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Search and Filter by Redline Mark up

Users would like to search by documents with Redline mark up based on a specific metadata field (not just all markups)
almost 2 years ago in Core CDE 1 Needs review

View the "Issue Status" for many documents sent on the same issue type at once

As a user I want to be able to view the "issue status" for a group of documents sent individually on issues by automated workflows. Notes Select the documents, then select which shared issue type to summarise across. Then view a combined issue vie...
almost 2 years ago in Core CDE 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....
almost 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.
almost 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...
almost 2 years ago in Workflow 0 Future consideration

Support Space Metadata Values in Distribution Matrix

As a workflow designer I want to be able to determine routing in a distribution matrix based upon Space metadata values. Notes The current work-around of copying space metadata into document metadata fields adds complexity to the processes with an...
almost 2 years ago in Workflow 0 Future consideration

All recipients in a (dynamic) role can each respond to the task

As a workflow designer I want to be able to issue to a role and get responses back from each recipient. Notes We need to continue to allow existing behaviour: i.e. a single response is expected for the role by anyone in that role. Number of expect...
almost 2 years ago in Core CDE 0 Future consideration

Search, Filter and sort by company in a space

As a member I want to be able to filter or sort a Space membership listing by Company to simplify user maintenance when companies leave a project.
almost 3 years ago in Core CDE 0 Future consideration

Delayed notifications to support different frequencies of delivery

As a user receiving tasks via automated workflow, I want to receive notifications batched up but more frequently than daily. For example, every 4 hours, send me a report on all the tasks I have received in the last period. As a schema admin I want...
almost 3 years ago in Core CDE 0 Future consideration

Edit space metadata as part of an automated project stage gateway process

As a workflow designer I want to be able to design a workflow that can update a metadata field on the Space as part of a forms based process.
12 months ago in Workflow 0 Future consideration