Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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Manual Adjustment of Connector Lines in Web Workflow Designer
In the current Web Workflow Designer, connector lines between activities are automatically routed. However, users cannot manually adjust the shape of these lines, such as bend points, curves, or routing paths.
This limitation makes it difficult to maintain clear and readable workflows,
especially in complex scenarios where multiple activities and connections overlap.It would be highly beneficial to allow users to manually adjust connector lines (e.g., moving bend points or customizing routing paths), or provide an option to switch between automatic and manual routing.
This enhancement would improve workflow readability, design flexibility, and overall usability.8 votes -
Allow administrators to set default column widths for table-type index fields
We would like to request a feature that allows administrators to preconfigure the width of each column in table-type index fields.
At present, users can manually resize the columns on the index editing screen and similar pages, and their settings are preserved after reloading the browser. However, administrators cannot define the default column widths in advance.
For better usability and consistency across users, we would appreciate the ability for administrators to set the initial width of each column beforehand.
4 votes -
Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as w
Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as well.
I’m having a very hard time because people keep saying, “This was possible in HCL Notes/Domino.”
4 votes -
In the current “Folder” view, I believe it is not possible to generate a URL link for each individual folder. If URL links for folders coul
In the current “Folder” view, I believe it is not possible to generate a URL link for each individual folder.
If URL links for folders could be generated, it would make it much easier to register multiple documents related to a main document.
This is definitely a feature we would like to have. Please implement it as soon as possible.
3 votes -
Request for Product Enhancement: Enable Scheduled Refresh for DocuWare Power BI Connector
The DocuWare Power BI Connector does not support scheduled refresh.
We have been informed through DocuWare Support that this is due to the current product specification.
However, scheduled refresh is essential in order to always view the most up-to-date information on Power BI dashboards. Without this capability, it is difficult to operate dashboards effectively in a production environment.
We strongly request an enhancement to the DocuWare Power BI Connector to enable scheduled refresh. This improvement would significantly increase the usability and value of the product.SRNumber : SR-282397-B8X2W
6 votesThank you for your idea.
Currently DocuWare is not able to create a connector for Microsoft Power BI supporting scheduled refresh.
Microsoft only allows "Certified Connectors" for their Power BI Service. The hurdles for getting certified were not reachable in the past for DocuWare.
It looks like Microsoft has shifted to a different path and does not certify anymore existing connectors. You can read more here: https://powerbi.microsoft.com/en-us/blog/empowering-our-customers-to-shape-the-future-of-data-connectivity-in-power-bi-and-microsoft-fabric/
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The “Validation” tab in DocuWare v7.14 should be hidden by default unless it is configured.
Background:
- The “Validation” tab is currently displayed in the user interface without prior announcement or feature explanation, which may cause some confusion for users.
- In DocuWare, elements such as “Lists” and “Folders” are typically not shown in the user interface unless they are configured.
- However, the “Validation” tab appears to be visible even when it is not configured, which feels different from the behavior users are familiar with.
- In addition, DocuWare IDP is not currently available in the Japanese market, so having a non-usable feature constantly visible may lead to misunderstandings or unnecessary inquiries.Request:
Based…2 votes -
Please add support for predefined entries in index editing screens of the List Dialog and Result Dialog
Please make it possible to specify predefined entries for specific index fields when opening the index editing screen from the List Dialog. Please also make the same functionality available in the Result Dialog.
Predefined entries can already be specified in the Store Dialog.
We would appreciate it if the same capability could also be added to the index editing screens of both the List Dialog and the Result Dialog.In addition, when a field already contains a value, please provide an option to choose which should take priority: the existing value or the configured predefined entry. This would allow for…
2 votes -
Allow form fields that are marked hidden to be visible in the viewer when prefilled
Currently, if you have a form field set to a behavior of hidden, they do not show on a merge form. It would be good to allow these fields to show in the viewer so prefilled data will show up on in the viewer instead of just in the index entries
1 vote -
Allow hyperlinks in fields to be used in Related Document searches as well
Currently hyperlinks are allowed to be clicked in result lists as of 7.12, but when using a related document search, those links are no longer clickable from there. It would be very useful to allow this feature across all forms of search and result lists
2 votes -
Provision of a Support Account
We would appreciate it if you could provide a dedicated support account with administrator privileges and access to the web client, so that our support team can collect logs and investigate issues when problems occur in the customer environment.
Currently, the customer shares the ID and password of an administrator account that was purchased under the customer’s license and is used for daily operations.
However, sharing IDs and passwords poses a security risk. For this reason, we kindly ask that you provide a dedicated account for support purposes only, which would not be used for normal day-to-day operations.
This would…
1 vote -
Allow Control of Filing Dialogs by Screen and Operation
Please add the ability to control which filing dialogs are shown depending on the screen or operation.
Currently, the filing dialogs available to users are controlled by their access permissions for each filing dialog. However, in addition to permission-based control, we would like to control which filing dialogs are displayed for each screen or function.
For example:
・when storing documents from the Document Tray
・when using the “Copy” function from the right-click menu on the search results screen or list screen
This would allow more detailed and flexible control based on actual business workflows.1 vote -
When a URL is stored in an index field that is configured as read-only on the Index Edit screen
I would like to request a feature enhancement for the Index Edit screen.
When a URL is stored in an index field that is configured as read-only on the Index Edit screen, I would like users to be able to click the URL link and access the destination directly from that field.
Currently, URLs are displayed as clickable links only in the Result dialog. If clickable URL links were also available in read-only index fields on the Index Edit screen, users would be able to work more conveniently and efficiently.
1 vote -
Validate a date entered in a task
In a task we use a table of orderlines. One of the columns is a confirmation date. Sometimes a user is entering a wrong year in the date field. For example 0226 in stead of 2026.
Can we validate on entering OR on confirming the task decision that is at least 2026 or 2027 as a date1 vote -
Form calculations should exclude hidden fields
When using behaviours in forms with pre-filled fields, calculations are shown using those fields regardless on them being used or not which skews the results and defeats the purpose of having pre-filled fields to make more dynamic forms for users and reduced keying errors.
1 vote -
docXporter integrating the index file into zip file
We have established a contract with a central purchasing agency and need to export accounting documents—including the journal entries—in ZIP format. This zip file must include the exported document and the index file.
For now, we need to combine the ZIP export with a powershell script to include the index file in the ZIP.
It would be a really plus to be able to integrate this feature directly into the docxporter settings.1 vote -
Allow a form with multiple merge forms to export only 1 of the merge forms.
I have a form with multiple merge forms. I can use onbording as a good example. The onboarding form sets up direct deposit and the w4 tax from. However, direct deposit and w4 tax withholdings may be changed later. It would be nice if I could export just the direct deposit or the w4 portions to create new forms just to complete those forms.
1 vote -
Provide the ability to sort merge forms
I would like the ability to provide a sort order for merge forms. I have a form that filles out 15 merge forms. I have a workflow that then copies them all to a new document and gives a task to somebody to look at them all to make sure there are no errors. If I could give Docuware a store order so that the document ID numbers were in the correct order I wouldn't need to add another index field to use to sort them.
1 vote -
Option to attach a document with a paperclip only on one side of the original document
Hello,
When attaching a document from the file cabinet with a paperclip to a document in the tray, we have the option to choose whether the document from the tray should be placed before or after the original document.
For the functional needs of some clients, it would be helpful to be able to restrict one of these two options for end users (for example, only allowing a document to be clipped AFTER the original document).
This would prevent having to review each document to put them in the correct order.
Thank you!
1 vote -
Expose document processing metrics for external analytics
We store around 200k documents a year across six cabinets and management wants to see trends — how many invoices come in per week, what's the average time from receipt to approval, which departments are slowest at indexing. DocuWare's built-in views don't really do trend analysis or cross-cabinet comparisons. It'd be great to have an analytics-ready data feed or even a pre-built data mart we could query. For now we worked with a team we found when looking to hire power bi consultant and they set up an ETL job against our SQL backend, but that breaks every time DocuWare…
1 vote -
User Attributes for Improved Rights and Index Profiles Management
I would like to suggest the addition of configurable user attributes in DocuWare. These attributes could either be fixed (system-defined) or custom (administrator-defined) and assigned directly to users.
For example:
A Manager attribute that stores the login of the user’s manager, referencing another DocuWare account.
A Department/Service attribute where administrators can set a fixed value.
These attributes could then be used in index profiles and rights management. For instance, if the index field SERVICE contains the value defined in the user’s SERVICE attribute, the user would automatically have access according to that rule.
This would greatly simplify the administration of…
9 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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