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Workflow

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Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.
Guest about 1 year ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

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 over 1 year ago in Workflow 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 6 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 8 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

PO CO Workflow

There are no workflow options available for PO COs.
Victoria Edenfield Hurd 2 months ago in Contracts and Procurement Workflow / PO CO, POCO, Purchase Order Change Order / Purchase Orders 1 Planned

Should be able to open Expenses or Bills in new Tab

You Should be able to open Expenses or Bills, Timecards etc in new tab. Can make changes and then go back to your list and make more changes
Guest 6 months ago in Workflow 5 Already exists

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl about 1 year ago in Contracts and Procurement Workflow / Work Orders 0 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 over 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

Ability to have feature and project based workflows

It would be helpful to use both feature and project-based workflows at the same time. For example, I have one project our of 125 that I would like to use a certain workflow for, but the rest would use the feature workflows I have set up. It would ...
Guest 3 months ago in Contracts and Procurement Workflow 1 Planned

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly about 1 year ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration