171 results found
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Duplicate a step (including substeps) in a Workflow
Duplicate a step (including substeps) in a Workflow. When I need to add another review, it would be nice to copy the previous review step with all of its substeps in the existing Workflow.
15 votes -
Proposal to Update Default Watcher Assignment in Workflows
Current Challenge:
The current workflow automatically assigns all participants as watchers on every task. This approach results in excessive and often irrelevant notifications, creating unnecessary noise and reducing overall efficiency.
Proposed Change:
Update the default behavior so that no watchers are automatically assigned to tasks. Instead, individuals can opt in by adding themselves as watchers for tasks they wish to monitor.
Result:
Reduce notification overload for team members.
Improve focus by ensuring only relevant updates are received.
Empower users to control their level of engagement with specific tasks.5 votes -
Multiple owner
Ability to tag multiple owners for a task
3 votes -
Add a “Requests by Assignee” view to dashboards
Add a “Requests by Assignee” view to dashboards, showing who is assigned or approving each request, rather than who raised it. This helps track ownership and progress more effectively.
2 votes -
Enable editing of key fields directly within the Plan module, including fields such as Depends On, Status, and Cur
Currently, these fields cannot be edited inline and require opening each individual item. This slows down workflow management and makes bulk updates or quick adjustments inefficient. Allowing inline editing would improve usability, speed up resourcing and timeline changes, and reduce administrative effort when managing multiple tasks.
2 votes -
Ability to copy a work request as a template (regardless of status)
Its time consuming to have to complete the same fields in the same form from scratch everytime, for recurrent similar tasks.
I want to be able to copy pervious work requests (regardless of status) to be used as a template to avoid duplicating field completion. I can see a "copy" button on WR's until the point they are accepted, then it disappears. I want to be able to do this on any WR regardless of their status.
5 votes -
List View
I prefer the "list view" when i'm in "attachments" or viewing the content tab. would sure like a way for my "List view" preference to stick instead of changing to the the "tile view" every time i toggle in and out of the workflow.
3 votes -
Make it possible to save different pieces of content in the same task to unique DAM locations.
We often add design elements to a task that will result in a new piece of content being created. The design elements should be located in a separate folder in the DAM from the finished asset. For example, two headshots will be added to a final graphic. The headshots have a unique location in the DAM, and the final graphic has a unique location. Right now, it is a one size fits all strategy. Within a task, all content is saved to the same folder in the DAM. Can it be made possible to save content in the same task…
10 votes -
Add Scroll Bar to Top Across UI
A scroll bar at the top of all pages in the UI would be extremely helpful. We recently submitted a ticket, 1803945, because columns were hidden but it was not clearly noticeable. To view the restore button in the recycle bin, it required scrolling 5x to the bottom of the page, then scrolling right. An example for the DAM is when needing multiple columns to view metadata. When viewing a large volume of assets, you have to scroll to the bottom of the page and then scroll to the right, then scroll back up to view metadata. It is time…
4 votes -
Add a save drafts / auto-save feature
Add a save drafts / auto-save feature in the Request module and comment fields, so users don’t lose updates or notes if they can’t complete them in one go. Currently, auto-refreshes can cause comments to disappear, so this would prevent data loss.
1 vote -
Improve CMP Task Experience with asset Expiry Date & DAM Notification
Background / Current Behavior:
The customer has reported that within CMP tasks, there is no trigger or notice to add the expiry date before completing the task. Additionally, there is no pop-up message indicating that the asset will not be sent to the DAM. This can lead to confusion and a poor customer experience.Requested Improvement / Feature:
Introduce a clear trigger or notice within the CMP task to prompt users to add the expiry date before completion.
Implement a pop-up message to alert users when an asset will not be sent to the DAM.Customer Impact:
Without these prompts,…2 votes -
Add Review Option to Submitted Work Requests
Currently, when a user submits a request, the only available actions are Accept or Decline. This creates a gap in the workflow because there is no way to indicate that a request has been accepted but is still being evaluated or queued for setup.
We need an additional status, such as “Review” or “In Review,” that can be applied after a request is submitted. This status should be visible to both internal users and the requestor, so the requestor understands that their submission is actively being reviewed and has not been ignored.
From an internal workflow perspective, this status would…
2 votes -
Name and ID
CMP Graph.
We need to combine CMP assets results with Episerver search items. However, due to an issue in the CMP result set, the filter Id and Name values are coming in separate arrays, and the values do not align correctly.
Currently, the facets response returns only the Name and Count fields. The Id field should also be included in the CMP facet filters response so that each facet value can be uniquely identified.
The facet name counts are not consistent. When we apply a WHERE clause filter, the facet counts change unexpectedly. The facet name counts should remain consistent…
2 votes -
Request: Add AND/OR Logic to Routing Rules
Current Limitation:
Routing rules only support AND logic. This significantly restricts flexibility because complex conditions require multiple separate rules instead of being combined into one.
Impact:
Increases setup time and complexity.
Makes routing logic less efficient and harder to maintain.Proposed Enhancement:
Introduce AND/OR logic within a single routing rule. This will allow more advanced conditional logic without creating multiple redundant rules, improving efficiency and scalability.
3 votes -
Column Width Expansion in Plan View
In plan view, when you have expanded a column to be able to view the column title, it would be great if it could stay that way in a saved view.
3 votes -
Strip out HTML formatting in reports
When reports are generated from free format fields collected from Work Requests the text includes the HTML formatting code.
This is unnecessary and should be stripped out before the report is displayed to the user.1 vote -
Placement of helper text for fields in work request forms
The helper text for fields in a work request form should be possible to place also directly below the field name and not only after the input field. You want to read the instructions first and then choose your option. E.g. if you have a radio button field with many options to choose from, the helper text is shown after all the options and you might not see it.
2 votes -
Ability to associate assets a task to be inherited / assigned to loaded assets.
I want to assign related assets to the images and videos I upload. These assets are already in the Library, but they are important to be linked to the new files as they concern the legal agreements which relate to the usage of the images and videos.
Currently the Related Tab only includes Milestones, Tasks, Activities or Campaigns.
1 vote -
Improve search engine results please
We've received feedback that the search functionality in Plan feels quite limited and does not return expected results. For instance, searching for 'news article creation' brings up anything containing 'creation' rather than prioritising the full phrase. While using quotation marks improves accuracy, users don’t expect to rely on such techniques in modern web searches. Given the advanced AI capabilities within the CMP, the current search experience feels surprisingly restrictive. Most users expect intuitive search that works with natural language inputs.
Can you update me on whether this is on your roadmap please.
15 votes -
Disable expiry date notifications for archived assets
Whether at the organisation level or the asset level, there should be a way to disable notifications for asset expiry dates when the asset has been expired.
5 votes
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