Client (English)
Please post all ideas that concern the DocuWare client in this forum.
190 results found
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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 -
Add SMTP send configuration option to point to a specific workflow instead of all workflows
Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.
11 votes -
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.3 votes -
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 -
In the workflow designer allow a workflow to be scheduled if todays date = a date index filed
In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…
2 votes -
Allow Wildcards for Filtering in Monitor Tasks
This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.
Thanks!
3 votes -
Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
6 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 -
Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths
It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.
6 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 -
Select a sender when I send an e-mail through workflow activity
At the work flow when there is an activity with an e-mail, I can send the e-mail to differents addressee but if I want to change the sender or select the sender who have to send the e-mail it's impossible, isn't it, because always choose the sender from e-mail service, and as I see always have to be the same, so please how can I change the sender when I program to send an e-mail through activity from the workfrow. I think it will be very interesting to have the oportunity to select the sender because not always the e.-mail…
15 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 -
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 -
Search for used fields and variables in Workflow Designer
We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…
4 votes -
Make possible to assign a role on the substitution list.
When a Task is assigned to a Role, we want to assign the task to a third user in the case of all the members of the role are out of the office.
Thank you4 votes -
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 -
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 -
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 -
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 -
allow html email notifications
The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.
8 votes
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