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Status Not Planned
Categories Documents
Created by Guest
Created on Jul 3, 2019

RELATED IDEAS

Show draft/unpublished processes that are using documents

Documents cannot be deleted if they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.

This also makes identifying orphaned documents much harder since there are false positives.

Showing the unpublished processes (along with an indicator) would make this much easier.
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  • Guest
    Reply
    |     Sep 7, 2022
    Great suggestion, I want to delete documents that have been uploaded incorrectly and am unable to as the process is not published. This creates rework as I have to keep the document sitting in my changes until i can remove it.
  • Guest
    Reply
    |     Sep 7, 2022
    Great idea! We can currently view via the Documents List report if the document is unpublished and associated with a process, however we cannot see what the process is. We also cannot view via the Document List. This would be a great improvement as we could see if a document is associated with an unpublished process via the Documents list (within the edit field), like we can if the process is published.
  • Guest
    Reply
    |     Sep 7, 2022
    Yes please! I need to tidy up the library as part of maintenance - I can't tell if a document has been correctly added but its process is still being drafted/worked on. It just needs to have the process name under "Associated Processes" and also say the status ie "draft" or "not yet published"
  • Guest
    Reply
    |     Sep 7, 2022
    Currently one has to print document report to show unpublished process. It would be ideal if the document library can show both published and published linked processes.
  • Guest
    Reply
    |     Sep 7, 2022
    This feature is not planned for in our near term roadmap at this stage, however we'll continue to monitor interest, and update the status of this idea as our plans change.