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Workflow

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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...
almost 3 years ago in Workflow 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

View chosen criteria from a workflow instance

As a workflow admin I want to be able to debug a workflow instance when the wrong path was taken from a gateway by analysing the criteria on each gateway path. Ideally, this would be a mechanism to allow the user to view the critiria directly from...
over 1 year ago in Workflow 0 Future consideration

Revise document with PDF enhancements

As a workflow designer I want to be able to revise a document with a PDF with burnt in markups as part of a workflow process.
over 1 year ago in Workflow 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...
almost 2 years 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...
almost 2 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.
almost 2 years ago in Workflow 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

Prevent and warn when a workflow is using items before they have been "created" or entered context

As a workflow designer I want the workflow visual designer to analyse and identify process problems when an item is used before it has been created. For example, prevent a user from using an issue response in gateway criteria BEFORE the issue resp...
over 2 years ago in Workflow 0 Future consideration