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Stamp PDF with Image or Metadata Value

As a workflow designer I want to be able to stamp a PDF with an image or metadata value to allow status from the CDE to be transferred to the document contents as the outcome of a workflow.
over 1 year ago in Workflow 0 Future consideration

Send Task - Perform the action as a nominated single user role/user related to event

As a workflow designer I want to be able to configure the send email task to be sent by a nominated actor - both event and role options should be available. At present, the workflow is sent as the creator of the workflow.
5 months ago in Workflow / Execution Engine 0 Planned

Make all service task nodes required by default

As a workflow designer I want all service task nodes to be created as required by default since that is the typical behaviour that is required and will save time setting up new workflows and reduce the risk of workflow configuration errors.
over 1 year ago in Workflow 0 Future consideration

Allow restriction of authentication methods, not just total removal

As the owner of a BCDE server I'd like to be able to keep the option for certain authentication methods available on my server, but make sure they are not able to be generally assigned out by the system administrators.
over 1 year ago in Core CDE / Administration / User Management 1 Future consideration

Downloading Company Short Names

As a new user of the BCDE API to link AD and BCDE we have a list of companies in AD. The companies lists in AD and BCDE need to match to ensure the users are assigned correctly when created. This includes the company short name. There is no method...
over 1 year ago in Core CDE / Administration / User Management 1 Future consideration

When roles are turned off - gracefully handle this when sending an issue from workflow

As a user I want roles that have been turned off to be gracefully ignored when sending a BCDE issue, rather than raising an error and blocking a workflow. E.g. If the Architect role is turned off and that is used as part of a distribution for the ...
over 1 year ago in Workflow 0 Future consideration

Unify Naming Convention, Auto Tagging, and Auto Filing Configuration

As an admin user I want to be able to configure Naming Conventions, Auto Tagging, and Auto Filing via a simple, non-technical user experience.
over 1 year ago in Core CDE / Administration 0 Future consideration

Processes can seamlessly span ProjectWise and BCDE

As a workflow designer I want to be able to design and build processes that can span both ProjectWise and BCDE to enable seamless flows of information between both tools.
over 1 year ago in Workflow 0 Future consideration

Export a Workflow (Process) from a Server/Schema for later Import into another Server/Schema

As a workflow admin I want to be able to export a workflow type from a server or schema for subsequent importing into another server or schema.
over 1 year ago in Workflow 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.
almost 4 years ago in Workflow 0 Future consideration