Audit is becoming more of a challenge all the time and they are asking for detailed logs for every thing we do. One of our biggest problems is setting up of user ids and removing of access. We like to use the clone tool to grant and remove access by cloning against preformated "profile ids" . This saves us huge amounts of time in setting up access, anywhere from 10-15 min per id. The issue is there does not appear to be audit tracing on what is added and removed when the Clone ID is used. We would like to request improved logging to show what accesses (roles, security groups, User privileges get added and removed during the cloning of Id process) thank you ... View more

​ I would like to have a menu setting that can be used to disable/enable the 'Don't log parameters on this stage' option for the selected stages/all stages - similar to the options for the log levels. ... View more

Use Case:  We have automations against the Epic EHR application.  They claim to NEVER have any downtimes, but they often had "silent pauses", or somesuch, which seem to be just as disruptive to our processes. Idea: Have a 'Pause' option, alongside the 'Request Stop' option.  The 'Pause' option would have a start and stop DateTime parameter.  When executed, the Process, upon reaching the Stop/Stop Time check would hold until the Pause parameters expired.  The exact mechanics in the Process could be addressed in a couple of different ways. So, rather than a full Stop/Restart, the Process is able to pick back up where it left off. ... View more

There are already ideas for centrally managing licenses. Additionally it would be nice to have one central management view on all RR regardless to what environment they are connected.  Another idea, related to the one above, is to have the possibility to change configuration of the RR. This might be connection definitions and LoginService configuration.  If one central control room for all RR in all environments is not feasible in near future, it would be still nice to be able to configure RR at least central within one environment. ... View more

Currently (at least for v6.9) a BP environment is basically identified by the connection name. The connection name is a free text that can be changed anytime.  When working with multiple teams in multiple environments it is important to exactly know what environment we are working in and talking about.  Avoiding ambiguous names like 'My BP 123', 'old/new BP', ... might be avoided to some degree with naming conventions and using scripts instead of manual configuration.  But still, changing the name of the connection or keeping the name but changing port, can lead to confusion. It would be nice to have the possibility to specify a name to identify a BP instance / environment and that is stored in the DB. This can the be displayed in the client. This name could also be added during archiving and reduces the risk of corrupting the target archiving structure.  ... View more

Currently, Chorus Document Automation is administered via a stand-alone website.  I would like to see this website become a Chorus Workspace that is accessed using the same user ID/password as Chorus BPM. ... View more

Currently the only way to access Doc Splitter is to use the Action Menu option. As it is often part of the flow within a process, it would be ideal to have the same feature available as a button on the form of a work item ... View more

​Ability to put some icons or colors to the procesess or VBOs. Yes we have the ability to put processes or VBOS to the groups, but put there some colors or icons can help even further to see the statuses of the process/VBOs, or help to distinquisch some additional connenction among the Process/VBOs base on colors/icons. Same could apply to the Groups ​ ... View more

Currently the maximum limit of tabs (i.e. documents that can be opened inside the CV) is set to 15.  The initial thought was to optimize the performance when processing attachments in runtime prior to us introducing the node clustering feature in HTML CV 1.4.1 to support higher volume of transactions. We currently do not have an option to change the max no. of attachments that can be opened.  Comment from PS team:- Document Splitter (based on the same Snowbound Virtual Viewer code) does allow the number of tabs to be varied. This was at the explicit request of Lincoln Financial, who partially funded that effort. BUT, IMO many more than 15 tabs quickly becomes unmanageable from a user perspective. I believe that the count of "15" was directly ported from the desktop CV code. ... View more

We are currently storing a lot of detail around the emails ingested by Capture in the Chorus database (AWD061/62/63) but there is no current mechanism to display this information holistically within the Chorus Portal. This means that the data are currently only available by SQL query (the GetCapturedEmail operation oh the AWD Email Service returns info from those audit tables, but only for a single email at a time). The main use case here would be an indicator of "failed" emails so that remedial action could be taken. I think the view would just need to be a filterable, pageable tabular list of ingested emails. ... View more

It would be a great enhancement if we could have the ability to select the number of aborts we can release by data selection or amount. Right now you can only select all or one at the time and when we have some type of error that result in a lot of aborts it can cause the system to slow down.  ... View more

I love that Chorus BPM 22.2 includes the ability to deprecate unused Presentation Flows, Automation Services, and Sampling Services.  Can this deprecate capability please be added for the Processes and UX Services? ... View more

the idea is to be able to run the selected task in the scheduler without having to change it in the head scheduler window example: existing schedule has 4 task, I would like to run 3 task (run now) currently this cannot be accomplished by clicking run now - you have to modify the entire schedule and then you have to restore schedule to factory settings after start desired task going further, there can be several machines in the schedule and if you want to run only one because the rest are running and this one had a termination, you can't do that either I am currently working on BP version 6.10.1 ... View more

When printing letters we need the functionality to mimic what we have available in Deferred print EnCorr.  After initiating the print, we need the ability to go the physical printer and unlock the job so that it does not interfere with any current jobs being printed.  Currently it prints right away which can mix the letters with other jobs being printed. ... View more

BPO needs the ability to sort Deferred letters needing printed by Business Area versus Client.  Client is shared across BA's to take advantage of Conditional Content and reduce the amount of Content and Composition stored.  Using CDOC maybe the object id could be stored/presented by BA. ... View more

The Chorus RENDEZVOUS is a scheduled BATCH process that attempts to link Sources to Transactions.  Sometimes there is a timing issue, and the sources are not available when RENDEZVOUS is running.   Can Chorus be updated to re-attempt to link orphaned sources, using the same Rendezvous rules? One solution would be to use an event such as a Chorus Form being opened by a user. ... View more

Also there is no way to clear the errored email from the screen so you do not know if it was resolved until you locate the original work object. In many cases the issue is a malformed email address, we built a service that attempts to prevent it but it is not 100% accurate so items still fall through the cracks. ... View more

Currently, the views of owned cases by teams or team members is limited to 10 cases per page (with the ability to page through).  Would like to see this increased to at least 50. ... View more

This currently takes us much longer to do development than what would be the norm.  Data Source names to be sorted, especially when you have maybe 80-100 variables to be mapped. Please reference screen shots below for specific example from T. Rowe Price. For the example “RDS NONFINANCL Process” There are 4 PF flows that are used to set variables and pass as input into automated Service to generate a letter: PF RDS NONFINANCL - Core Processing Step PF RDS NONFINANCL - Complex Processing Step PF RDS NONFINANCL - InfoBack Processing Step PF RDS NONFINANCL - InfoBack Complex Processing Step   Focus on “Core Processing Step” for now as this module sets a variety of variables, based on the letter type selected and entered by the business.  These variables will be passed to an automated service used to generate a communications letter.   Here is a screen shot of the Data Name output variables being passed from ‘PF RDS NONFINANCL – Core Processing Step’    ... View more