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198 results found

  1. 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
    0 comments  ·  Workflow  ·  Admin →
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  2. 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
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  3. 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.

    10 votes
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  4. 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
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  5. I suggest that you add a load balancer when assigning tasks to a role

    2 votes
    1 comment  ·  Workflow  ·  Admin →
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  6. 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.COM

    These should be selectable IN THE WORKFLOW

    10 votes
    3 comments  ·  Workflow  ·  Admin →
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  7. Allow notifications to be grouped (i.e. for the day) so that you do not bombard users with e-mails.

    3 votes
    0 comments  ·  Workflow  ·  Admin →
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  8. 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
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  9. 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
    1 comment  ·  Workflow  ·  Admin →
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  10. 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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  11. 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.

    13 votes
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  12. 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
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  13. 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
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  14. 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
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  15. 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!

    4 votes
    1 comment  ·  Workflow  ·  Admin →
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  16. 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.

    7 votes
    1 comment  ·  Workflow  ·  Admin →
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  17. 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
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  18. 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.

    8 votes
    2 comments  ·  Workflow  ·  Admin →
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  19. 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
    0 comments  ·  Workflow  ·  Admin →
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  20. 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…

    18 votes
    5 comments  ·  Workflow  ·  Admin →
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