Client (English)
Please post all ideas that concern the DocuWare client in this forum.
33 results found
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Multiple/Bulk Invoice Approval
We just ugraded Docuware where tables are added to show GL Code, Cost Center, Amount per line item for each invoice. Old version Docuware allowed Approvers to select multiple/bulk invoices to be approved at once.
We need the same functionality to the newly upgraded version of docuware.
1 voteThere has nothing changed for the functionality, if the tasks are the same and can be approved together. Only if the different documents are in different tasks or need different input each, then you cannot approve them together.
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Create data record with Workflow Designer
It would be awesome to have the ability to create data records with workflow designer.
4 votesWith version 7.9, you can now use DocuWare's own REST API in the workflow. Data records can also be created from there.
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Stop Workflow Task if Document is deleted option
If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.
4 votes -
Include the ability to write to table fields automatically
Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!
35 votesThank you for your contribution. Your idea is available with version 7.6.
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Table Fields - Hide Columns On Demand
In the workflow and also in general, it would really help to be able to hide columns in a Table Field on demand just like you can with Fields themselves.
1 voteThank you for your contribution. Your idea is available with version 7.4.
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Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)
This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one…
1 voteThank you for your contribution. Your idea is available since version 7.1.
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Webhooks / REST API in Workflows
In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.
4 votesThank you for your contribution. Your idea is available with version 7.5.
You’ll find more information here:
https://cloudnews.docuware.com/#/home/86058/2/2
https://cloudnews.docuware.com/#/home/86040/2/2 -
Allow tables in workflow tasks to be read-only
Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).
However, there's no way to have that table be read-only. The task user has the ability to edit the table.
There should be a read-only option for a table field in the task dialog.
4 votesStarting with DocuWare Version 7.10 index tables can be set to read-only.
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Enable stamps on workflow tasks with table fields
And then have the option to select which fields need to be included in the stamp and make it so that table fields cannot be included in the stamps.
7 votesThank you for your contribution. Your idea is available with version 7.2.
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Propagate Workflow Passwords Automatically with the User Account Change
For security purposes, passwords are changed frequently. However at the moment, if the User Account that runs Workflows is changed, all the workflows no longer function until every workflow is opened, and the password is adjusted there as well.
We would like the Workflow Passwords to be propagated when the User Account password is also changed.
3 votesThank you for your contribution. Your idea has been made available with one of the last versions.
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Workflow: Export Active Instances
On the taskbar within the cloud based version, it'd be great to have the ability to export the active instances in the workflow.
3 votesThank you for your contribution. Your idea is available with version 7.9.
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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
12 votesThank you for your contribution.
Your idea is available with version 7.2. -
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 voteVielen Dank für Ihren Beitrag. Ihre Idee ist seit der Version 7.1 verfügbar.
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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
38 votesThank you for your contribution. Your idea is available with version 7.9.
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Workflow reasign button hide
In current version (6.8) it is not possible to remove/hide reasign button. Each user can reasing task in every step of the process even though it is not allowed in process. Also users can see all roles, groups and users of current organisation which is unnacceptable and it is stopping workflows. Admin should have option to remove this button (show/hide), at least that.
24 votesThe feature will be available with the next update.
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change/hide workflow history tabs
It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs
15 votesThank you for your contribution. Your idea is available with version 7.8.
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reassign multiple tasks
ability to move multiple tasks / documents to any given version of a task, user or group or role of a task in mass.
15 votesThe feature will be available with the next update.
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Approve More than One Task at Once
Many times clients have requested that they be able to select multiple documents in a task (or result) list and simply select "Approve" to stamp and mark them all as approve, as opposed to going through them one by one. This could be a HUGE time saver for companies.
133 votesThe feature will be available with the next update.
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Multiple file documentation
It would be great if you could check mark several deals and be able to title complete all at once. The same thing with printing, if you could place a check mark next to the one you want to print and then print that would be great. Kind of the same way one would share documents on a Android Phone.
3 votesThe ability to confirm multiple tasks at once has been made available with DocuWare 7.1.
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Filtering Option in the Workflow Client
If one user, e.g. accounting, has many workflow steps of the same workflow (e.g. "allocation", "declined", "approved", "to be proved", ...) he gets all this steps in one VERY big list.
The users now want to filter for one step (e.g. "to be proved") so that they can work of this peticular step and afterwards go to the next step.
So a filter Option, where you can select the shown workflow steps would be nice.123 votesThe feature will be available with the next update.
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