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Workflow

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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.
12 months 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.
about 1 year ago in Workflow 0 Future consideration

Lock/Unlock (User/Role) a Document in Automated Workflow (A new Service Task)

As a workflow admin I want to be able to lock to a role and unlock a document as part of a workflow. As a workflow admin I want to be able to lock to a role via a recipient metadata field value. As a workflow admin I want to be able to lock to a u...
over 2 years ago in Workflow 1 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.
about 3 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 ...
about 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.
about 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.
about 1 year ago in Workflow 0 Future consideration

Silently ignore a role if it is empty when sending an issue (including distribution matrix)

As a workflow designer I want the option to silently ignore a role IF it isn't in use on a Space. Notes Need to support: Send issue Forward issue Distribution matrix If the role is empty it shouldn't be added to the issue. (This must be an option....
about 2 years ago in Workflow 0 Future consideration

Distribution Matrix - Import from CSV

As a workflow admin I want to be able to import a distribution matrix from a CSV, either because it is available as an export from another data source or to speed creation in a tool such as Excel.
about 2 years ago in Workflow 0 Future consideration

Support Space (project) Specific Workflows

As a workflow admin I want to be able to define a set of schema wide workflows that can be overridden or augmented at the space (project) level. Notes Be able to turn off schema workflows in a space. Be able to "lock" to a specific version of a wo...
about 2 years ago in Workflow 0 Future consideration