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Copy Access right on Documents

As project template admin or project admin I want to be able to configure actions like cut, copy, and copy as reference at a container level and for it to "inherit" down onto all documents. This capability will help allow configurations that can p...
about 2 years ago in Core CDE 0 Future consideration

Search, Filter and sort by company in a space

As a member I want to be able to filter or sort a Space membership listing by Company to simplify user maintenance when companies leave a project.
about 3 years ago in Core CDE 0 Future consideration

Delayed notifications to support different frequencies of delivery

As a user receiving tasks via automated workflow, I want to receive notifications batched up but more frequently than daily. For example, every 4 hours, send me a report on all the tasks I have received in the last period. As a schema admin I want...
about 3 years ago in Core CDE 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.
about 1 year ago in Workflow 0 Future consideration

Sort and filter by location in a search

As a user I would like to filter by location path. As a user I would like to sort by location path. For example, when listing all RFIs across a programme, I would like to be able to filter the "location" column to those from "Project A".
about 2 years ago in Core CDE / Search and Filter 0 Future consideration

Remove or grey out add button in Quartz toolbar when its not available

Remove or grey out the "add" button when there are no add actions available. e.g. in searches Match the functionality of Workflows or Cut and Delete
about 2 years ago in Core CDE / User Experience 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

View the "Issue Status" for many documents sent on the same issue type at once

As a user I want to be able to view the "issue status" for a group of documents sent individually on issues by automated workflows. Notes Select the documents, then select which shared issue type to summarise across. Then view a combined issue vie...
about 2 years ago in Core CDE 0 Future consideration

Silently ignore a role if it is empty when sending an issue (including distribution matrix)

As a workflow designer I want the option to silently ignore a role IF it isn't in use on a Space. Notes Need to support: Send issue Forward issue Distribution matrix If the role is empty it shouldn't be added to the issue. (This must be an option....
about 2 years ago in Workflow 0 Future consideration

Distribution Matrix - Import from CSV

As a workflow admin I want to be able to import a distribution matrix from a CSV, either because it is available as an export from another data source or to speed creation in a tool such as Excel.
about 2 years ago in Workflow 0 Future consideration