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CCH Software User Documentation

CCH Workflow - Known Issues

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CCH Workflow - Known Issues

Last update: 2 July 2025

Date Raised ITS Description Workaround ( If applicable) Scheduled / Resolved
30/06/2025 68299 Poor Workflow homepage performance   TBD
17/04/2025 68254 Workflow Management Console > Workflow Service (Realtime) , does not work   2025.1 SP
18/12/2024 68183 Workflow launcher only works on Clients - not contacts   TBD
01/08/2024 68106 View Properties box freezes   TBD
22/02/2024 67963 What causes the message 'Workflow Service - 2023_1 Coordinator Slow' in the Workflow Console   TBD
05/12/2023 67902 When you change the contact type of a client, workflows on it are removed/deleted   2025.2
01/12/2023 66474 Convert Smart Report to PDF - Unspec Workflow Owner   TBD
24/08/2022 66382 Temp Workflow tasks where the user to use the Select option  missing underlying Notes XML data Workaround: Complete task from workflow homepage control TBD
22/06/2022   The email body can encounter display/alignment issues and images may be missing when using either the 'Create email from document or Covert document to email' workflow activities   TBD
22/06/2022   With the use of the 'Create Email from Document' and 'Convert Doc to Email' activities, where a document is sent as an attachment to the client, the resulting email stored in CCH Document Management appears as a draft email, instead of a sent email. None - The state (draft/sent) of the email stored in Document Management does not reflect the email transmittal status (unsent/sent or delivered).  The Workflow system will convert the document to a file type of msg where the SMTP providers respond with an outcome to indicate a sent without bounce back or error status.  Where any response is received that indicates that the email was not sent (or is undelivered where available), the workflow system proceeds down the 'Fail' outcome and does not convert the target document to an Email. TBD

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