Admin User - Auto ID populate for Password reset

Brian_Hesse · ‎23-05-22

Password Resets: To reset a user’s password we must verify their id is enabled on the User screen before going to the Reset Password screen. When Reset Password is selected under Related Info, populate the user id in the User ID section on this screen. The ID is currently populated when other options under Related Info is selected and the Reset Password option should behave the same way.

Brian_Hesse · ‎23-05-22

User Administration: User Info – more info via Admin to show when an ID logs in and logs out. This would be particularly useful now that we’re all WFH.

Brian_Hesse · ‎23-05-22

Ability to code get work based on LOB values such as specific dealers. Another workflow system has a user coding screen that basically has a drop down that has the ability to add parameters to define their work selects and one of the parameters is the Dealer value, as an example.

Brian_Hesse · ‎23-05-22

User Administration: User Info – more info via Admin to show when an ID logs in and logs out. This would be particularly useful now that we’re all WFH.

Brian_Hesse · ‎23-05-22

Admin – User Availability Status - I wish the Admin interface would add a status designation of “No Access” to classify users that are no longer valid user [terminated or different position] which automatically removes all security, privileges, and experience levels.

Brian_Hesse · ‎23-05-22

Ability to code users for primary queue. Work can be same Unitcd/worktype but across multiple queues. IF user coded for: Unitcd = fundco Worktype = purchase Queue = processing and quality Currently user would then get the work based on FIFO or priorities. But there should be a way to get and finish all the work in the Processing queue first and then Quality. Without having to code and recode at user or role level

Brian_Hesse · ‎23-05-22

Add SSO (Single sign-on)

Brian_Hesse · ‎23-05-22

Make “Update User Status” accessible from Processor Workspace – This function is the only reason we need to train the vast majority of our reps on AWD Portal Classic / AWD Administration. If it was accessible from Processor Workspace, we could eliminate that portion of training altogether.

Brian_Hesse · ‎23-05-22

An easy way to get data OUT of the tool. I.E. streaming or something of the sort so we can do reporting from a central source outside of AWD as an example

Brian_Hesse · ‎23-05-22

We (and our Risk team) would like an audit trail to report on AWD process flow changes. We need to know who made an update, when, and what was changed.

Brian_Hesse · ‎23-05-22

We need a ‘single modern’ AWD Form Designer. Currently we are having multiple Form Designers in AWD where features found in one are not available in another. It would be good to have all the features in a single form designer which would make it feature complete.

Brian_Hesse · ‎23-05-22

Have the ability to have work automatically unlock or reinstate the ability to give user access to management to unlock work – we hear about this often that late in the day a user will be gone and locked to item and then we have to submit a ticket to AWD customer center for item to be unlocked. User may had some issues during the day that locked them to item and they did not know about it until we are doing end of day validation process for checks mostly

Brian_Hesse · ‎23-05-22

Easier service integration with Chorus

Brian_Hesse · ‎23-05-22

Rules Integration – I would like to see a toolset, like Drools, embedded into the AWD UI. I would like to define “Rule Automation Services” that invoke those rules. It should all be integrated into the user experience, and give the appearance that AWD process development implements the ability to administrate complex rules.

Brian_Hesse · ‎23-05-22

We need a ‘birds-eye view’ of which Processes, Automation Services and Presentation Services are being used, so that it would very helpful to know if workflows are not being ever traversed through, which will allow us to retire and simplify our ‘code base’. It will be easier for us to navigate and maintain the flows when it gets more and more complex.

Brian_Hesse · ‎23-05-22

The Rule Automation Services should be able to be modified outside the processes that consume them, just like automation services. Perhaps this would be administrated separately from process administration.

Brian_Hesse · ‎23-05-22

Create auto loop function available in services and press flows: • A separate function, where a user could drag over the loop function and pass it an array. • Then it would iterate through the array until it got to the last item. • Other operations in the function could be like Continue and Break. • Continue would move on to the next item in the array and break would break out of the loop • Tangent thought to that would be to allow for creating a variable which is an array type and allow for building arrays ourselves, rather than having to rely on arrays from web service responses.

Brian_Hesse · ‎23-05-22

Automated Workflow-to-Process Conversion – We literally have several thousand workflows that have been built over time. It will take forever to go through business process modernization initiatives to rewrite or replace these, and therefore it will take a long time until these business processes can benefit from the AWD Process automation capabilities. Sure there are Interop Services, but it will become unwieldy to manage full automation through this capability. What I would like to see is a tool that works something like this: 1. Select a BA/WT 2. Automatically reverse engineer all the status routing steps and UIs 3. Select a target BA/WT 4. Auto draw a process that depicts the original workflow (yes, I know there are hurdles and things to deal with here, but I have some suggestions) 5. Allow the admin to deploy the new process a. Optional – Inherit Permissions form the original workflow b. Replace BA/WT/STAT fields and Update button with Next Step

Brian_Hesse · ‎23-05-22

The goal of this project was to develop a SOAP web service that could be called from within AWD's Design Studio that would create AWD Case Management cases and tasks. This was originally developed for use with sales demonstrations; and, once clients showed enough interest in Case Management, it was decided to make the module available. The standalone CaseMgmtUtility.war file provides a SOAP web service interface. Actions including createCase, addTaskToCase, and AssignTask were implemented with appropriate parameters to call the AWD baseline REST services used by the Case Management user interface (UI) to create cases and tasks. Parameters are read from the AWD Admin Console Configuration Settings Table (WM7U999S) to provide the appropriate logic to use the B2B authorization filter for making the REST service calls. On the list with other API enhancements, tentatively planned for 22.2 (but may not quite make it into the release). (NATHAN)

Brian_Hesse · ‎23-05-22

Javascript has been created to allow an administrator to make every row that is populated in a table control, to be referenced as a hyperlink. The end user experience allows the processor to quickly launch the presented item to perform updates if their privileges are aligned properly. We do have a lot of enhancements planned for the Table element in the UX Builder for 22.2. (CLARA) @Clara Rosaline Raj This sounds like something we should support in Data Tables. Can you please review this capability with the Consulting team to see if we should support it? I have seen this demo once , Karen had showed use back while we were understanding the custom code usage. This definitely will be implemented in UX Builder - however what I'm not sure of is - if it will be implemented in 22.2 time frame. This would require launching a work item on a click - something like launching a Work item card from the App. Integrating the existing Chorus components with UX Builder is in the road map - I don;t know if it will make it in 22.2 [CR2] @Clara Rosaline Raj I'd ask you to think about this more generically. Sure, sometimes people would want to link to a work item. But more generally, this implies that tables need to have links or buttons that enable you to open a detailed view of that row (in a modal or page). [JG3] Ability to select a row in a table and trigger an action - is part of the road map for 22.2 ( we did not have modals in the plan - but we could consider that ) . But this specific custom code - opens a chorus work item ( render the form associated to it) . which as of now is not part of 22.2 ... [CR4] This will be part of the Table element enhancements - i had mentioned for 'Enahnced Table Widget' point in this document [CR5]

SS&C Blue Prism Community

Admin User - Auto ID populate for Password reset

Admin User - Track user metrics

Admin User -Work Select based on LOB values

Reporting (Users) - Track user logon/logoff metrics

User - Deactivate User - status - "No Access"

Work Select - Code users for primary queues

Document Automation - SSO (Single sign-on)

Admin User - Make update user status accessible in Processor workspace

Operational Analytics - data export stream

Process Design - Audit Trail on changes

Form Design - One Form Designer

User Admin - User unlocking work

Connectors - Service Design - Easier service integration

Rules - Rules UI integration

Design Studio - Catalog cross-used services

Rules - Modify outside a process

Functions - Create auto loop function

Process Intelligence - Move from workflow to process easier

APIs as Functions - CaseMgmtUtility integration

Data Tables - Launch Instance From List

Mini-Patches

Resource PC initialization function

Modular Platform

Enable placing an action on top of a line between ...

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