Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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Search for used fields and variables in Workflow Designer
We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…
4 votes -
Make possible to assign a role on the substitution list.
When a Task is assigned to a Role, we want to assign the task to a third user in the case of all the members of the role are out of the office.
Thank you4 votes -
Filter and view unique documents
when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)
The ability to filter/show "different" task would be ideal.
Also the number of pending tasks should always refer to unique tasks.
4 votes -
desktop notification
A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.
4 votes -
add ability to configure radio buttons and select boxes in forms of workflow
Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.
4 votes -
Due Date from Start
It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.
4 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
4 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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Workflow tasks migration
When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.
3 votes -
Add the same buttons in WorkflowTasks than in filecabinet results
Hi,
Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…3 votes -
Global Workflow JSON object variable type
Make it possible to create a JSON object in the workflow, which can be modified (add, modify, delete node) by JSONPath. This can be used to build a JSON string for a webservice request, or be used after a webservice request to copy the response in such a JSON object.
3 votes -
workflow versionning
As an integrator, I waste time managing the different version of DocuWare with Workflow. I would like it to be possible to have a workflow and for it to automatically adapt to the version of the client's desktop apps. Normally with application of this type, a version 1.1 must be able to manage a version 1.0, on DocuWare this basic standard is not on and this wastes a lot of time...
Thank you for reading.
Sincerely
3 votes -
Filter by multiple items in 'Tasks' view
Add way to filter by multiple items in 'Tasks' view, or even allowing search parameters. Currently you can only filter in the 'Tasks' view with one filter per column.
3 votes -
3 votes
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Allow workflows to be viewed between DocuWare versions
As a DocuWare engineer I often go back and forth between different customer exploring workflow issues.
As such I have to re-install DocuWare workflow designer several times a day to avoid the 'mismatch versions' error.I don't want to change the workflow, just view it; couldn't we make that backwards compatible?
3 votes -
Global Workflow-Variables in JSON-Path Queries for Workflow Designer
Make it possible to use workflow-variables in JsonPath to be able to filter Json-Results from webservices dynamically (like in arithmetic statements). At the moment you can only use index-values.
3 votes -
Select a table as required in a workflow task
Currently you can mark fields of a table as required but it allows you to confirm the task without writing any fields, to avoid this you have to validate that the counter of a field in the table is greater than 0. It would be interesting if the tables in the workflow have an option as that table is required and the user has to fill data, thus avoiding having to configure additional validation.
3 votes -
Start workflow if Regex match
This could work with the field condition "Contains", so for example we could start the workflow if FIELD contains <Regex>. This would be great for filtering and it would improve workflow stability because only documents matching the regex definiton would initiate the workflow.
Without this I must start the workflow for every document and then handle the condition logic inside the workflow.
3 votes -
Add workflow version as system index
It would be very helpful for troubleshooting and reprocessing workflow items if the workflow version a document is currently in could be available as a searchable system index. The workflow version is available in the document history but only at a document level.
3 votes -
Add text formatting to workflow tasks
My users want to bold and italicize important text for emphasis within workflow tasks. We currently can't do this. I think adding support for HTML <b> and <i> tags in workflow task Text descriptions could be useful.
3 votes -
3 votes
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