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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

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.
about 1 year 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.
about 1 year ago in Core CDE / Reporting and Dashboards 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

Replace File Monitor with Zero Install "Lock and Download/Upload to Home and Unlock"

As a user I want to be able to lock, download, edit, re-upload and unlock a document via a streamlined process. (Rather than manually having to carry out the individual steps.) Can we replace the file monitor with a BCDE based, zero install set of...
over 3 years ago in Core CDE 0 Future consideration

Instant Issue Notifications to show Included and Referenced Documents

As a user I want to be able to see at a glance what documents are included or referenced on an Issue. Notes Must include: Document name Landing page link to document Document version Description (often used as the title) Should be shown as part of...
over 3 years ago in Core CDE 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...
about 1 year ago in Workflow 0 Future consideration

Re-open completed/cancelled issues

As an admin i would like to be able to re-open issues that have been completed. As an admin i would like to be able to re-open issues that have been cancelled. Requirements A completed or cancelled issue should have a reopen option. (Subject to se...
over 1 year ago in Core CDE 1 Future consideration