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  1. Change yellow color on worfklow

    Yellow is worthless in a workflow, which means we are even more limited on color choices. Please either give us more color choices, or change yellow to something darker like Orange, that can be read when stamped on a doc in the workflow. Yellow just cannot be seen at all.

    1 vote

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  2. Assign workflow controllers via roles

    Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...

    2 votes

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  3. Get email delivery status on mail sent from DocuWare Workflow

    It would be helpful if emails sent from workflow would show the delivery status in workflow history. Currently we can see the recipients but not if the delivery to the recipients was successful.

    2 votes

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  4. Manage folders in workflow tasks

    Our users really look forward to being able to organise their taskslist with folders on their web client, check the mockup attached

    1 vote

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  5. Add the ability to select checkboxes on a fillable document through the workflow

    For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.

    3 votes

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  6. Add the ability to select checkboxes on a fillable document through the workflow

    For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.

    1 vote

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  7. Rename confirm button in workflow

    It would be nice if the confirm button in a workflow user task could be renamed. I.E. save, update, route, cancel, remove.

    1 vote

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  8. Workflow: Remove active instances immediately from Tasks if User is removed from a Role

    Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.

    3 votes

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  9. Create data record with Workflow Designer

    It would be awesome to have the ability to create data records with workflow designer.

    1 vote

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  10. Workflow Section Comments

    It would be nice to have a comment tool in Workflow where you could draw colored boxes around groups of activity blocks and add tool tips to the blocks that describes what that section of the workflow is doing.

    1 vote

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  11. allow workflow administrators to retry errors for all tasks at once.

    Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.

    1 vote

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  12. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    4 votes

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  13. Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps

    Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.

    1 vote

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  14. Automatic positioning of workflow stamps from the end of the document/page

    Currently, when a workflow stamps is configured to be placed on the document automatically when processing a step, the stamp is positioned in the first clear area big enough from the top left corner of the document.

    This often leads to documents being stamped next to the address... it would be more natural to position the stamp at the first clear area from the bottom of the document.

    There should be a configuration in the stamp to allow for automatic stamping "from the end of the first page" or "from the end of the document" or "from the top of…

    1 vote

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  15. Add an error message for a worflow while a document is open

    Currently, When a document is open in research and it's running in a workflow, the workflow don't update the data because the document is locked. We would like to know if you can change this in a future update by adding a error message to avoid the task will be in general error or by stopping the workflow when he encounter this situation.

    1 vote

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  16. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    3 votes

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  17. Pull user's first and last names from their account.

    With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.

    2 votes

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  18. 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.

    2 votes

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  19. Roles (List) - Arithmetic expression roles

    Allow the ability to group two role variables into a role list variable.

    Ie.

    Single Role Variables
    Manager - GVMANAGER
    Director - GV
    DIRECTOR

    List Role Variable
    Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)

    Then allow the workflow to Assign this new role.

    1 vote

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  20. Add the option to select a merge form to send from the email task

    When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.

    1 vote

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