Client (English)
Please post all ideas that concern the DocuWare client in this forum.
33 results found
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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.7 votesThis has been solved years ago.
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Workflow dynamic search (like datatable html5 search input)
Sometimes you can have a many hundreds of tasks in your workflow tab(s) but today you can only sort by ascending/descending collumn.
if you only want to check specific ones with some keywords or strings, just type for example the first letters of the supplier name supplier name and/or the invoice status and the list simply refresh with the query parameters set in the input(s)
You can set a unique search input or an input on top of each column as my screenshot suggest it
That's a pretty common feature when dealing with tables of data and could improve task…
20 votesThis feature will be available with the next update
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Include Link to Task when Reassigning Workflow Item
As a manager in a company with a lot of workflow process I often reassign workflow tasks to my delegates in the web client by using the right click option to "Reassign Task". I really like that this option by default automatically sends an email to my delegate, however that email does not contain a link to the item. For my delegates it would be very useful if the reminder email could include a link to the workflow task that I am reassigning to them.
1 voteThis feature will be available with the next update.
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Workflows: Changes to Workflow creates new list tab
We have workflow lifecycle that runs for about 6 or more months, if there is a problem with the workflow, we correct it, then it creates a new workflow version, leaving the "faulty" workflows in the flawed workflow,
it would be nice to migrate these workflows into the corrected workflow, the other issue it creates same named tabs for each version with active workflows, now we have 6 versions, 6 tabs in the user tasks and no way to distinguish the workflow version, also the user is not able to stop workflow and the workflow docid is not visible at…1 voteThank you for your contribution.
Your idea is available with version 6.11.
See here: http://help.docuware.com/en/#b57865t63027n78693 -
Message Task
Within the Webclient, in the viewer, Create a means where you could send a message with the document link to another docuware user with a short message, almost like a mini user definable workflow as Task. This is not a formalised workflow as in the case of the workflow designer, these are one off type workflows.
1 voteThank you for your contribution.
Your idea is available with version 6.10.
See here: http://help.docuware.com/en/#b57865t62702n78711 -
1 vote
Thank you for your contribution. Your idea has been made available with version 7.1.
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1 vote
Thank you for your contribution. Your idea is already available in the product.
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Select List only in Stamps
In 6.9 the ability to limit entries to Select List only in Stamps was taken away. For example, if you have an Assign To stamp, you cannot limit entries in the stamp to only usernames. Users can now type whatever they like in the Assign To field in the stamp. This could lead to Invoices assigned to 'John' instead of 'JSmith'. This would lead to Invoices dropping out of the workflow.
1 voteThank you for your contribution. Your idea is already available in the product.
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Workflow Manager
If a document is deleted in the middle of a workflow. The docuware system should then delete the Task that is related to that document. Currently that is a manual Task.
9 votesThank you for your contribution.
Your idea is available with version 6.10. -
Delete checked-out documents that have been stapled or clipped.
Currently, checked-out documents are stuck in limbo if you staple or clip them in your tray. When you checkin the merged document to your cabinet, the checked-out documents that are now merged remain checked-out, and you are unable to delete them manually. I would love for the system to somehow identify when checked-out documents have been stapled or clipped, and then delete themselves when the merged document returns to the cabinet. Thank you.
5 votesThank you for your contribution. Your idea is available with one of our latest versions. We added some improvements to checked out documents.
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Advanced sorting in workflow
simple sorting functionality is not working in the task windows - this makes processing extremely difficult.
Fixing simple sorting by a single columns would be very helpful. Additionally, ability to add a secondary sort column would be nice1 voteSorting by one or two colums ist available also for Workflow tasklists. See more information here: http://help.docuware.com/en/#t56654
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4 votes
Your idea is available in the product.
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Add a true purge option (retention policy) on filing cabinet level
Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.4 votesIf I understand this correct, than this is already possible since several versions. You need to set up a deletion workflow in the DocuWare Administration. There you can define a filter which documents should be deleted.
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