Client (English)
Please post all ideas that concern the DocuWare client in this forum.
196 results found
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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 -
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 -
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 -
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.
6 votes -
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 -
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 -
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.18 votes -
Create new document in Workflow
I would like the ability to create a new document within an existing workflow.
For example, I have a document going through the workflow to highlight user error.
We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.
I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.
The document "Credit Note.pdf" would be added to the merge forms section in forms.
Please see attached.
8 votes -
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 -
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
4 votes -
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 -
Workflow Tasks - Notification Sound on Arrival
Would be great to have the option for a Windows Notification when a workflow step arrives.
Direct request from a client, and I thought it worthy enough to submit.
Thanks!
1 vote -
workflow email list
In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query
1 vote -
Allow progress to be saved on a workflow task
It would be nice to be able to save work on a workflow task for completion at a later time.
For instance, when filling out GL account information on an invoice with a lot of line items, it would be nice to be able to save the progress to be completed later. Let's say I have an invoice with 50 line items that all need to be coded to a different account. Maybe I get to line 30 and need to go to a meeting. There isn't any way to save my progress so I can finish later.
1 vote -
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 -
Conditional Formatting when Assigning.
For example:
I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.
I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc
1 vote -
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 -
Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks
When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.
4 votes -
Add a print option to the DocuWare Workflow
Add a print option to the DocuWare Workflow so that they can be viewed in PDF format. This would be ideal for process mapping.
3 votes -
Remove authentication prompt when testing workflows
It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.
1 vote
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