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Security trim a form so only users who have permissions can access the form
Capability to show hide forms according to whom business owner decides. Some forms should only be available for few users within the business/department and the process owner should be able to give remove access.
In my organisation, forms need be signed-off by several levels of management before they are complete. If they're unsatisfied with anything, this can be passed back to the previous stage. This means I need to save and recover the current answers, ...
Include ability to do text formatting within tasks and notes (text editor)
This request has come up time and time again and pertains to procedure view rather than map view. There are times we'd like to call special attention to viewer to some section(s) and currently it's quite challenging.
Allow the Add Task, Add Note, Add Document function to scroll down when adding tasks
When adding tasks to an activity you are required to scroll up to the top of the activity to add a note or attach/link a document. If the system would freeze the task bar at the top of the screen so the functionality was always available that woul...
Move draft process to a new group without publishing the process
When you have responsibilities change across a large organisation, the grouping of a process may change. Sometimes a draft process may only be part way through completion. Currently we have to leave the process in the incorrect grouping until it i...
When editing views and forms and searching for rule changes from a specific data range, it would be very helpful to see the change date of the rules in a separat column. It would also be great to have the possibility to sort by change date like in...
We have the ability in My Dashboard > My Reviews to view published processes which are due for review, but there is no similar function to view processes that have been saved, but forgotten to publish. Requesting please for an 'unpublished proc...
More date/time formatting options in the Format Date to String workflow action
It would be extremely helpful to have more date and time formatting options in the "Format date to string" workflow action. Examples that would be helpful: January 1, 2022January 1, 2022 7:30 PM1/1/2022 9:30 am7:30 PM9:30 amSaturday
Mass transfer of @TODO (eg. when someone leaves the company)
When you transfer Ownership (Owner/Expert) of a process, you should also get the option to transfer any @TODO within that process that are assigned to the same person.
Facility to transfer @TODO that are assigned to a particular person on mass.