Client (English)
Please post all ideas that concern the DocuWare client in this forum.
193 results found
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API - Transfer without annotations
Since 7.9 we can access Platform API directly in the workflow.
The transfer call allows us to copy a document from one storage location (File cabinet or tray) to another.
However, I can't transfer the document without the annotations. It could be a good thing to be able to have the choice to copy with or without annotations (parameter in the call ?).The goal is to have the ability to place specific stamps that, once merged, can be used as anchor text for signature purposes. We cannot have other stamps or annotations on the signed document.
I hope this…
4 votes -
Associate different SMTP configurations to specific Workflows
Currently you can create multiple SMTP configurations to be used as the sender for workflow email notifications. Is a big mistake to not be able to associate this to different Workflows.
A good option could be selecting the SMTP configured account via a dropdown select box.16 votes -
Introduce a Brief Course on the Business Use Cases of Workflow
The LMS provides several courses for DSC's on the components of DocuWare Workflow and in fact a pre-requisite for the course is a DSC certification. It would be ideal that a short business course is designed for DSAs to aid them with understanding several business uses of workflow and mention them during their engagements with prospects. The business uses of workflow are indeed embedded in the various case studies listed on the DocuWare website . it would be ideal to so as to say extract such cases and centralize them. Such data would surely be appreciated for competitive advantage and…
2 votes -
Ability to clear table field in Assign Data WF activity.
I need the ability to easily reset a table field to be empty.
3 votes -
Workflow tasks migration
When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.
7 votes -
Workflow fields only display on stamp if populated
If you are putting a stamp on a document, and it has multiple fields in the decision, you are always forced to put those decisions on the stamp. Make a way where if the field is NULL the line/field doesnt populate on the stamp. This would help avoid clutter
3 votes -
Live table field calculations in workflow task (like forms)
It would be great if we could do live line item calculations like we see in forms. For instance, on an invoice, we enter the quantity and price each for a line and the next column automatically fills with the subtotal.
4 votes -
Add the ability to restore deleted Workflow Tasks
Without knowing we stopped workflows for employees that are no longer here. Tired of getting emails that wont deliver. We didnt realize this would stop the flow for all users. It would be nice if when a workflow is stopped that it is moved to the recycle bin where we can restore
2 votes -
Allow the workflow designer to change retry attempts for individual workflows.
KBA-36354 explains
How to change the count of retry attempts of failed tasks. There are 2 problems with this. First, it isn't an option in the cloud and second, it is system-wide. I have been creating workflows as a workaround to fill in table fields in merge forms. I could do all of the error checking to see if a row is in a table before filling in the document but it is time-consuming tedious work that is unnecessary because the workflow manager has error checking. Unfortunately, it wants to retry 5 times before it simply gives up and moves…2 votes -
Size of document with arithmetic expression or by direct assignments
Allow the "Size of document" with arithmetic expression or by direct assignments to use it directly in the Workflow Designer.
2 votes -
Allow task assignment to all users from group
Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.
I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.Except for their use as targets in workflows they…
5 votes -
hide decision/choice in workflow
I would like to hide a workflow task decision for certain users from a role or group.
2 votes -
Send one email to all recipients in Notification - Tasks
Hello,
For now, when an email is sent from the Task activity, it is sent individually to all users to whom the task is assigned. Unfortunately, business users are lost and do not know if the task is assigned to them personally or to the whole group.
It is too bad as a developer to add a condition and based on the condition (is the task attributed to a role or a user?), use the Notify activity.
Is it possible to add the option "notify everyone in a single mail" inside the Task activity?
Thanks a lot!
2 votes -
enable sending a flattened PDF version of a document out of Docuware
Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.
4 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…3 votes -
Filter by multiple items in 'Tasks' view
Add way to filter by multiple items in 'Tasks' view, or even allowing search parameters. Currently you can only filter in the 'Tasks' view with one filter per column.
4 votes -
Add the same buttons in WorkflowTasks than in filecabinet results
Hi,
Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…3 votes -
Global Workflow JSON object variable type
Make it possible to create a JSON object in the workflow, which can be modified (add, modify, delete node) by JSONPath. This can be used to build a JSON string for a webservice request, or be used after a webservice request to copy the response in such a JSON object.
3 votes -
workflow versionning
As an integrator, I waste time managing the different version of DocuWare with Workflow. I would like it to be possible to have a workflow and for it to automatically adapt to the version of the client's desktop apps. Normally with application of this type, a version 1.1 must be able to manage a version 1.0, on DocuWare this basic standard is not on and this wastes a lot of time...
Thank you for reading.
Sincerely
3 votes -
Ability to store a memo in a variable
Ability to store a memo in a variable so you could set a termplate of email in html in a memo and call it from a workflow to a variable to use it.
1 vote
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