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  1. Allow the use of multi column select list in task decisions,

    It would be great to be able to use the data in an existing field narrow down the available selection of a list via a multi column select list

    7 votes
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      2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow Wildcard (*) Searching in Workflow Task Form Field Select List

      When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.

      This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.

      13 votes
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        1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
      • Have memo field in workflow

        It could be very nice to add memo field in workflow form. It's the only index type that we can't use at this time in the workflow, so this kind of index is not very usefull.

        3 votes
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          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
        • Make tasks "read" only when the image is opened

          Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.

          Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.

          2 votes
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            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • Provide this option in Workflow to auto open or not the next record

            Create a setting allowing any user to enable/disable whether the next invoice in the approval task list automatically pops open when you are completed with your 1st one.

            This is currently an option for Stamps, but not for Workflow. Why not? In the configuration of Stamps, it is possible to select when the next record is opened, or when the current document is closed. It is assumed in Workflow that the next record should be automatically opened.

            2 votes
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              0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Massapproval

              Mass approval or Massengenehmigung im Workflow erwünscht. Wenn eine Reihe von Dokumente zur Genehmigung anstehen und diese ausreichend bekannt sind, wäre eine Massengenehmigung erwünscht.

              1 vote
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                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • Index value fields

                Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

                Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

                File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
                "can be empty", "new entry"

                1 vote
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                  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow field masks in Workflow Form Fields

                  Allow field mask in Workflow Form fields

                  1 vote
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                    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • add a configurable stamp activity to Workflow Designer

                    Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.

                    4 votes
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                      1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • desktop notification

                      A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.

                      1 vote
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                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add TLS encryption to e-mails sent from workflows

                        If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.

                        1 vote
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                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

                          We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

                          1 vote
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                            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • Data in Form fields from different source

                            The ability to pull data into fields on a form from another datasource.

                            Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.

                            7 votes
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                              2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Improve keyword string splitting mechanism

                              When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.

                              You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.

                              Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...

                              You should add the possibility, in the data assignations inside the…

                              11 votes
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                                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Workflow E-Mail function don´t use the concatenated docname

                                When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.

                                It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.

                                When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.

                                The problem is that I want…

                                4 votes
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                                  3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • Open Workflow Task from a Search/Result List

                                  Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity

                                  26 votes
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                                    5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export Tasks as CSV

                                    Just like you can export a csv from a result list, it would be nice to export your workflow tasks as a csv

                                    11 votes
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                                      2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Report Module

                                      Add a Report Module with capabilities to create customized reports based into Workflow History.

                                      25 votes
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                                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Email Notifications - File Cabinet vs Individual Users

                                        Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

                                        Please allow the ability to set a notification template at the file cabinet level.

                                        Regards,
                                        Bret Messer

                                        5 votes
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                                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Set notifications preferences

                                          It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
                                          1. send me a mail for each task
                                          2. send me a mail once a day
                                          3. send me a mail once a week

                                          13 votes
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                                            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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