Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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Workflow Section Comments
It would be nice to have a comment tool in Workflow where you could draw colored boxes around groups of activity blocks and add tool tips to the blocks that describes what that section of the workflow is doing.
3 votes -
allow workflow administrators to retry errors for all tasks at once.
Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.
2 votes -
Clip documents within a workflow
currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document
13 votes -
Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps
Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.
1 vote -
Automatic positioning of workflow stamps from the end of the document/page
Currently, when a workflow stamps is configured to be placed on the document automatically when processing a step, the stamp is positioned in the first clear area big enough from the top left corner of the document.
This often leads to documents being stamped next to the address... it would be more natural to position the stamp at the first clear area from the bottom of the document.
There should be a configuration in the stamp to allow for automatic stamping "from the end of the first page" or "from the end of the document" or "from the top of…
1 vote -
Add an error message for a worflow while a document is open
Currently, When a document is open in research and it's running in a workflow, the workflow don't update the data because the document is locked. We would like to know if you can change this in a future update by adding a error message to avoid the task will be in general error or by stopping the workflow when he encounter this situation.
1 vote -
calculate rows in table fields in a workflow
I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.
5 votes -
Pull user's first and last names from their account.
With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.
3 votes -
Roles (List) - Arithmetic expression roles
Allow the ability to group two role variables into a role list variable.
Ie.
Single Role Variables
Manager - GVMANAGER
Director - GVDIRECTORList Role Variable
Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)Then allow the workflow to Assign this new role.
2 votes -
Add the option to select a merge form to send from the email task
When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.
1 voteThank 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.
This seems to be more a configuration issue as this could be already done today.
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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 -
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 -
Download activity in workflow. Similar to emailing the document
We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.
Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.9 votes -
Display Workflow Users Assigned to a Group via a Role
Currently if I have a workflow task and I create a field in the dialog that is set to user of a group and multi-select and I have specified a group for the task assignment to display a list of users. I have found that if the group contains a role that the members of the role do not display in the list of user for the workflow field defined as user of a group. Only the individual users assigned to the group NOT the users assigned to the Role that is listed as a member of the group are…
3 votes -
2 votes
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You need to be able to assign a specific SENDER email address within a workflow
When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:
AP invoice workflow send emails from AP@MYCOMPANY.COM
Order workflow sends emails from ORDERS@MYCOMPANY.COMThese should be selectable IN THE WORKFLOW
10 votes -
3 votes
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Workflow - Allow Operators in Filtering
I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.
7 votes -
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 -
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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