Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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Remove authentication prompt when testing workflows
It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.
1 vote -
In a workflow table field entry I would like to set a required field for a specific row.
In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…
2 votes -
workflow email list
In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query
1 vote -
Right-Click "Open Document in File Cabinet" for Workflow Tasks
It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.
5 votes -
Flag document if workflow has been stopped or errored
Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers
2 votes -
Define reminder dates for tasks based on due dates rather than define due dates by reminder dates
I frequently have workflows that require tasks to be due by x number of days after an indexed date.
The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.
If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…
2 votes -
Improve Testing and Add Unit Tests to Workflow
Allow us to create saved unit tests for the workflow system.
That way we can press a button to see if any modifications broke anything in the system.Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.
5 votes -
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 -
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.
7 votes -
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.
3 votes -
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.
3 votes -
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 -
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 -
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 -
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.
3 votes -
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.17 votes -
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.
131 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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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 voteThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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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 -
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.
8 votes
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