Client (English)
Please post all ideas that concern the DocuWare client in this forum.
124 results found
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Edit web form during multiple steps of a workflow before submitting to a merge form
For example on an Employee Injury Report form it would be nice for the employee to fill the top half of the form and then submit it to step 2 where a manager finishes filling out the form by utilizing the form itself and not a task dialog (no signature box is available in a task dialog). Then the form is submitted to a merge form which formats all the data into a pdf.
Currently you cant sign a form in multiple steps like this without using a stamp. This makes the workflow look very rudimentary.
8 votes -
keywords in forms and workflows
Ability to have KEYWORD field type in forms and workflows.
Also the table field types!! consistency between cabinet fields and forms and workflows would be great!8 votes -
report folder
indexing by category that opens up as a report.
like 5+ day reports by teams, by project number.8 votes -
Accounting people want to type dollar amount without DOT ("."). We had this on 6.0 but not 6.9.
Accounting people used to type dollar amount without "." (DOT). For example, 12345 will show as $123.45. Old 6.0 version had this but not 6.9. Is it easy to turn this function back on? Thanks.
8 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Forms: collums with calculation
With 7.9 tables were integrated into Forms. Unfortunately, calculations are not possible within the table.
E.g. an order is sent:
2 chairs cost €12.99 and the customer has to enter €25.98 as the total cost in the last column and this is not entered automatically.This would significantly help with orders/billing and many other things
7 votes -
Add "Assume Blank = 0" Option to Form Field Calculations
The new form field calculation is great, but I immediately ran into a snag implementing it on a PO form. I wanted to include line item totals for each line based on Quantity and Unit price fields filled in earlier, and then a PO Total field that adds together all line item totals.
The line item totals worked great. But the PO total doesn't fill in until every single line is filled in. Most POs this customer store only fill in the first one or two lines, so I can't create a PO Total field that's visible on the form.…
7 votes -
In Merge Form Designer include "Wrap Text" and "Vertical Alignment" to text fields
There is no option to wrap text or align text vertically in Merge Form Designer, it would be very useful to include this feature.
7 votes -
Form behaviors - nested filter so AND and OR can be used in filter simulations
Please add the ability to nest searches in behaviors. The filter should work like an Auto Index filter where you can group a bunch of or statements together with a single AND statement.
7 votes -
Provide the ability to save progress of a docuware form
Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms
7 votes -
Multi Person/Stop forms
Sometimes forms need to be filled by multiple parties and it would be nice to be able to accomplish this simply in the form filler interface instead of having to build a workflow to fill in the remainder of the form.
6 votes -
Conditional forms merge based on values entered by user
Choose to fill a form or not based on values entered by user. Example: onboarding for a multi state HR department. If the user works in Illinois only the Illinois state tax form is filled and stored, the other states are not filled nor stored.
6 votes -
Create a data record from a form
I use forms as a down and dirty data collection tool. I don't necessarily need to keep the form I just want the data. I also have a case where I have a merge form and one of the merge forms is a blank page that I use for the data record. The problem with this is that I can't just double click on the data record in search results to edit it I have to edit indexes. It would be nice if there was a third option with forms for create data record. Or in Merge forms have an…
6 votes -
allow the size of WebForm attachments to be increased
please allow the size of attachments to web forms to increased. Right now the size limit for attachments is 20 MB. We have a couple departments who are attaching larger reconciliation reports, so far up to 36 MB. It would be nice to increase that when needed to at least 50 MB.
6 votes -
Retain original file format in merge forms
For example if you use a word doc as the document to accept merge data into then store as a word doc and not convert to a pdf. Thereby enabling edit capability going forward.
6 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Multi-Selection in Drop-Down menus
Add ability to choose multiple options also in drop-down menu.
5 votes -
Allow numeric select lists to index numeric data types in forms
In forms, you can not index a numeric field from a dropdown. This I am sure is for data integrity. The problem with this is that I have an external select list with a local data connector to my accounting database that has a column with an int data type. It recognizes it when I use it for an autoindex. Forms however do not recognize it. For my purposes, a quick solution would be to simply allow a numeric form field to be linked to a multi-column select list. That is what I am trying to do anyway. At DocuWorld…
5 votes -
the ability to link index fields on a form before the form is completed
Sometimes there is already data in Docuware that should be visual on a form, I'm thinking of a work order, for example. If you could generate the form where the customer data or the work order is already filled in, then that is very clear to the user who then has to fill in the work order with, for example, the materials used or hours worked.
Now you can only folder this after the form is linked back in Docuware.5 votes -
Pre-fill E-Form Values From An Existing DocuWare Record
It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…
5 votes -
public form security
Public Form protection from bots.
Public Form is very useful but it gives us a bit of unease to use it. it would be super if there would be some security preventive measures that is in place to protect the system when the form is open to public
5 votes -
Configurable Output and Indexing settings for each Attach File field
Make it possible to store file attachments separately, instead of always clipping them to the main form(s). For example, in a W-9 Vendor Signup form, we may prompt the vendor to attach their Certificate of Liability Insurance. Instead of clipping this attachment to the W-9 form, we would like to store this document separately with a document type of "Certificate of Liability Insurance".
Currently, every attachment for every File Attach field gets clipped to the Web Form or to EVERY merged form that is configured. This is rarely the desired behavior and results in duplicate documents.
Instead, being able to…
5 votes
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