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Feature Requests (Running List)

posted on May 7 Show version history

Good Morning All,

Over the course of the last year or so, I have compiled a list of feature requests for limitations that I have encountered that have either caused a logic rework, caused a project to take longer than anticipated or would just generally be nice to have.  I didn't want to create 25 separate posts, so I am just listing them all in a single post.  

I welcome any feedback or discussion on the below items.

 

Admin Console - Global override settings for a user that aren't repo specific (ie always extract text, always generate PDF pages)
Admin Console - List the volume sizes statically and have a button to recalculate.  Also have a process that updates the statistic nightly so it doesn't have to calculate every time you go to the tab.
Client - Breadcrumbs in desktop client like in web client
Forms - Ability to publish individual forms in a business process so they can be accessed directly (ie BP with multiple forms and I want to access form #2)

Forms - Ability to access a populated value to another form without submitting it
    Use Case: Form 1 performs a DB lookup, I pass a selected value to Form 2 and it performs another lookup based on it, even though form 1 was never submitted.
Forms - Ability to use a radio button as a field lookup criteria
Forms - Ability to turn off the preview pane in CSS and Javascript to speed development  of complex code that takes a while to load
Forms - Ability to duplicate a collection record from the user input interface (ie a button for a user to duplicate a collection record from the previous record).  We currently do this with custom CSS, Javascript and custom html.
Forms - Add run button back to the forms manage page
Forms - A syntax validator for CSS and Javascript sections
Forms - Ability to pass a file upload from workflow
Forms - Ability to pass a URL to an iframe (custom html) from workflow
Forms - Retain iframe (custom html) contents on form submission
Metadata - Ability to require a certain number of template fields.
    Use Case: template has 3 fields.  All are not required, but at least 1 must be populated.
Server - Separate the import/export processing to workflows that replicate document changes don't have a significant impact on server performance for all users
Workflow - Ability to set priorities of workflows
Workflow - Ability to overwrite a destination file (and assume its entry ID) during an entry replication activity
Workflow - Replicate entry activity to return the entry ID of the replicated item in the destination repository
Workflow - Regular expression pattern's in the Pattern Matching activity do not auto update if an activity or variable is renamed
Workflow - Values in the "assign field values" activity do not auto update if an activity or variable is renamed
Workflow - Trigger QuickFields session from Workflow
Workflow/Mobile - Trigger workflow with geofencing and mobile geolocation
Workflow - /g support for regular expression in token manipulation
Workflow - Dynamic template fields do not perform a lookup or validation in Workflow.  The data must be manually entered
Workflow - Perform direct approval via email with a wait condition like in Forms
 

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replied one day ago

Adding an additional item that we discussed this morning.  It would be very beneficial to have the ability to search across notes and details in support ticket history.  There are times when we know that we discussed an issue on a support ticket, but don't recall the client and/or the item/issue wound up being something other than what was in the ticket title.

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replied on May 8

If I may add to the list:

Forms:  Reporting capabilities, not only for forms but for Data. 

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replied on May 8

By data, are you referring to metadata in the repository? Do you have any specific types of reports that you have in mind?

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replied on May 8

Yes, I mean metadata.

The scenario would be, to create analysis for invoicing data or can be let's say the of days data.... It can be anything...

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replied on October 24

Reporting from repository metadata would be wonderful!  You have many suggestions that I would love to see implemented!  

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Workflow - Perform direct approval via email with a wait condition like in Forms

Forms - Ability to pass a file upload from workflow

Workflow - Dynamic template fields do not perform a lookup or validation in Workflow. The data must be manually entered

Workflow - Ability to set priorities of workflows

Workflow - Trigger QuickFields session from Workflow

Workflow - /g support for regular expression in token manipulation

Workflow/Mobile - Trigger workflow with geofencing and mobile geolocation

Workflow - Values in the "assign field values" activity do not auto update if an activity or variable is renamed

Workflow - Regular expression pattern's in the Pattern Matching activity do not auto update if an activity or variable is renamed

Workflow - Replicate entry activity to return the entry ID of the replicated item in the destination repository

Workflow - Ability to overwrite a destination file (and assume its entry ID) during an entry replication activity

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