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198 results found

  1. Add show/hide button for hiding error connection lines in the workflow designer just like timeouts

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  2. Allow creation of global variables from the assign data window

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  3. 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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  4. Add the ability to select checkboxes on a fillable document through the workflow

    For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.

    7 votes
    1 comment  ·  Workflow  ·  Admin →
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  5. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    14 votes
    0 comments  ·  Workflow  ·  Admin →
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  6. 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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  7. Workflow: Remove active instances immediately from Tasks if User is removed from a Role

    Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.

    6 votes
    0 comments  ·  Workflow  ·  Admin →
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  8. Change yellow color on worfklow

    Yellow is worthless in a workflow, which means we are even more limited on color choices. Please either give us more color choices, or change yellow to something darker like Orange, that can be read when stamped on a doc in the workflow. Yellow just cannot be seen at all.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  9. Workflow Section Comments

    It would be nice to have a comment tool in Workflow where you could draw colored boxes around groups of activity blocks and add tool tips to the blocks that describes what that section of the workflow is doing.

    3 votes
    0 comments  ·  Workflow  ·  Admin →
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  10. 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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  11. 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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  12. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    6 votes
    1 comment  ·  Workflow  ·  Admin →
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  13. Manage folders in workflow tasks

    Our users really look forward to being able to organise their taskslist with folders on their web client, check the mockup attached

    1 vote
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  14. You need to be able to assign a specific SENDER email address within a workflow

    When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:

    AP invoice workflow send emails from AP@MYCOMPANY.COM
    Order workflow sends emails from ORDERS@MYCOMPANY.COM

    These should be selectable IN THE WORKFLOW

    10 votes
    3 comments  ·  Workflow  ·  Admin →
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  15. 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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  16. Download activity in workflow. Similar to emailing the document

    We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.

    Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.

    10 votes
    0 comments  ·  Workflow  ·  Admin →
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  17. Add SMTP send configuration option to point to a specific workflow instead of all workflows

    Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.

    13 votes
    0 comments  ·  Workflow  ·  Admin →
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  18. Select a sender when I send an e-mail through workflow activity

    At the work flow when there is an activity with an e-mail, I can send the e-mail to differents addressee but if I want to change the sender or select the sender who have to send the e-mail it's impossible, isn't it, because always choose the sender from e-mail service, and as I see always have to be the same, so please how can I change the sender when I program to send an e-mail through activity from the workfrow. I think it will be very interesting to have the oportunity to select the sender because not always the e.-mail…

    18 votes
    5 comments  ·  Workflow  ·  Admin →
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  19. Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps

    Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  20. Pull user's first and last names from their account.

    With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.

    3 votes
    0 comments  ·  Workflow  ·  Admin →
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