Dynamic Forms - Unable to invoke a presentation flow on click of a custom button on dynamic form I think this is more of a backlog item than an issue. We're trying to figure out if there's a way to invoke a different presentation flow on click of a custom button on dynamic form. Business Scenario: For example, we're trying to setup Pension for a customer and we do have different presentation flows which take care of each of the details capturing i.e., first presentation flow to capture Personal info, second presentation flow to capture Risk Details, third to capture Quote details and so on. Towards the end, we would like to show a summary of what all have been captured in the previous presentation flows (dynamic forms) and provide an Edit button at each section for the CSR to be able to go back to the relevant presentation flow for these specific section to be edited. Edit button, here would be a custom button and we would like to understand how this can be achieved using dynamic forms. Incident Number - INC0556959 Client - AI4 Process Ltd. Chorus Componenet - Dynamic Form Client Environment - Dev ... View more

The ability to finalize a Revisable Object in Chorus BPM should be configurable to extend the currently implemented conversion to TIFF to other formats including PDF. ... View more

Create utiilty to enable import of an excel (*.csv) formatted spreadsheet from Processor workspace. UX screen will need to enable mapping of columns to Chorus BPM data fields with options to include/exclude column. Need to include a preview that states what will happen (i.e. 27 new UNIT - WRKT transactions will be created with the following data fields ACCT, SSNO, AMT, etc.) Each row will create new transaction (Case or Transaction) in Chorus BPM and they will execute the related process flow.  This utility will enable sunset of some RIP feeds and enable rapid ingestion of data into the system that is currently locked in Excel spreadsheets. ... View more

Chorus Customer Care Ticket:  CS0011514 Need the ability to sort or put in alphabetical order variables, inputs or outputs in a configuration role. ... View more

In Doc split, there is an option to assign a newly created work item to a user. However, if the new work item is associated with a process that runs an automated service as the first step, the new item will not assign to the selected user because the SYSTEM id gets the assignment in order to run the service. Somehow Doc Split needs to handle this, as right now it gives the false impression this will work. The purpose for running the service is to create a relationship between the newly created item and the case object where doc split was activated, because there is no option to attach the newly created work item to that case. If that option were available, then the need to run the service (in this instance) would not be needed, and then the assign feature would work. ... View more

Take away the restriction of having to choose the version of a sub process that is invoked. Add an option for "latest deployed version"  Will reduce the need to redeploy process models when a new sub process has been deployed. ... View more

Hello Team, I've feedback for BPU and PDF guides. There are many courses on BPU that just shows slides of the PDF guide (e.g. BPC courses) A course should be video material with dynamic components, voice-overs, graphics, and charts to explain the tool and concept easily. Just having PDF guides broken into chapters and having it as a course does not sound to me like a good idea.  If it is just a PDF/Slideshow for a user to read then he/she can simply read the PDF guide outside of BPU. We have many interactive video courses as well e.g Decipher Training, Blue Prism Foundation Training, etc. on BPU which are great. My point here is we should have a clear delineation between video courses and PDF guides and it should not be mixed up on BPU. All SCORM video courses should be on BPU. All the PDF guides are on a separate portal. ... 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

Client has a need to split a doc and create several separate docs from one doc, then create a specific work item for each of the new docs. Currently you must select the work type for each doc created. It would be nice to be able to designate the work type name to be created that would apply to all. For example, if a doc is split into ten new docs, and i want all ten to have a new work item created called INVOICE, I can select that work type once, and ten items are created, each with one of the ten source attached. ... View more

SS&C Corporate Policy dictates that email accounts used by applications (such as Capture) must only be accessed by a Domain Service Account vs directly being accessed by the email account username and password.  SS&C has asked the BPO to implement this with Capture by 2023.    The pursuit of this ask for SS&C is twofold:   One:  It is more secure and provides a better audit policy to have a single service account that can access multiple mailboxes rather than multiple active domain accounts needed to support each account individually.   Two:  As SS&C and more clients move to using Microsoft Exchange Online, the ability to have a single licensed user (the service account) able to access multiple mailboxes results in reduced costs for Office365/Exchange Online licensing fees.     Currently Capture does not support using a single account to access multiple mailboxes.  The login and email address are 1:1.  This enhancement requests is asking for a development change to Chorus Capture to allow a single login the ability to access multiple mailboxes.     ... View more

Remove the need for sessions and session replication and make the application server stateless. ... View more

TA Portal Quality screen needs better formatting. Error Code Selections should be a list box or Check boxes with multiple columns. Also allowing for descriptions to be added to Errors to display so users can intuitively select the appropriate codes not leverage an outside reference. Here’s an example of how bad it looks because we have screen-field level error codes ... View more

It would be nice to have a Predictor (i.e. which will give a drop down of Options containing the eligible LOB field/Variable – for Example If we type ‘RO’ It should give the Variables/LOB fields which start with that).  This would be very beneficial when developing as we have to currently wade through the complete list of LOB fields/Variables/Inputs/outputs to map what we need. ... View more

Allow security to be driven by Work Step in a Process – When defining a process, it is very easy for management to see the user tasks, and think in terms of ‘who should work items in that step.’ It would be very beneficial if work types associated to processes were governed by a security paradigm that was based on the step, as opposed to BA/WT/STAT/QUEUE ... View more

Broader data privacy, data transfer terms to accommodate more regions than adding them on country by country basis. ... View more

Data Formatting: Add a bank of regular expressions for use instead of having to google it.  So we drag in the expression for formatting this to a phone number and then do the function. ... View more

Identify additional portions of the product which can be a self service for customers like us. ... 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