Clients need the ability to list enclosures using their descriptions and not just their names.  See attached EnclosureList.mp4 file for more information.  More details from the client that this enhancement request is raised for: SS&C Financial Services is currently upgrading to 21.2 and moving from EnCorr to Communications. For testing, AWD version 21.2.1.7 was used with: AWDCommunicationsWordAdd-In version 2.5.1 DocumentRenderer version 2.3 Proceed workitem via Chrome On EnCorr, the enclosure list always shows their ‘description’ but the enclosure list on Communication always shows the enclosure ‘name’. For example, the enclosure name = ‘EQTAddReqInformationForm’. The description = ‘Additional Required Information Form’. • EnCorr - the letter will print ‘Additional Required Information Form’. • Communication - the letter will print ‘EQTAddReqInformationForm’. ... View more

Blueprism Interact Forms only supports the upload of one file per field. This will function most of the time if the user is required to only attach one or two files. However, if many supporting documents are required to be uploaded, current workaround is to request user to perform an extra step of archiving the files. As such, it will be good to have forms to be able to upload multiple files at one time, as what other form based solution can do. ... View more

When cloning an item from a transaction, we currently have the option to link the newly cloned transaction to the case and bring over LOB’s but there is no option to also bring over the sources from that transaction.    You may argue that the source is already in the case however we may not be linking this item to the case.  It may go to a different department or business unit for further processing, sending out correspondence, etc. and we don’t want to confuse the processor or spend time having to figure out what needs to be looked at.  We often link the sources directly to the transaction in this case even if it’s already link to other transactions.   Furthermore, we have instances where many sources need to be attached which is time consuming.  The case that prompted this enhancement was that 22 statements needed to be sent to a client and the processor needed to find and link all 22 manually.  I will admit that the processor didn’t know they could drag and drop the sources which is less time consuming than manually linking them so they did learn something new in the process. In either case, it’s still time spent doing something that could be automated and more streamlined. It’s not going to a huge time saving or money saving enhancement, but it is a nice to have from an associate standpoint.   Therefore, it would be nice to have a checkbox in that same area on the cloning screen to be able to include the attached sources of the transaction you are cloning to the new transaction you are creating. ... View more

Currently in the new processor if a comment box is popped out to another window and the work item is closed those comments stay open.  There is a fear that the processor will open another item and think those comments from the previous item are the item they are working on currently. So the ask is that when comments are popped out for a Work item when that work item is closed out that the comment pop out window also be closed for that item. ... View more

Clients want to run a lookup or report by selected LOB that will bring back results of all Classic or Dynamic Forms on portal that call for the selected dataname.  This would ultimately be a cross-reference utility, like what is being created for UX Builder.     When a change is being applied to an LOB dataname, clients don't always have visibility in what other processes are calling in Forms that use the same dataname.  This cross reference lookup would identify those forms, allowing the clients to see if they need to make changes on the forms.    I have attached a screenshot showing the xref table in UX Builder as an example. ... View more

When can we expect the implementation of full scale AI in Blue Prism, allowing users to simply write prompts and have the system automatically generate the workflow? Several other RPA tools have already integrated this feature into their core products, and we are eager to see similar functionalities in Blue Prism. ... View more

Within the Blue Prism application itself, whenever you switch between tabs (studio, control, etc.), the UI resets to the system default. Filters are removed, folders are collapsed/expanded, etc. Requesting that the user selections be changed only by the user.  So if I go to control room, filter my workstations for active only, then go to system to check my environment variable, when I go back to control room, the workstations should still be filtered. This should apply to all UI interface items. ... View more

Hi Team, We need another enhancement to add the existing Training Data from one DFD/Document Type to another DFD/Document Type. Use Case: We have gone live with one process consisting of US Invoices which have around 15 fields in DFD and is stable (Currently getting 87% accuracy), now we are extending the process to Asia Pac & Europe region for which we will create a new DFD & Document type which will have existing 15 fields with additional 10 fields. We need to add the existing training data of 15fields to the new 25 fields, wherein system should automatically capture 15 fields and rest 10 new fields should be taught. ... View more

I'm currently trying to query data from a SQL server and store it to a collection. Blue Prism fails the query, stating:  Can't convert System.Guid to a Blue Prism data type. Please either natively convert System.Guid to System.String, or add a new Data Item type in the editor to support this field. ... View more

Possibility to monitor and change variables in Code Stages during debugging in interface. ... View more

The table operations options in UX builder need extending so that the add, edit and delete can all be chosen independently. Particularly, the need to edit and add without the option to delete is going to be a common requirement for customers. ... View more

Currently conditional content relies on variable or LOB data to select content.  Our clients need an option to let the user select content from a list presented in Word that is driven by conditional content rules. Alternately providing a simple list of content to choose from fulfills the need. ... View more

We sometime miss the warning status in control room as we are unable to filter by it, it would be useful to be able to filter by this status ... View more

There is no limit to how much user or workflow (BA,WT,Status/Queue etc) that can be entered into Chorus which results in large databases.  Allow for an easy way to identify data no longer being used that could be triggered for deletion for long serving clients. ... View more

Integrate search into design  -  enhance design studio functionality and allow searches to be incorporated into design without having to  rely on SP and search forms being developed. Having flexibility to  incorporate in process search will reduce the time  and effort to complete design, ensure  that SP syntax is controlled and inline with standards.  Currently we are utilizing  in process search where base on criteria results are returned and displayed  to user to review and take necessary actions. Example of in process search are providing  users a quick view of other work in system that they will need to consider when working on current work item. - Account search -  search  for work pertaining to specific account - Outstanding work search -  search for outstanding work for specific team            - NIGO Bundling search – search for outstanding work for specific broker/ advisor – allowing associates who are performing callout to address multiple pieces of work in one reach out Thank you ... View more

Concern is that a reply can be made to comments at different dates/times, so a reply can be missed by business users for day to day processing.  Options are to either: 1. create a resource so that we can give specific users access to be able to REPLY OR 2. add in the Reply Filter in Comments  ... View more

Hi All, Good day. I am currently using the attached file to get BOT Actual and Planned Utilization. The idea is I am manually plotting all processes running in one Runtime Resource so I can easily check schedules and overlaps. Next is I am plotting the actual allotted time for each process to know Actual Utilization then I will plot planned allotted time for process currently in development to know Planned Utilization. I would like to know if Blue Prism has dashboards that can display the following: 1. Digital worker capacity planning base on the planned processes and current running processes 2. Digital worker for actual utilization Regards, Jared ... View more

The usability of the scheduler entry will be more appropriate if we are able to change the order of the tasks ... View more