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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 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...
about 2 years ago in Core CDE 0 Future consideration

Reduce mistakes in workflow design by harnessing the BPMN diagram to better guide the user

As a workflow designer I want to be guided by the visual design tool to make the right choices when setting criteria for start nodes and gateways. E.g. When showing Events for a gateway criteria, don't show events related to future intermediate ev...
about 1 year ago in Workflow 0 Future consideration

Node - Service Tasks - Edit Metadata Matrix

As a workflow designer I want to be able to edit the metadata of a document based upon its existing metadata values to help keep my workflow diagram simple. E.g. if the document is for status S0-S4 then set the approval to "Value 1". This is effec...
about 1 year ago in Workflow 0 Future consideration

Support Document Type Distribution Matrix Filter Columns

As a workflow designer I want to be able to route a document based upon its type. Notes The workflow designer should be Add the "document type" as a column in the distribution matrix. Will enable specific recipients for certain types of documents.
about 3 years ago in Workflow 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.
about 1 year ago in Workflow 0 Future consideration

Use metadata values in a stamp/watermark when creating a PDF of a document

As a user I want to be able to stamp/watermark metadata values from BCDE onto a PDF of a Document to allow the status of the document to be visible on downloaded or printed documents.
about 1 year ago in Core CDE / Document Management 0 Future consideration

Search reports/export to support export to Microsoft Excel (XSLX) Format

As a user I want to be able to export information from BCDE in the Microsoft Excel XSLS format, supporting formatting, cell data types, etc.
about 1 year ago in Core CDE / Reporting and Dashboards 0 Future consideration

Import a Workflow Type into a Server/Schema

As a workflow admin I want to be able to import a workflow type into a Server/Schema so that I don't have to completely redefine it each time.
about 1 year ago in Workflow 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 3 years ago in Core CDE 0 Future consideration