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  1. Code documents that have already been checked out in a different color.

    Code documents that have already been checked out in a different color. This uses a visual to save a step/click on every document.

    35 votes
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      3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • Visibility of the workflow document when openning the linked documents

      The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.

      32 votes
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        Added to Ideas Backlog  ·  4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
      • Open Workflow Task from a Search/Result List

        Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity

        26 votes
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          5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
        • Report Module

          Add a Report Module with capabilities to create customized reports based into Workflow History.

          25 votes
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            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • multiple fields in email notifications

            We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.

            16 votes
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              1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow Wildcard (*) Searching in Workflow Task Form Field Select List

              When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.

              This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.

              13 votes
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                1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • Set notifications preferences

                It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
                1. send me a mail for each task
                2. send me a mail once a day
                3. send me a mail once a week

                13 votes
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                  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • Stamp Restriction

                  Enabling Stamp restrictions not just to file cabinet but also to certain Tasklist would allow for a work flow to stay conistant withou breaking out of the workflow process by Stamping something "Entered" for example before it should be. Such as being stamped entered before the document has been approved or verified.

                  13 votes
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                    Added to Ideas Backlog  ·  4 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • change/hide workflow history tabs

                    It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs

                    12 votes
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                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • Improve keyword string splitting mechanism

                      When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.

                      You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.

                      Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...

                      You should add the possibility, in the data assignations inside the…

                      11 votes
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                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • Export Tasks as CSV

                        Just like you can export a csv from a result list, it would be nice to export your workflow tasks as a csv

                        10 votes
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                          1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • Stamping multiple documents in a single step be restored to the web client

                          Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client

                          10 votes
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                            1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • workflow copy objects in workflow.

                            you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.

                            8 votes
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                              0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow the use of multi column select list in task decisions,

                              It would be great to be able to use the data in an existing field narrow down the available selection of a list via a multi column select list

                              7 votes
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                                2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Data in Form fields from different source

                                The ability to pull data into fields on a form from another datasource.

                                Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.

                                7 votes
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                                  2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • Calendar Invite for workflow

                                  We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.

                                  7 votes
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                                    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Be able to assign Stamps to only be availalbe for particular Task Lists.

                                    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

                                    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

                                    7 votes
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                                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add the ability to run workflows on web baskets

                                      Since web baskets are technically cabinets in the background, I'd like the ability to run workflows on them. For example, I'd like to run a deletion workflow at the end of each week on some of the baskets to purge the remaining documents that users didn't delete when they were finished.

                                      7 votes
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                                        1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Stamps need too many clicks

                                        When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.

                                        7 votes
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                                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Edit Index Entries in Workflow Engine

                                          The workflow engine task list has no option for "edit index entries".
                                          The workaround has been to create options as workflow steps for the user to re-index, but that's a very manual process and feels clunky.
                                          The option to edit index entries right from the task list would alleviate this.

                                          6 votes
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                                            1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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