Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1510 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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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 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 -
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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Make a way to change a form from using a text box to a dropdown without having to change all of the merge forms and merge form indexes
I have an enrollment form that I created over a year ago that now needs updating. When I created the form I had no previous data. Now I have data from applications that can pre-fill a lot of the demographics information. So I created a multi-column select list with that information. The problem I have now is that for each field I have to update indexes and merge form fields to match the new dropdown fields. It would be nice if I could click on a text field and say convert to dropdown and not have to change all of…
1 vote -
the ability to create a workflow for a merge form that has not been published.
I have an enrollment form with a whole bunch of merge forms. I am updating it and have added a merge form that has not been published yet. I would like to be able to create a workflow for that merge form but I can't because it is not published.
1 vote -
in a docuware form populate a second table field with data from the first table field
We have a web from that completes multiple merge forms. Docuware does not support table fields in merge forms but I do it anyway with a workflow. Having said that, I have 2 table fields that are almost identical. Emergency contact information and authorized release of child. All the emergency contacts will be authorized for the release of child and shouldn't need to be entered twice. However not everybody that is authorized to pick up the child will be listed as an emergency contact. I can do this in a workflow but it would be nice if the form could…
1 vote -
Give the ability to run a workflow on demand.
It would be a benefit to be able to run a workflow on demand. A workflow doesn't always need to run on schedule but just on a sporadic basis. I would be nice to kick one off manually.
1 vote -
New worfklow systemvariables containing Profile Data
All user accounts contain e-mail, salutation, firstname, lastname as well as out of office dates. This information should be available as system variables in the workflow manager. That would be extremely helpful to create personalized task-notifications and e-mails. (Additionally, a gender-neutral form has to be incorporated into the salutation.)
1 vote -
Enabling Audit Functionality for the Document Tray
We would like to enable audit functionality for the document tray.
Since the document tray is also an integral part of the system, it is necessary to track and retain all related records.
These audit capabilities are also required to comply with Japanese legal requirements.2 votes -
Instead of clipping the file uploaded in the form, register it as a separate document in the same cabinet as the form's storage location, us
It would be helpful if, during form configuration, users could choose whether to save attached files as clipped documents or register them as independent documents.
5 votes -
Do not display prohibited operations in the right-click menu
The index value profile settings are set so that any document cannot be downloaded.
However, when you select a document in the web client and open the right-click menu, the "Download" menu appears.
When you try to download it, an error message appears and the download does not work.
I believe this is normal behavior, but it is confusing for users.
For documents that cannot be downloaded using the index value profile settings, hide the "Download" option in the right-click menu.2 votes
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