You can use the feedback grid to review and analyze all feedback left by the end-users across your entire Space. The feedback grid displays all comments left by users in all process maps, Salesforce Org models, reference / compliance models, and links in the URL Library. 

Users with requirement manager permission can also raise multiple user stories or business requirements as a response to raised feedback.

Article outline

  • Prerequisites

  • Collecting feedback

  • Analyzing feedback

  • Raising change requests from the feedback

  • Viewing feedback and collaborating from requirements and stories

  • You might be also interested in

Prerequisites

Collecting feedback

To analyze all end-user feedback left across your Space, go to the "Changes" menu option and switch to "FEEDBACK" view.

This grid is populated automatically by all comments left by any user in the context of:

  • Process diagrams

  • Salesforce Org Models

  • Reference/ compliance models

  • URL library links

Analyzing feedback 

You can filter the grid by all visible columns. You can also sort by all visible columns (other than the Source column).

Some key points:

  • The Location column contains the names of the maps, orgs, or URL Library where the comment was left.

  • The Source column displays the precise item (diagram, link, metadata etc.) where the comment was left.

At any point, you can also open the right panel for the feedback to see or post any replies to the original comment & resolve (close) feedback.

Raising change requests from the feedback

You can raise a change request from any feedback. Either right-click on the grid row or use the command button to raise the desired change item.

You can check what user stories and/or business requirements have been raised against feedback by opening the right panel for the selected feedback. 

Not all feedback requires a story or a requirement. Some of it might be easily resolved without a change request. Or you might want to resolve feedback as soon as you raise a change request from it.

Viewing feedback and collaborating from requirements and stories

From the user story of business requirement you can see, reply to and resolve end user feedback. Open the feedback tab in the right panel for the selected item and open the "End user feedback" accordion. It will contain the list of all feedback that was linked to this requirement or story.

You can click on the source item link to open the diagram/ metadata/ reference node or URL where the comment was left to inspect it for more contextual details.

You might be also interested in

  • Sharing requirements and stories - in order to share a requirement or a user story with other users and collaborate on it, you need to copy a unique URL from the Share tab

  • Managing process change with requirements and stories - you can easily raise requirements and stories from the diagram activities. You can also see the status of requirement and story implementation for each activity

  • Reporting on requirements - reporting is a very useful feature which can be used creatively to access knowledge quickly and/or manage the progress of work within Processes

  • Business requirements - business requirements are a tool for documenting your business needs for driving higher value in your company

Did this answer your question?