OpenText Content Manager Community

CM Workflow - Complete Actions - Functionality Enhancement

Sunitha Cataram

With CM23.4 upgrade, we have embedded Workflows in Content Manager. The users have noticed that double-clicking on action completes it and assigned action disappears from the Activities Due-Tray. Users are in habit of double clicking to view the document…
- 4 days ago
- OpenText Content Manager
- Content Manager Ideas
CM Workflow - Increase Character limit on Action Title

Sunitha Cataram

With the 23.4 upgrade, workflows were embedded into Content Manager. We have observed that there is a character limit on the Action Title, and users have limited visibility to view the full Action Title. This limitation affects our ability to see…
- 4 days ago
- OpenText Content Manager
- Content Manager Ideas
Enable User labels to have more than one Parent

ALB

Currently User labels can only have 1 parent label, however it would be good for users to be able to self-organise their groups user labels into their own sorting capability. I.e. I have a group label called Tuna and I might put that into my Fish…
- 1 month ago
- OpenText Content Manager
- Content Manager Ideas
On the right click - be able to put the number of documents you would like to tag.

Angela Derose

You do a search of records and there are thousands of records. Want to tag certain number of documents to copy the indexing fields and paste into an excel spreadsheet. The only option is to right click and tag all the documents which could be too large…
- 2 months ago
- OpenText Content Manager
- Content Manager Ideas
Deploy datasets and Servers without needing to apply datasets through Group policy/install string

ALB

Many people have multiple datasets on a content manager instance and deploying these requires either a custom group policy object to deploy OR using an install string. To lower the TCO for deployment of Content manager, could we have just a server identified…
- 2 months ago
- OpenText Content Manager
- Content Manager Ideas
Ability to change text size for visually impaired users

Vanessa Taylor

Would be helpful to have the option to change font size, the current font size is too small for visually impaired users. Also the text is even smaller when sharing screen in applications eg. Teams to train/assist users
- 2 months ago
- OpenText Content Manager
- Content Manager Ideas
Add Show Records Icon to Home Ribbon in Content Manager

Deanne Jones

Hi , CM23.4 has seen a change in behaviour when accessing Standard Folders within a classification. You can no longer click on a drop down arrow next to the classification heading (see below). Could we please add the 'Show Records' icon to the Home…
- 3 months ago
- OpenText Content Manager
- Content Manager Ideas
Allow CM Admins to "Push" Global Settings to Users

Sten28

When updating Global Settings for CM Users, these settings are not automatically deployed to current CM users. The user must either do a "Get Global", or the CM Admin must set the lockdown style to "no changes", restricting any customisations. For…
- 3 months ago
- OpenText Content Manager
- Content Manager Ideas
When checking documents in via Document Queues, there is no mechanism to count the number of items in the "process..." folder

Ryan Wadleigh

When filing records via a Document Queue (including dropping them directly onto a folder in CM), the system opens a "Process Email in folder" or "Process Documents in folder" window. From there, you can check in the documents/email. But there is no mechanism…
- 3 months ago
- OpenText Content Manager
- Content Manager Ideas
Make "Advanced filter" window freely adjustable

Andreas Holzweißig

The current "Advanced filter" window adjust automatically to input, but only vertically. As our users use many values in their filter, they want to adjust the window horizontally to see more of these values after adding them to the filter. At the moment…
- 4 months ago
- OpenText Content Manager
- Content Manager Ideas
Provide link to record in po-up message

Jacob Polhill

When document hashing is enabled, a pop-up message appears when a user attempts to file a document that is already present in Content Manager. Include a link directly to the record in the message with the record number that you can click on and go right…
- 4 months ago
- OpenText Content Manager
- Content Manager Ideas
Rename 'Desktop Link' to 'Copy Link'

SKV

However, in CM23.4, 'Copy Link' has been renamed a 'Desktop Link' and moved to 'Sent To' context menu which is another one level deeper. 'Send To - Desktop Link' is totally unintuitive and confusing to users. Additionally, by this change there is an extra…
- 4 months ago
- OpenText Content Manager
- Content Manager Ideas
Add Customer Relationship Module

SporkNotAFork

Competitor products have this feature. We would be interested in enhancing Content Manager with this feature. Please consider adding this feature to future versions of Content Manager.
- 4 months ago
- OpenText Content Manager
- Content Manager Ideas
New String Additional Field Type - Replicate Container Value - Allow field data replication based on container value

SporkNotAFork

Option to create a new type of String Field that replicates the container's string value. This would be useful for saved searches, or container content searches so that users aren't imputing data in over and over for values that already exist in higher…
- 4 months ago
- OpenText Content Manager
- Content Manager Ideas
Allow user or administrator to designate default offline records location.

SporkNotAFork

Either during installation or through the client itself (in the Setup Options menu), allow users to set their default offline records location. We understand that there is an option to set it manually during check out - but it would be better to have…
- 5 months ago
- OpenText Content Manager
- Content Manager Ideas
Make Access Controls available to be set for UserLabels

[Scotty] 😬

User Labels have been growing in use and allows the 'Owner' to be set to a broader group. Currently, this allows anyone in the 'Owner' membership to modify items under the label as well as delete the label in its entirety. Funny enough, there are…
- 5 months ago
- OpenText Content Manager
- Content Manager Ideas
Add the ability to modify the default column setup for Consignment Approvals

Ryan Wadleigh

Currently, Content Manager has these items as the default column setup for Consignment Approvals: Consignment, Approver, Date Completed, and Status. However each of our consignments have other fields/details that are not included there, but that are necessary…
- 5 months ago
- OpenText Content Manager
- Content Manager Ideas
Add Relationship type as a field on entry form

Shelley Mac

It would be great to be able to have all relationship types as a field to add to an entry form. For example Alternatively within is a field we can select to add to a record entry form, but we cannot select Supercedes as a field for an entry form. I am…
- 5 months ago
- OpenText Content Manager
- Content Manager Ideas
Add a View Button to WebClient Actions Menu

patti b

Is it possible to add a View button to the Actions menu in WebClient. It's not always intuitive, esp for new users, to click the object icon. If the Action menu is already opened because they clicked the object instead of the icon, it would be great to…
- 6 months ago
- OpenText Content Manager
- Content Manager Ideas
WebClient Panels - Option to make Properties the default

patti b

Would like the functionality to make the Properties tab the primary tab in WebClient. When clicking on a record in WebClient, the Actions tab opens by default, but many users want to see the Properties (similar the View Pane being immediately visible…
- 6 months ago
- OpenText Content Manager
- Content Manager Ideas
Add Redaction to WebClient

patti b

As more and more functionality is being pushed to the WebClient... and more organizations are opting to direct users to the WebClient vs installing (and patching and upgrading) thick clients, it would be very beneficial to have the new redaction features…
- 6 months ago
- OpenText Content Manager
- Content Manager Ideas
File Plan properties: add Behavior for Duplicate Titles

Angela Derose

Would like to see the behavior for duplicate titles on the file plan. A drop down with the following: Display Warning, Ignore, Prevent.
- 7 months ago
- OpenText Content Manager
- Content Manager Ideas
Office Add in for CM 23.4v onwards - Ability to save new document straight into CM instead of needing to save first

Sandy Grosz

Our current version of CM9.4 with the office integrations allows a user to start a new document and save the document as a record into CM from the office integration addin on the ribbon. In CM 23.4 with the newest office integration addin, the user…
- 7 months ago
- OpenText Content Manager
- Content Manager Ideas
CM23.4 - new Offline Records Option to "Always show this Dialog" is off by default, should be enabled by default

Prima2

CM23.4 - New Offline Records Option in the Check-In window "Always show this Dialog" is unchecked by default, should be checked by Default. I understand why there was an enhancement added to allow the user to not see the Check-in window upon Check-in…
- 7 months ago
- OpenText Content Manager
- Content Manager Ideas
Allowing the width of the Notes field to fit the form width

Ed Sturgeon

In our older version of Content Manager (9.1), the Notes field was able to be resized and " Always display full width " would make the field the full width of the form. Now, in our current version (23.4), it does not work. We use this field to describe…
- 7 months ago
- OpenText Content Manager
- Content Manager Ideas

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