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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...
almost 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...
almost 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...
almost 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.
almost 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...
almost 3 years ago in Core CDE 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.
12 months ago in Workflow 0 Future consideration

Use metadata values in a stamp/watermark when creating a PDF of a document

As a user I want to be able to stamp/watermark metadata values from BCDE onto a PDF of a Document to allow the status of the document to be visible on downloaded or printed documents.
12 months ago in Core CDE / Document Management 0 Future consideration

Search reports/export to support export to Microsoft Excel (XSLX) Format

As a user I want to be able to export information from BCDE in the Microsoft Excel XSLS format, supporting formatting, cell data types, etc.
12 months ago in Core CDE / Reporting and Dashboards 0 Future consideration

Ability to rename system fields in schema config

As a customer I want to be able to rename all system metadata fields (globally) to my chosen term. E.g. As a customer I want to be able to rename the "version number" system field to "revision number". Renaming a system field locally in a schema i...
almost 3 years ago in Core CDE / i18n - Internationalisation 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.
about 3 years ago in Workflow 0 Future consideration