Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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add ability to configure radio buttons and select boxes in forms of workflow
Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.
4 votes -
Open Workflow Task from a Search/Result List
Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity
57 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Calendar Invite for workflow
We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.
24 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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merge layers in a workflow
add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.
9 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans. -
Be able to assign Stamps to only be availalbe for particular Task Lists.
Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .
For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.
12 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Store document by drag and drop on workflow task
Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
The only option for now is to append a document to a document in a workflow.
But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
This option is already available in taskmanager but not in workflow manager.7 votesThank you for your idea.
We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
Due Date from Start
It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.
4 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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add Notes pane to workflow task view
The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…
2 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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workflow copy objects in workflow.
you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.
26 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Set notifications preferences
It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
1. send me a mail for each task
2. send me a mail once a day
3. send me a mail once a week30 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Email Notifications - File Cabinet vs Individual Users
Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.
Please allow the ability to set a notification template at the file cabinet level.
Regards,
Bret Messer5 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
4 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Visibility of the workflow document when openning the linked documents
The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.
47 votes -
Code documents that have already been checked out in a different color.
Code documents that have already been checked out in a different color. This uses a visual to save a step/click on every document.
51 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans. -
Add the ability to set a stamps max width/height
Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.
Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.
5 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Allow customization of the workflow documents view per user
Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.
9 votes -
multiple fields in email notifications
We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.
21 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…
3 votesYou can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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Allow more complex conditions for email notification triggers
We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:
Status = "Needs approval" AND
Department = "Accounting" OR Department = "Billing"One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Stamping multiple documents in a single step be restored to the web client
Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client
17 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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