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Workflow

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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.
7 months ago in Workflow 0 Future consideration

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.
9 months ago in Workflow 0 Future consideration

Inspect values used by criteria in gateway/event nodes to help debug a workflow instance

As a workflow admin I want to be able to inspect the values used when evaluating the criteria in each event or gateway node. I.e. If I am looking for the value of "Approved" from a review - show the value that was used by the gateway node to evalu...
3 months ago in Workflow 0 Future consideration

View chosen criteria from a workflow instance

As a workflow admin I want to be able to debug a workflow instance when the wrong path was taken from a gateway by analysing the criteria on each gateway path. Ideally, this would be a mechanism to allow the user to view the critiria directly from...
3 months ago in Workflow 0 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 ...
9 months ago in Workflow 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.
9 months 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.
9 months ago in Workflow 0 Future consideration

Lock/Unlock (User/Role) a Document in Automated Workflow (A new Service Task)

As a workflow admin I want to be able to lock to a role and unlock a document as part of a workflow. As a workflow admin I want to be able to lock to a role via a recipient metadata field value. As a workflow admin I want to be able to lock to a u...
about 2 years ago in Workflow 1 Future consideration

Revise document with PDF enhancements

As a workflow designer I want to be able to revise a document with a PDF with burnt in markups as part of a workflow process.
7 months ago in Workflow 0 Future consideration

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...
8 months ago in Workflow 0 Future consideration