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Workflow

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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...
about 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...
about 2 years 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.
over 3 years 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...
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

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

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

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...
over 1 year 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 1 year ago in Workflow 0 Future consideration

Incoming Gateways Only the First Path Shall Pass

As a workflow designer I want to be able to merge incoming connectors into a gateway and only let the first connector through to support "wait N days for response and then proceed" in a robust manner. To the Incoming Conectors tab on a Gateway, ad...
almost 2 years ago in Workflow 0 Future consideration