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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....
over 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.
over 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...
over 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...
over 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...
over 2 years ago in Core CDE 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...
almost 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...
almost 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...
almost 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 ...
almost 4 years ago in Core CDE 1 Future consideration

Support Issuing Primary Documents or Renditions Separately

As a user I want to be able to transmit the PDF to a supplier without also giving access to the native (e.g. DGN) rendition file. As a user I want to be able to transmit the native (e.g. DGN) file to a supplier without also giving access to the PD...
over 1 year ago in Core CDE / Document Management 0 Future consideration