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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

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".
about 3 years ago in Core CDE / Search and Filter 0 Future consideration

Remove or grey out add button in Quartz toolbar when its not available

Remove or grey out the "add" button when there are no add actions available. e.g. in searches Match the functionality of Workflows or Cut and Delete
about 3 years ago in Core CDE / User Experience 0 Future consideration

Icon for when documents are being processed by Brava or Content Search

Show an Icon for when documents are being processes for either the brava viewer or content searching to inform users of whether they can immediately view or search for a document. (Similar to the 3D model file processing indicators in BCDE.)
about 3 years ago in Core CDE / User Experience 0 Needs review

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)
about 3 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...
about 3 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....
about 3 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 3 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 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...
about 3 years ago in Workflow 0 Future consideration