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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.
4 months ago in Workflow / Execution Engine 0 Planned

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

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.
over 1 year ago in Workflow 0 Future consideration

Ability to Allow Users to Save & Easily Access Their Own Filters from Within Quartz interface

As a user I want to be able to save a listing (folder, collection, saved search, etc.) filter for future use to make common processes more efficient. For example, the user filters the information collection, saves the filter - giving it a name, an...
about 1 year ago in Core CDE / Reporting and Dashboards / User Experience 0 Future consideration

Support PowerBI connecting to BCDE securely to download Search Report data automatically

As a user configuring a PowerBI report I want to be able to set up a scheduled pull from BCDE to get the latest data being collated from a search report. Notes This needs to be something achievable by a PowerBI user and not an expert developer.
over 2 years ago in Core CDE / Reporting and Dashboards 0 Needs review

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.
over 1 year 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.
over 1 year ago in Workflow 0 Future consideration

Inspect values used by criteria in gateway/event nodes to help debug a workflow instance

As a workflow admin I want to be able to inspect the values used when evaluating the criteria in each event or gateway node. I.e. If I am looking for the value of "Approved" from a review - show the value that was used by the gateway node to evalu...
about 1 year ago in Workflow 0 Future consideration

View chosen criteria from a workflow instance

As a workflow admin I want to be able to debug a workflow instance when the wrong path was taken from a gateway by analysing the criteria on each gateway path. Ideally, this would be a mechanism to allow the user to view the critiria directly from...
about 1 year ago in Workflow 0 Future consideration