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We have commissioned a client-facing portal which is being built using the UX Builder and it has been noted that there is no option for a user to log out of the system. We would like to have the option to add a "Logout" button or link to every page in the system so that users can terminate their session as required.
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We have commissioned a client-facing portal which is being built using the UX Builder and we require more complex client-side validation than is currently possible. For example, if the user were to enter a policy inception date (PID), a policy expiry date (PED), a claim event date (CED) and an insured date of birth (IDB) then we would want to validate that the IDB was prior to the PID, that the PID was prior to the CED, that the CED was prior to the PED. We would also want to check that the IDB did not make the insured person impossibly old or too young to have a policy. These dates are just one example of client-side validation that exceeds simple data typing - we would like to see configurable complex validation rules in the UXB, some of which will depend on mixed data types (e.g. if _this_ dropdown have value "A" then _this_ amount must not be zero).
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From the Processor tab, the BA WT Status search is part of base functionality. Currently, the results are not displaying consistently. Usually the oldest work item is displayed first, but not always. The problem for my Users is that older work items should be worked first. When some older items are found lower on the list it may impact SLA. I created a ticket and was informed the search results are displaying as designed with no order by. My request is to add a sort option on the results page for ascending or descending in base searches. May be used for sorting dates, policy #, etc.
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Currently, When we select inbox option in interact form [ version 4.7]- Auto mail is getting delivered . there is no option to customize this email. i am looking for this feature to add in interact form so that our business partner can receive customized mail. BP ticket reference - 297330
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The request would be to add screenshot (full-screen and within a specific pixel range) to one of the existing Core Functionality VBOs. It seems to me that it could fit in either the Utility - Environments (where you can obtain the screen resolution), or in the Utility - General. We, as I think it true of most customers, have a custom object that covers this, but it seems like a fairly basic action. I would love to be able to get rid of one more custom object. Thanks, Red
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Users have ability to suspend BUT they can use the suspend feature to take work out of quality by Suspending and then having an activate status that wakes up in a different queue. Essentially bypassing quality. We would like the suspension feature to have additional access to restrict the activation status option or ability to add an activation status as addtional resource. Thank you
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This idea is related to feedback received by our executive staff regarding the HUB/Interact authentication landing page. Users are finding the authentication landing screen confusing specifically the picture of the doorway. In many cases, we have been advised that users were unsure where they landed and if they were in the correct website for Interact. We would like the ability to add branding to clearly communicate that the site is for HUB/Interact and allow customer/company branding to prevent user confusion.
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The comment section in the comment bubble window is not able to be expanded when entering your comments, resulting in only being able to read a sliver of the notes you are typing.
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Currently, actions in Studio are auto-named in the format VBO::Action, such as "Utility - Date and Time Manipulation::Format Date". However, it is less readable, especially when multiple actions from the same VBO are used in the same process. All actions appear similar at first glance. By changing the auto-naming convention to Action::VBO, for e.g., "Format Date::Utility - Date and Time Manipulation", actions would become more distinguishable with minimal effort. This reversal ensures that the most relevant detail (the action name) is displayed first, reducing friction when scanning through multiple actions in Process Studio.
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Add visual markers or color-coded highlights in the timeline to indicate where filter-triggering events occur, enabling users to quickly identify and navigate to these critical points without manual scanning. Without this feature: currently Users have to manually review each timeline to locate trigger events, leading to inefficiencies, missed insights, and reduced satisfaction with the tool. Goal: enable faster and more accurate identification of filtered events, improving user experience, boosting adoption, and accelerating decision-making.
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Introduce functionality to filter timeline events based on designated points, allowing users to view only events that occur before or after a specified event (e.g., show the journey after a letter X is issued). Without this feature: users face difficulties isolating relevant parts of the timeline for analysis, leading to slower insights, increased manual effort, and a less efficient user experience.
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While working on a process and object, when a user puts any new item onto a page, the stage font and size always is set to be Segoe UI with 10 pts. Typically, to change this you could select all and set a new font and size. What would be GREAT is to be able to set this default font and size somewhere in studio settings so that you would not have to constantly set it within a process or object when working.
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We have commissioned a client-facing portal to give our clients the ability to log cases in our Chorus system and a requirement has been raised by a client who has seen the suggested solution demonstrated: they require that when they have created or updated a case in the portal they can then generate a summary of all the details they have entered and the documents they have uploaded. They would like the summary to be in the form of a PDF that they could then download and store in their own system. Ideally the summary would be generated on user request.
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Now a days data extraction from a web page or web table is very easy by all other RPA tools. It is available separately in all the tools. I have raised it earlier as well to add similar kind of feature in BP. Now the way BP is extracting data from web page or web table, it's very very difficult. As I see there are lot of feature being added in recent version, please consider this one. Data scrapping is a missing feature in Blue Prism. Blue Prism Enterprise v7
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Allow the user to select font, font size, and font color in Processor Workspace view history. Our clients complain the current text color is too light and small to read easily.
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There is no option to undo in classic forms on Chorus. Please can we have an undo "Ctrl z" functionality? This will save time when creating forms and be a HUGE help for the overall user experience. Every time the users move something by mistake they can't easily take it back, leading to a lot of frustration as this action is common in most applications, especially design. Although the UX builder is coming there are still a substantial amount of historical forms designed in classic thus this feature is still required for small changes in a lot of businesses, and shouldn't be overlooked due to the UX builder.
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Currently, in Decipher there is no option to see the submitted batches, which can be helpful for what the user has verified and helps to understand if there is any mistake done by the verification user.
There should be a tab available in Decipher with all the submitted batches and once we click on the particular batch it should show the data as like the Data Verification screen with 3 panels for that batch with Page overview, fields, and mapped/verified data. The batches should be grouped with that specific unique identifies for the template as like if it is Purchase Order then it should have to group with the Document Type and then if the multiple PO templates from customer 'ABC' then batches has to be grouped with that customer name with the timeline of the batch.
From this we can achieve the machine learning capability of the Decipher to train that particular document type and update the way of document training through verification.
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Suggest improvements to Interact: Please make it possible to add line breaks to paragraphs in the Interact form and freely set the font type and size.
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With Search forms and potentially and Chorus form designed for work processing whether UXBuilder, Dynamic Forms, or Traditional forms the ability to denote a one of these are required. My thought on implementation would be to contain the fields within a group box and mark the box with a css class of oneOfThese. There could be multiple group boxes with independent oneOfThese markers. This was implemented as custom javascript on a Search form that required a hidden text input that was marked required that the custom javascript managed inputting/clearing to get the Search button enabled/disabled appropriately.
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As part of accessibility standards, users navigating by keyboard (using the tab key) should be able to move sequentially from left to right and top to bottom through the focusable elements on a page. They should also be able to see the tab focus. Tabbing in Processor does not meet this standard. Users should be able to start at the Workspace menu and tab across (to User profile) and down (through function cards Worklist, Search, Create et cetera, and Quick Creates), then tab through their open cards and minimized cards.
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