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189 results found

  1. duplicate workflow decisions

    I often have to create similar workflow decisions, only with a slight change in an index modification (eg. document status). I'd like to have an option to copy/paste my decision inside a workflow task;

    2 votes

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  2. give the opportunity to easily create a link to a workflow task / set of tasks from the web client

    From a task, as a workflow controller or simple user, I would like to get a link that I would share either by email, copy/paste, or Teams.

    2 votes

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  3. Add workflow system variable for date time

    It would be nice if there were a workflow system variable for date time that takes in to account the time zone offset and daylight savings time.

    2 votes

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  4. Be able to send recurring reminders in a workflow task

    Would be nice if we can send recurring reminders in a workflow task until it has been actioned. For example, "send a reminder email every x days".

    2 votes

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  5. Copy Workflow to a new file cabinet

    Would be nice to copy a workflow to a new file cabinet

    2 votes

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  6. fix the workflow designer to recognize when a local data connection has been restored

    First I would like to thank DocuWare for no longer supporting MSSQL versions < 11. I would like to thank DocuWare even more for not letting me know before the update that broke my data connection. Having said that, I got the database updated and the local data connector setup but now all of my workflows that were affected by the data connector being broken need to be fixed. It would be really nice if it would just look and see that oh yeah the data source is there now and use it rather than forcing me to go into…

    2 votes

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  7. Improve error notification in a task activity validation tab.

    The validation tab will give an error if configured incorrectly however if the activity or a field is renamed the validation will break. You can still save the task and publish the workflow without an error notification that the validation is broken. This results in an error when the user tries to confirm the task.

    2 votes

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  8. Workflow engine performance reporting tool

    It would be nice if there were a cloud reporting tool that could analyze workflows for performance issues, long running queries, etc. and provide data on how long tasks are taking to complete behind the scenes. This would provide a good snapshot of what is going on under the hood. Currently any performance data or recommendations must come from support.

    2 votes

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  9. Get email delivery status on mail sent from DocuWare Workflow

    It would be helpful if emails sent from workflow would show the delivery status in workflow history. Currently we can see the recipients but not if the delivery to the recipients was successful.

    2 votes

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  10. Rename confirm button in workflow

    It would be nice if the confirm button in a workflow user task could be renamed. I.E. save, update, route, cancel, remove.

    2 votes

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  11. allow workflow administrators to retry errors for all tasks at once.

    Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.

    2 votes

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  12. Roles (List) - Arithmetic expression roles

    Allow the ability to group two role variables into a role list variable.

    Ie.

    Single Role Variables
    Manager - GVMANAGER
    Director - GV
    DIRECTOR

    List Role Variable
    Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)

    Then allow the workflow to Assign this new role.

    2 votes

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  13. 2 votes

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  14. In the workflow designer allow a workflow to be scheduled if todays date = a date index filed

    In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…

    2 votes

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  15. Display multiple documents in workflow

    It would be very powerful if you can display multiple documents in a workflow, basically the concept of a binder. Currently related documents is the only way to do that which requires toggling back and forth between screens. It is often necessary for an end user to see multiple document types to make a decision in a workflow task (It could even be documents in a different filing cabinet.) Additionally documents may be added to a filing cabinet downstream as part of a business process that need to be viewable in a workflow task.
    The ability to select or filter…

    2 votes

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  16. workflow for multiple cabinets

    Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...

    2 votes

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  17. In a workflow table field entry I would like to set a required field for a specific row.

    In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…

    2 votes

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  18. Flag document if workflow has been stopped or errored

    Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers

    2 votes

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  19. Define reminder dates for tasks based on due dates rather than define due dates by reminder dates

    I frequently have workflows that require tasks to be due by x number of days after an indexed date.
    The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.

    I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.

    If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…

    2 votes

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  20. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes

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