |
✓ |
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| Audit changes to MRF |
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| Import Meeting Request Data |
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| Request API |
✓ |
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| non-English Forms |
✓ |
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| Multi-Language Forms |
|
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| Custom Footer |
✓ |
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| Custom Privacy Policy |
✓ |
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| Cookie Notification |
✓ |
|
MRF Form Builder
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| Feature |
Included |
New Feature |
| Event Standard Fields |
✓ |
|
| Event Custom Fields |
✓ |
|
| Requester Standard Fields |
✓ |
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| Requester Custom Fields |
✓ |
|
| RFP Fields |
✓ |
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| Questions |
✓ |
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| Document Attachment Field |
✓ |
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| Consent Questions |
✓ |
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| Resource Management Field |
✓ |
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| Staff Field |
|
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| Meeting Room Requirements Field |
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| Sleeping Room Requirements Field |
|
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| Styling Objects (text, image, separators) |
✓ |
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| Required Fields/Questions |
✓ |
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| Hidden Fields/Questions |
✓ |
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| Sections |
✓ |
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| Section Logic - Status Logic |
✓ |
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| Section Logic - Event Role Logic |
✓ |
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| Section Logic - Visibility Logic |
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| Pages |
✓ |
✓ |
| Page Logic - Status Logic |
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| Page Logic - Event Role Logic |
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| Page Logic - Visibility Logic |
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| Sub-questions |
✓ |
|
| 5 levels of sub-questions |
✓ |
✓ |
| Link Logic |
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| Visibility Logic |
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| In-line Field Validations |
✓ |
|
| Dynamic Group |
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| Simple/Quick Budget |
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| Formulas |
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| Field Placeholder Text / Default answer |
|
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| Custom Form Branding |
✓ |
✓ |
| Custom Fonts |
|
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| Version History |
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Creating/Editing Requests
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| Feature |
Included |
New Feature |
| Plannerside Request Views |
✓ |
|
| Submit new MRF via plannerside |
✓ |
|
| Submit new MRF via weblink |
|
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| Allow submissions without login |
✓ |
|
| Require Login to submit Request |
✓ |
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| Require Login from specific IP Address |
|
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| Submit new MRF via legacy Request Site |
|
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| Submit new MRF via new Portals |
✓ |
✓ |
| Custom Visibility on Portal |
✓ |
✓ |
| Decision Tree |
|
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| Edit Request |
✓ |
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| Copy Request |
✓ |
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| Save Request as draft |
✓ |
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| View Requests from Legacy MRF on new Portal |
✓ |
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| View/Edit/Copy Requests from new MRFs on new Portals |
✓ |
|
| Search + Filter previous requests |
✓ |
✓ |
| Available columns on Requests grid |
✓ |
✓ |
| Approvals in Portal |
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