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80 results found

  1. The feature to delete completed/cancelled workflows

    User can delete the workflow template, but there is no option to delete workflows that have been completed/cancelled. Over time, the number of those can grow, and so customer should be given option to delete or hide some of those.

    2 votes

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  2. Keyword search within Relay workflows/templates

    Process owner would like to be able to query open workflows for step text. for ex) search for 'director review' and see a result set that contains any open workflow that is awaiting a director review

    2 votes

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  3. 2 votes

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  4. Add redlining capability

    Option to redline contracts in the task flow

    2 votes

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    not planned  ·  Jenica responded

    This would require a change on the Web App and Files structure. This can be achieved today through Word redlines.

  5. When copying a folder with File Requests configured within it, add an option to have the File Request configurations copied as well.

    We have a need to setup folders with File Request features for our customers. When we do this manually, it takes a lot of time to set everything up as we need it. We'd like to be able to copy a folder (along with its subfolders) and its File Request setup. This would make any existing setup, like a template, which we can simply copy and rename in preparation for another customer.

    Currently, we can only copy the folders with or without contents. But either action does not copy the File Request configurations in the source folder.

    Thanks for your…

    1 vote

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  6. 1 vote

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  7. 1 vote

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    This is an old feature request that is no longer relevant based on new feature delivery. If this is still relevant please submit a new pulse.

  8. Rule based approvals

    Based on metadata or classification of the workflow, a different set of (or more) approvers may be required

    1 vote

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    not planned  ·  Jenica responded

    This is not currently on our product roadmap. Please share additional use cases or feedback and we will reconsider given enough demand.

  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Ability to combine workflows into one

    Merge simple workflows into larger workflows once we iron out smaller parts of the process

    1 vote

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  16. 1 vote

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  17. 1 vote

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    Thank you for this feedback. We intend to do a comprehensive review of the representation of users (including anonymous/unknown users) across the application and will update with a roadmap plan once that is complete.

  18. 1 vote

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  19. 1 vote

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    not planned  ·  Jenica responded

    We are considering alternative solutions to address this issue.

  20. 1 vote

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