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22 results found

  1. Expanding Auto Archive Settings

    It would be helpful for the Auto Archive feature to be configured per status that triggers it, so that there is more granular control over how records get archived.

    For example, despite multiple statuses being able to trigger the archival process, if they must be unarchived, they all get the same status.

    Additionally, it would be helpful to also be able to define when the auto archival process happens. For example, perhaps after a day, week, or month. Being able to define that per status add more flexibility.

    2 votes

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  2. Enable the copy profile option workflow task to work without the copy button being visible

    Currently in order to use the copy profile option in a workflow, the user that triggers the workflow must have access to the copy button under the new menu in the record. This creates extra menus for external users who don't need to see the copy button when the workflow is being run in the background. This should not have to be visible on the record for the user triggering the workflow in order for the workflow to trigger. This is something for all FHLBs.

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