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Record "Turn Off/On" events for workflow

As a workflow admin I want to be able to see when a workflow was turned off or on in the audit trail. The audit trail shows on the "Version History" page for a workflow.
almost 2 years ago in Workflow 0 Future consideration

Record "Duplicate" workflow on duplicated workflow

As a workflow admin I want the workflow audit trail to indicate when a workflow is duplicated on the original workflow AND the duplicate. The audit trail shows on the "Version History" page for a workflow.
almost 2 years ago in Workflow 0 Future consideration

When no rules in the distribution matrix match, provide a fallback/default

As a workflow admin I want to be able to configure behaviour when no rules match in a distribution matrix. As a workflow admin I want to be able to configure the workflow to "block" is no rules match and require input to resolve the situation. (e....
almost 2 years ago in Workflow 0 Future consideration

Custom Stamps applied to document rendition (e.g. in Brava)

In the last version of Brava, there is the possibility to add Stamp Templates. It will be a good opportunity to add custom stamps by client, project, etc... Notes Provide a mechanism to generate a rendition of the document (likely PDF) with key in...
almost 2 years ago in Workflow 3 Future consideration

Add Reference Documents to Workflows

Add Reference Documents to a Workflow for issue them.
almost 2 years ago in Workflow 1 Needs review

Ability to get the number of recipients (total and per reason) from an issue

As a workflow designer I want to be able to compare the number of responses I have processed against the number of responses I am expecting. Notes We can currently ask the system if all responses have been made but we cannot ask how many responses...
almost 2 years ago in Workflow 0 Future consideration

Configure the default version number format for the BCDE server instance

As an admin I want to be able to configure the default version number format for the server. Notes This would enable the standard default [0.1] to be replaced with a custom default [P01.01]. A new ability to indicate which version number format is...
almost 2 years ago in Core CDE 0 Future consideration

Map a saved search in a source to a location in the destination source in Sync

As a connector admin I want to be able to define a source to destination mapping of folders where most folders map into a single destination with a small set of exceptions. For example, all documents go into the "Project Information" folder except...
almost 2 years ago in Sync 0 Future consideration

Allow selection of ProjectWise project (source or destination) by All/Favourite/Recent

As a sync connector administrator I want to be able to select ProjectWise favourite or recent projects, rather than looking or filtering through all projects.
about 2 years ago in Sync 0 Future consideration

Autotagging to support taxonomies

As a user I want to be able to upload a document with a name that contains a taxonomy code that can work with auto-tagging and set a taxonomy field. Notes Here is an example of a Uniclass hierarchy: 05 - Project management activities 00 - Strategy...
about 2 years ago in Core CDE 0 Future consideration