Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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add a configurable stamp activity to Workflow Designer
Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.
21 votes -
Allow Wildcard (*) Searching in Workflow Task Form Field Select List
When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.
This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.
19 votes -
Create a "document object" variable in Workflow
I would like to add document in a workflow task and store it in a particular file cabinet.
Other idea could be to manage this feature via DocuWare Form.
- validate the task to certify tha the link to the form on workflow task is been executed (and document stored via Form)
- allow the choice to split on DocuWare Form, the registration from its attached.2 votes -
Send Request should show on document when sent
Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.
At the moment you can't see easily that a request is running on a document if there was no response to the request yet.
7 votes -
I suggest that you provide the ability to change and save the wording in the Subject and Text fields of the Send Request Command.
Have the ability to allow users to save wording in the Subject and text fields on the Send Request command. This can will give some rationalization for user/groups and flexibility to there responsibilities.
1 voteThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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desktop notification
A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.
4 votes -
Trigger workflows from the contextual menu
Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.
2 votes -
Allow field masks in Workflow Form Fields for all data types
Allow field mask in Workflow Form fields
3 votes -
Make tasks "read" only when the image is opened
Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.
Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.
2 votes -
Add TLS encryption to e-mails sent from workflows
If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.
3 votes -
Index value fields
Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.
Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.
File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
"can be empty", "new entry"1 vote -
Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.
We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...
2 votes -
Workflow Controller tasks in separate tabs, please
In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.
3 votes -
Data in Form fields from different source
The ability to pull data into fields on a form from another datasource.
Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.
12 votes -
Improve keyword string splitting mechanism
When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.
You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.
Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...
You should add the possibility, in the data assignations inside the…
18 votes -
give workflow designers the ability to customize font styles in workflow tasks
It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.
2 votes -
Workflow E-Mail function don´t use the concatenated docname
When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.
It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.
When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.
The problem is that I want…
8 votes -
Sending several documents in an email (workflow)
The email to workflow allows us to attach a single document.
It would be interesting to be able to attach several documents in the same email.
12 votes -
add keyboard short to confirm task
I'm surprised that you can't confirm a task without using the mouse. Customers confirm a lot invoices everyday and don't wanna use the mouse every time.
15 votes -
Integrate DocuWare's Out of Office setting with Exchange
It would make the jobs of both users and workflow controllers easier if the Out of Office setting in DocuWare could match a user's Out of Office settings in Exchange/Outlook
8 votes
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