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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 4 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 4 years ago in Core CDE 0 Future consideration

Template module supporting icons, relative links, and other features

Can the template module be updated to support icons please? Currently we have to create spaces using the template module and then go back in and set all the icons which is time consuming and prone to user error. Also, if the descriptions could sup...
over 2 years ago in Core CDE 1 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.
almost 4 years ago in Workflow 0 Future consideration

When copying and pasting documents allow for creation/revision/fulfilment in the destination

As a user I want to be able to revise a document via copy and paste. As a user I want to be able to fulfil a placeholder via copy and paste. Notes Metadata set on source document will not be applied to destination document stack. After revising or...
over 2 years ago in Core CDE 0 Future consideration

Make it simple to generate a PDF of a document/drawing and its review markup and download it

As a lead reviewer I want to be able to quickly create a PDF of a document and its review markup in order to be able to distributed it to a contractor. Examples Save a drawing and its markup for archival in a separate system. Save a drawing and it...
over 2 years ago in Core CDE 0 Future consideration

Users Able to Individually Manage Their Issue Notifications Against Reasons for Issue

As a user I want to be able to configure which issue notifications (delayed and or instant) I receive based upon "reason for issue". As a user I want to be able to configure how often I receive delayed notifications outside the standard of once a ...
over 2 years ago in Core CDE 0 Future consideration

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...
almost 3 years ago in Core CDE 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".
almost 3 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
almost 3 years ago in Core CDE / User Experience 0 Future consideration