Client (English)

Please post all ideas that concern the DocuWare client in this forum.

How can we improve the DocuWare Client?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Create a "document object" variable in Workflow

    I would like to add document in a workflow task and store it in a particular file cabinet.
    Other idea could be to manage this feature via DocuWare Form.
    - validate the task to certify tha the link to the form on workflow task is been executed (and document stored via Form)
    - allow the choice to split on DocuWare Form, the registration from its attached.

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Trigger workflows from the contextual menu

    Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    4 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow field masks in Workflow Form Fields

    Allow field mask in Workflow Form fields

    2 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    9 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow Controller tasks in separate tabs, please

    In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. give workflow designers the ability to customize font styles in workflow tasks

    It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    14 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    5 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. Please give us a pop up menue when new work flow is uploaded.

    When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. add ability to configure radio buttons and select boxes in forms of workflow

    Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.

    3 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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…

    12 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Client (English)

Feedback and Knowledge Base