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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

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 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....
almost 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.
almost 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...
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

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