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  1. Allow tables in workflow tasks to be read-only

    Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).

    However, there's no way to have that table be read-only. The task user has the ability to edit the table.

    There should be a read-only option for a table field in the task dialog.

    3 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Within Tasks, Add Conditions To Assign

    Within Tasks, Add Conditions To Assign.

    For example, if Workfield = "Escalate" or Value = Exceeds Value then assign to this person, otherwise continue. etc.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    4 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Include the ability to write to table fields automatically

    Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!

    33 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    Thank 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.

    We would be happy to learn more about the specific use cases you need this feature for. It would be great if you tell us either in the comments or write to us!

  7. version field in task

    Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change trade to non-trade

    When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the ability to archive emails sent via a workflow

    Currently you can send emails via a workflow. It would be nice to be able to archive those emails based on settings saved to the task in the workflow responsible.

    1 vote

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Dynamically Update Workflow tasks assigned to roles

    When a workflow task is assigned to a role, a task is simultaneously generated for every user who is a member of that role. This is problematic because when new colleagues are added to the role, they are unable to see workflow tasks that were created before they joined.

    2 votes

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  11. 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.

    14 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Workflow: Export Active Instances

    On the taskbar within the cloud based version, it'd be great to have the ability to export the active instances in the workflow.

    2 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow Dashboard for Reporting / Monitoring / Analysis

    Provide a dashboard for the workflow that would allow an administrator or department manager the ability to view the status of all the documents in the workflow, see who has the document, how long they have had the document and provide the outputting of a full report on documents in the workflow with this information in a format that would allow the user to review the workflow activity to determine if there are bottlenecks, people not doing their jobs, more accurate tracking of time to process documents, etc.

    85 votes

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    8 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 vote

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  15. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Attachments in Workflow Decisions

    Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.

    6 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

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  19. 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

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  20. 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

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