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BCDE

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    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

    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 ...
    almost 2 years 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

    Support Document Type Distribution Matrix Filter Columns

    As a workflow designer I want to be able to route a document based upon its type. Notes The workflow designer should be Add the "document type" as a column in the distribution matrix. Will enable specific recipients for certain types of documents.
    almost 4 years 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...
    over 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...
    over 1 year ago in Workflow 0 Future consideration

    Sort and filter by location in a search

    As a user I would like to filter by location path. As a user I would like to sort by location path. For example, when listing all RFIs across a programme, I would like to be able to filter the "location" column to those from "Project A".
    over 2 years ago in Core CDE / Search and Filter 0 Future consideration