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189 results found

  1. Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths

    It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.

    6 votes

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  2. Workflow Manual Reassigns - Capture Email Message in Addition to Subject

    This comes directly from a client, and he claims that this is quite important to him. So, it's also very important to me.

    In the workflow history when someone manually reassigns a task and chooses to have an email sent only the Subject is captured. In our case the message was quite important and not having it in the history caused quite the bad situation.

    Can we get the Message added to the workflow history for the reassign, too?

    Thanks!

    1 vote

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  3. Add workflow activity to run scripts or exe.

    It would be nice if there were a workflow activity that allows a script or exe to be called along with the ability to provide parameters. This could be very powerful and would provide more options for integrations.

    1 vote

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  4. Add translations to workflow actions/buttons to support multinational companies

    I have an existing customer who is looking to expand their usage of the system to include users in different countries.
    As such they would like the workflow actions to reflect their language.
    At the moment the only way I can see to do this is to include the translations of each language on the button but this doesn't work because there are too many characters.
    What would be good is if the locale of the user was used to select the translation of the label so that it would support a greater number of users in a multinational company.

    3 votes

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  5. Add page count as a condition variable in Workflow Designer

    We would like to be able to have documents of certain page counts flow to different trays via the workflow. Currently, you can not select page count in a condition box as a system variable or user defined variable.

    1 vote

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  6. allow html email notifications

    The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.

    8 votes

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  7. Allow Wildcards for Filtering in Monitor Tasks

    This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.

    Thanks!

    3 votes

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  8. 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 you

    4 votes

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  9. 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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  10. 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

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  11. Add option or Out of Office

    Have the ability in Out of Office to HOLD a task and not have it transferred to the next person when Out of Office is turned on.

    1 vote

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  12. Add translations to workflow actions/buttons to support multinational companies

    I have an existing customer who is looking to expand their usage of the system to include users in different countries.
    As such they would like the workflow actions to reflect their language.
    At the moment the only way I can see to do this is to include the translations of each language on the button but this doesn't work because there are too many characters.
    What would be good is if the locale of the user was used to select the translation of the label so that it would support a greater number of users in a multinational company.

    1 vote

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  13. 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

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  14. 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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  15. Allow Workflow Controllers to Move an Item to A Different Node in The Workflow

    Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future

    5 votes

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  16. Improve Testing and Add Unit Tests to Workflow

    Allow us to create saved unit tests for the workflow system.
    That way we can press a button to see if any modifications broke anything in the system.

    Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.

    5 votes

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  17. A public or personal stamp can make a decision on a workflow task

    It would be ideal if the created stamps could be linked in the tasks of a workflow to make decisions.

    1 vote

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  18. Right-Click "Open Document in File Cabinet" for Workflow Tasks

    It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.

    5 votes

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  19. Add feature for user to suspend a workflow item at a task activity

    Add option for an end user to suspend a workflow task activity for a configurable amount of time. Sometimes you know a task cannot be acted upon immediately for whatever reason - it takes a week to get processed docs back from a third party for example.

    1 vote

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  20. POP-UP Notification

    In addition to E-mail notifications I would like to suggest a pop-up notification using desktop apps letting the users know that they have tasks pending.
    E-Mails seem to get lost and don't continually prompt a user to complete their task. Or users might not have access to E-Mail. This should be on option people can mute or turn off.

    16 votes

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