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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...
almost 2 years ago in Workflow 0 Future consideration

Sort users by surname

As an admin I want to be able to sort the list of users by their surname. As an end user I want to be able to sort the list of members in a space by their surname.
almost 4 years ago in Core CDE 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.
almost 2 years 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.
almost 2 years 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.
almost 2 years 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.
almost 2 years ago in Workflow 0 Future consideration

Data tree to support Item Container metadata values in criteria and smart variables

As a workflow admin I want to be able to turn workflows off on a per folder/collection basis. The optimal mechanism for achieving this will be similar to the mechanism for turning workflows on and off at a space level. I.e. To be able to inspect a...
about 2 years ago in Workflow 0 Future consideration

Re-open completed/cancelled issues

As an admin i would like to be able to re-open issues that have been completed. As an admin i would like to be able to re-open issues that have been cancelled. Requirements A completed or cancelled issue should have a reopen option. (Subject to se...
about 2 years ago in Core CDE 1 Planned

Request access button when a document is private to you

As a user I want to be able to request access to a document that is private from me. As a document owner I want to be able to approve request access to grant access to a document to the requester.
about 4 years ago in Core CDE 0 Future consideration

Enable taxonomy fields to inherit from space

The inherit from space feature is useful to enable metadata to be tagged against documents but if the metadata field is a taxonomy field then it is not supported
about 2 years ago in Core CDE 0 Future consideration