Summary: Users are experiencing frustration with the new Chorus UI layout, specifically with the amount of screen space occupied by associated cards (comments, source cards, etc.) linked to work items. Our processors often have multiple cards related to a work item open at the same time. Ie. Comments, work item card, cards for associated source items. Might be nice to have a setting that allows users to automatically close all associated cards when a parent case/work item is closed.   Details:   Problem: Users are struggling to navigate and manage multiple work items due to the visual density of the new UI layout, particularly the large footprint of associated cards. Current Situation: Currently, closing a work item does not automatically close its associated cards. Proposed Solution: Implement a user preference setting that allows users to choose whether to automatically close associated cards when a parent case/work item is closed. This option could mirror the existing preference for how sources open when a work item is opened. Rationale: This would reduce visual clutter, improve workflow efficiency, and address repeated user feedback regarding the new layout. Potential Benefit: Increased user satisfaction, reduced cognitive load, and improved overall usability. ... View more

Prior in Classic AWD users were not able to copy and paste a special character comment.  AWD would error out and not allow the user to paste the comment. We would like this functionality to be added to Chorus Processor Workspace. Once we had users in Legacy Processor Workspace and current Processor Workspace they have been able to add special character (nonunion) comments and this causes the object to completely error out when it is opened again.  Updating the comment and removing the special character () does not resolve the issue. Our only work around is to have the user create a new object and copy and paste from the previous Chorus comment.  Copying and pasting the comments from Chorus does not cause the object to error, only when we copy and paste from our other documentation and websites.   This is in response to ticket CS0047171 and CS0039472 ... View more

When a card is minimised, the minimised tab shows the primary tagline: It would be useful to be able to display a secondary tagline LOB on the minimised tab.  This would allow users to more easily identify the tab they want to restore from a number of minimised tabs that currently all look alike. Note that minimising from relationship view shows a secondary tagline based on the card that relationship view was triggered from: The ability to configure all cards to display like this when minimised is what is requested. ... View more

We recently upgraded to Chorus BPM v 24.1.0.3. We now have the ability to adjust the columns in Chorus History. The enhancements to this window come with one cost: Short comments are fine. Comments that are separated by frequent Enter breaks are fine. But, if the comments are one long block of text it is hard, if not impossible sometimes, to move the column enough to see everything. Our request is that comments wrap within the Chorus History window regardless of the width of the column so that users who prefer to view comments in the History window can view all comments on one screen. ... View more

After migrating from Java Content Viewer to HTML Content viewer our clients are complaining that the font size and in particular font color is difficult to read.  I confirmed a standard AWD/Rip report displays in dark black text when viewed in Java Content Viewer but is light grey in HTML Content Viewer. This causes extra time and errors in reading information.  Is it possible for ASCII or other text based file types to be able to either darken the current font color or allow the user to pick a darker color. ... View more

We would like the Workspace Timeout to redirect Users automatically to logon window once they are timed out (with no windows received).  This will prevent multiple screens received when users are timed out of Workspaces.  Currently when timed out of workstation, User will receive multiple windows asking to leave or cancel.   #Workspace #Timeout #Windows Chorus BPM #Processor ... View more

PROBLEM: Although the w67u999s table shows the parent / child relationship between Objects, for Cloud Chorus BPM Customers we have no access to query the database to easily find, for example, specific Work Objects that don't have any attachments or Sources Objects that don't have parents. Instead these requests have to be made via a ticket the SS&C Support Desk (as a part way house I've also separately asked them for some queries to be added to Jenkins as self-service Jobs). BUSINESS CONTEXT: Specifically, we have some online journeys where sometimes an uploaded image is being lost in transit upstream from Chorus and it would be useful to be able to more easily find and track when these scenario has happened. IDEA: Would it be possible for the base Chorus to have 2 new "AWD fields" (ideally in the w03, w00, W65) that has a simple flag (e.g. Y/N or 1,0) to show whether a relationship exists or not? For example: Database Field Name: HASPARENT | Dataname: HASP (Object has Parent) - this could apply to Sources, Cases, Transactions, Folders Database Field Name: HASCHILD | Dataname: HASC (Object has Child) - this could apply to Folders, Cases and Transactions The field would need to be set and updated via the base product, e.g. upon a break/make relationship event in the w67. Finally, assuming this is added, please can this same data also be mapped to Analytics, so it can also be measured/reported via there too in custom reports (e.g. using the Work, Queue, Source Dimension etc.). Thanks in advance.  Welcome also any other ideas you have on this (in case we're overlooking alternatives.) ... View more

Adding 'Show all items' so that user will not need to click multiple times for using show more items (now this button only refresh the next 25 items)   ... View more

Default to display 100 items instead of 25 in worklist/search     ... View more

  Regarding the warning message of file size being too large, I noticed that the message does not appear at the beginning of the file upload process. It only appears after the AWD has attempted to upload the file for 2-3 mins. Additionally, the message does not clearly state that the system error is caused by the file size exceeding 25MB.   Could we implement the warning message without the 2-3 minute wait? Furthermore, can we make the message more explicit?   ... View more

Work items which are stuck in infinite loops impact Chorus BPM system performance, and in some cases system stability.   This issue impacts both hosted and self-hosted clients. When we see high CPU utilisation on the application and database servers, we query the WA2 BI event table to find work items which are stuck in a loop.   This reactive step allows us to identify the work items which are impacting performance but doesn't address the root cause. We could like Chorus BPM design studio to identify potential infinite loops as part of process validation.   The beta process test automation framework was able to identify loops.  Maybe this code could be used as the basis of a solution? ... View more

In Processor Workspace, our usrs have found that the SUSPEND menu action doesn't close a case card.  When a user suspends a case from the drop-down menu in an open case card, the card is left open. Steps to Reproduce 1) Logs on to Processor 2) Opens a case 3) Clicks the ellipses in the upper left corner, & choses the “Suspend” menu action. 4) The “Suspend” card will open. The user enters suspend information & clicks Suspend/Release (or Suspend).   In either situation (suspend or suspend/release), the case is suspended (good) – but the case card is not closed.  It is preferred to close the case card upon issuing a suspend action, much like it has done in the Classic workspace. ref CS0044692     ... View more

Regarding EQM inbound email contents, our client found that when the email body has over 10k chars, those content length after 10k will be truncated. This is confirmed with development team on the limitation. Our client needs a search of Ref id in the email body text, so that the workflow logic will link the email in source to the work with same Ref id. In the case when email go back and forth, it will become a long email thread. This long email body text has been truncated and unable to return the Ref id for further processing. This limitation is impacting the business operation, client requests an enhancement on the EQM capture component and allow configuration.   ... View more

The search drop down list within Processor Workspace is forced to be in alphabetical order. We are given the ability to specify the order that lookups are in within the LOOKUP resource parameters list, so the drop down should obey this order. Having frequently used searches at the top of the list is more streamlined and user friendly for the end users. This used to be functionality that existed but was taken away. ... View more

As a process designer I would like to be able to compare two versions of a model and for the differences to be highlighted in Design Studio.   This will help me identify and assess the impact of changes. The bpmn.io framework used by Design Studio supports this capability, but we currently need to export models to use it. ... View more

Recently Chorus was enhanced to add a user preference so that the Comments Card shows the comments based on the Show drop down option within the card. This user preference does not apply to the comments preview window that appears when holding the mouse over the comment bubble on a work item. The preview window only shows user comments. This becomes confusing for end users because they believe that they had selected to view all comments and then do not understand why the preview is missing some, or in some cases many, of the comments.   ... View more

Ability to call Chorus Rest API to work select by process model.  If a UserID has access to several deployed solutions, there is no way to limit work accept to 'change' work select privileges to queues.  Having options on Rest API call to single out which process model to get work would eliminate the need for one user to have multiple signons per deployed solution. ... View more

Provide for the ability to record text and images in a single place (e.g. worksheet) to record the information used in the human thought process in arriving at a decision e.g. Claims assessment.  The following are the key requirements: The ‘worksheet’ must be able to include text and images e.g. a screen capture of a section of a document. Note that most documents are many pages long so its essential that key parts can be extracted and included in this worksheet The ‘worksheet’ is a living a document but must have the ability to lock down previously captured sections of text and images at key stages e.g. when they decide to contact the client. The ‘worksheet’ should automatically record the person, the time and date each update is made and present the information in chronological order The ‘worksheet’ should be laid out in sections e.g. a template with sections for specific text and images. The ‘worksheet’ and sections of the 'worksheet' must be access controlled.   ... View more