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Autotagging to support many rules per project

As a document controller I need autotagging to support multiple rules per project. I.e. to extend capabilities beyond small set of standard naming conventions based upon standards. Reasons for lots of rules: Different naming conventions in each re...
about 1 year ago in Core CDE / Document Management 0 Planned

Add renditions in bulk available as part of upload and process to ensure documents have renditions prior to workflow

As a user I want to be able to quickly upload documents, their renditions, edit type, and edit metadata as part of a simple, streamlined process. As a workflow admin I want to be able to configure a workflow that reacts differently based upon whet...
10 months ago in Core CDE / Document Management 0 Future consideration

View all responses to a document stack in a spreadsheet style format

As a user I want to be able to see all responses (I have access to) for all versions of a document in a single spreadsheet style format. The user needs to be able to review historical responses when making their latest response to the latest versi...
10 months ago in Core CDE / Document Management / Workflow 0 Future consideration

Stamp PDF with Image or Metadata Value

As a workflow designer I want to be able to stamp a PDF with an image or metadata value to allow status from the CDE to be transferred to the document contents as the outcome of a workflow.
over 1 year ago in Workflow 0 Future consideration

Send Task - Perform the action as a nominated single user role/user related to event

As a workflow designer I want to be able to configure the send email task to be sent by a nominated actor - both event and role options should be available. At present, the workflow is sent as the creator of the workflow.
5 months ago in Workflow / Execution Engine 0 Planned

Make all service task nodes required by default

As a workflow designer I want all service task nodes to be created as required by default since that is the typical behaviour that is required and will save time setting up new workflows and reduce the risk of workflow configuration errors.
almost 2 years ago in Workflow 0 Future consideration

Support downloading, editing and revising documents in BCDE without requiring a rename on device to remove version numbers

As a user I want to be able to download documents without appending the version number to the document name to allow me to easily re-upload the documents. As a user I want to be able to download documents WITH an appended version number if requested.
over 3 years ago in Core CDE / Document Management 0 Future consideration

When roles are turned off - gracefully handle this when sending an issue from workflow

As a user I want roles that have been turned off to be gracefully ignored when sending a BCDE issue, rather than raising an error and blocking a workflow. E.g. If the Architect role is turned off and that is used as part of a distribution for the ...
over 1 year ago in Workflow 0 Future consideration

Processes can seamlessly span ProjectWise and BCDE

As a workflow designer I want to be able to design and build processes that can span both ProjectWise and BCDE to enable seamless flows of information between both tools.
almost 2 years ago in Workflow 0 Future consideration

Export a Workflow (Process) from a Server/Schema for later Import into another Server/Schema

As a workflow admin I want to be able to export a workflow type from a server or schema for subsequent importing into another server or schema.
almost 2 years ago in Workflow 0 Future consideration