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Workflow

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Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 26 days ago in Workflow 0 Future consideration

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic 15 days ago in Workflow 3 Needs review

Missed Workflow Initiation Alert or Report

Users entering many purchase orders or invoices can easily forget to initiate the workflow, which then holds up the approval process without anyone being actively aware. The only way to catch this currently is if someone happens to go back into th...
Jessica Whyde 2 months ago in Workflow 2 Future consideration

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith 19 days ago in Workflow 0 Needs review

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker about 2 months ago in Workflow 0 Needs review

Workflow complete alert

It would be nice if the person that initiated the workflow was given some type of an alert to show when item has been either moved further on in the work flow, accepted or rejected.
Guest 3 months ago in Workflow 1 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler 4 months ago in Workflow 1 Needs review

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest 20 days ago in Workflow 1 Needs review

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest 5 months ago in Workflow 0 Needs review

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo about 2 months ago in Workflow 0 Needs review