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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 3 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 3 years ago in Workflow 0 Future consideration

Search on a Dynamic / Relative range for Date and Date/Time field types and Placholder due dates

As a project manager I want to be able to use relative date searching with custom date metadata fields to allow me to construct saved searches that drive business process within the project. For example, an asset portal could list all documents th...
over 4 years ago in Core CDE 0 Future consideration

Replace File Monitor with Zero Install "Lock and Download/Upload to Home and Unlock"

As a user I want to be able to lock, download, edit, re-upload and unlock a document via a streamlined process. (Rather than manually having to carry out the individual steps.) Can we replace the file monitor with a BCDE based, zero install set of...
over 4 years ago in Core CDE 0 Future consideration

Instant Issue Notifications to show Included and Referenced Documents

As a user I want to be able to see at a glance what documents are included or referenced on an Issue. Notes Must include: Document name Landing page link to document Document version Description (often used as the title) Should be shown as part of...
over 4 years ago in Core CDE 0 Future consideration

Define initial access rights for an object type in schema

As a schema administrator I want to be able to define the default access rights for a type in a schema. Requirements * Define access rights columns and rows against a type in a schema* When first setting the type for an object those access rights ...
over 4 years ago in Core CDE 1 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 3 years ago in Core CDE 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

Manually Manage References to Documents to allow superseded references to be updated when necessary

As a user I want to be able to find all superseded references to documents in my folder or Space (project) quickly. As a user I want to be able to "update" a reference to a document to a later version for many references to documents at once. The ...
over 1 year ago in Core CDE 0 Future consideration