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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

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".
over 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
over 2 years ago in Core CDE / User Experience 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...
over 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....
over 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.
over 2 years ago in Workflow 0 Future consideration

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

All recipients in a (dynamic) role can each respond to the task

As a workflow designer I want to be able to issue to a role and get responses back from each recipient. Notes We need to continue to allow existing behaviour: i.e. a single response is expected for the role by anyone in that role. Number of expect...
over 2 years ago in Core CDE 0 Future consideration

Search on a Dynamic / Relative range for Date and Date/Time field types and Placholder due dates

As a project manager I want to be able to use relative date searching with custom date metadata fields to allow me to construct saved searches that drive business process within the project. For example, an asset portal could list all documents th...
almost 4 years ago in Core CDE 0 Future consideration