With the unlocker tool moving from Utilities to the Management Console, users are now by User ID rather than name. I would like to request that the username be added back to the user field and that sorting be enabled by name. ... View more

Currently, when you use Doc Splitter to create multiple attachments (or sub-documents) that are saved as TIF images.   Clients would like a setting added that gives you a choice of what default format the split documents will be saved as:  PDF or TIFF While there is the feature in HTML CV to export these files as a .pdf, clients don't want to have to export the document and then import it back into Chorus and link it to the original work item. Clients that have their own archiving repositories sometimes can only load images in PDF format, thus making the Doc Splitter TIFF images unviewable.     ... View more

Current subprocess upon import to Chorus where there is an existing subprocess with a different version, a new version number will be added on the destination environment. Scenario1: For example, exporting from Dev1 with subprocess A version3. Imported to Dev2 that already has subprocess A version3 (however, it’s different design details than version3 from Dev1) A new version of subprocess A version 4 will be added. This may cause issues with the client as they are not sure which one is the correct version unless they manually check it one by one from their imported process flow. -It may be useful to have a notification upon import that there is already an existing subprocess with the same name and version and that a new version number XX will be created.  Or Scenario2: For example, exporting from Dev1 with subprocess A version6. Imported to Dev2 that already has subprocess A but only version1-2. After imported, subprocess A version6 will became subprocess A version3 (v3) on Dev2 (destination environment). The user will need to reselect the subprocess version with a prefix ‘v’ and the latest version. -It may be useful to have a notification upon import to a user that this workflow contains subprocesses with the same name/ version on this environment, please recheck/reselect the version before deployment.  ... View more

To enhance the Quality element of the Communications process it would be helpful to be able to allow a secondary reviewer of a Letter, the ability to amend the enclosures associated to the letter and then view the output again before passing. Currently when this has been attempted in GIDS UK a new letter is created and data values lost. ... View more

All client letters defer printing.  Our mail center prints the deferred letters throughout the day.  We've had questions about when a letter was printed because the postage date did not match the date the letter was generated. Please add a column to document delivery showing the date / time the letter was sent for printing. ... View more

Radio button controls in UX Builder currently require static value lists to be defined manually. If field value definitions (FVDs) already exist in the Admin workspace, these cannot be leveraged — resulting in redundant maintenance and inconsistency risks. The proposed idea is to enable radio button controls to dynamically reference FVDs from the Admin workspace. This enhancement will help in simplifying ongoing maintenance and reduce redundant data entry. ... View more

Hello Community. Please can I suggest that Capture is updated to allow more functionality when it comes to building processes with multiple branches and decisions points? It would be useful for Capture to allow a decision point to have multiple incoming connections (from both other decision points and branches) and allow branches to connect to other branches (not only to a new decision point).  Just this simple functional update would make the app much more user friendly and open up more doors for greater usage with more complex automation proposals. Thanks. Chris ... View more

HTML Content Viewer doesn't have the shortcut key like applet CV, e.g. Shortcut to jump to the corresponding document F1-F4, CTRL 1-9, CTRL Scroll to zoom in/out.     ... View more

Hello, On our project we maintain some Processes that work 'sequentially' for entire month, and when a new month begins, they start a new cycle. Now let's imagine we want to deploy a new release, taking effect in the next month not to corrupt current outcomes. Then we have to remember to do it. If there are more deployments to recall, it starts to be complex. I suggest to consider some delayed deployment, so an admin can import a release / Process / Object, selecting the time when it takes effect. Then nothing to remember, just it will take effect itself. Regards, Pawel ... View more

Can Communications be enhanced to capture and display the delivery instruction information on the .html source that is created in Communications?   Currently, the .html source created in Communications only displays the body of the email.  Clients would like to see the following fields on the .html source From email address To email address CC email address (could be multiple addresses) Time & Date Email was sent Subject Having this information on the .html source is valuable for clients in terms of research, auditing and for the call center associates to truly understand where an email was sent. ... View more

There could be a redaction tool to both the Smart Vision and Region spy modes. Adding a tool to scrub out or cover areas of the screenshots would enable more sharing of code as it’ll be far safer to protect personal information. The screenshots I think are bitmaps and should be fairly easy to implement. A lot of cases I’ve found you get to certain points with automations where you must use live data and the only way I’ve been able to do any sort of redaction in the past is by covering with the Notes app or even screenshotting the desktop and then using the screenshot in paint 3D to redact and then identify elements we need to surface automate with the redacted screenshot. We can redact any personal information in the other spy modes by deleting out the window text etc so figured it’d be worth having in these modes as well if possible. ... View more

Add a Find & Replace option to the studio when wanting to replace text in data items or the text in a calculation etc. You currently have to do this manually by searching for text and clicking search to navigate to each part of the process which contains the text searched which can be time consuming. If we had the option to see where the text exists in bulk and select what we wanted to be replaced with the new text in one go.    ... View more

I would like to be notified via email or through a centralized location where we can quickly check for updates when a revised version of a VBO is released. Going through the VBO release notes PDF manually is very time-consuming and increases the possibilities of omission or oversight. VBOs can behave differently depending on the version. So, it is important for me to know if the VBO I am trying to use is the latest version. ... View more

Currently the 'table' component in UX Builder does not allow you to configure 'pagination'. Use case: Data is retrieved from an API which contains 000's or 0000's of records the user only has the ability to either filter or scroll. Scrolling to the bottom could take a very long time ... View more

In the Chorus Design View, when users open any process, service, or workflow, the search bar should support wildcard searches using characters like * or % before, after, or around the search text. For example, searching: %PAR% %PAR *PAR* *PAR Should return matching models like: Annuity New Business PAR Manual Annuity New Business PAR Review This behavior aligns with how users naturally expect to search—especially when they only remember partial names of models. Business Value: Wildcard search improves user efficiency and discoverability of models, reducing time spent navigating large model lists and enhancing overall user experience in Chorus Design View. ... View more

Users have mentioned that instead of X icon, if Remove word can be displayed, next to the uploaded document. They mentioned that X confuses user into thinking that that particular document didn't get uploaded. Screenshot attached: ... View more

We used to be able to add file uploader through an area control through the embedded mode but that functionality apparently has been removed. I would like to have this ability's added back in. Also this still shows in the documentation that Embedded mode is still an option (Chorus 25.1 Form Design Pg 67). According to what I've been told the only option to have file uploader added is now only through the button not the area control, so I'm submitting the ideation to have this added back in through the area control. Thanks! ... View more

With the new version of Operational Analytics there is a button that will allow for the export of an page and all reports contained therein to a PDF file. This is functionality that our clients have wanted for a very long time. The downside is that the reports do not dynamically resize to fit the amount of data within the report. If there is a report that you need to scroll to see all of the records it would be exceedingly helpful if when exporting to PDF the report automatically expands to show the entire contents of the report instead of the current behavior which seems to be taking a screenshot of the page.  ... View more

Clients often drag and drop sources from multiple locations and find it difficult to confirm if the relationship was successful beyond the first one. Example:  Client clones 20 work objects and must relate sources from other transactions in addition to creating new sources.  They are unable to see a count of child sources to confirm everything related as expected unless they manually expand. This is also beneficial when relating transactions to cases and cases to folders. ... View more