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 -
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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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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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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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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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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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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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. -
Include Link to Task when Reassigning Workflow Item
As a manager in a company with a lot of workflow process I often reassign workflow tasks to my delegates in the web client by using the right click option to "Reassign Task". I really like that this option by default automatically sends an email to my delegate, however that email does not contain a link to the item. For my delegates it would be very useful if the reminder email could include a link to the workflow task that I am reassigning to them.
1 voteThis feature will be available with the next update.
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Workflows: Changes to Workflow creates new list tab
We have workflow lifecycle that runs for about 6 or more months, if there is a problem with the workflow, we correct it, then it creates a new workflow version, leaving the "faulty" workflows in the flawed workflow,
it would be nice to migrate these workflows into the corrected workflow, the other issue it creates same named tabs for each version with active workflows, now we have 6 versions, 6 tabs in the user tasks and no way to distinguish the workflow version, also the user is not able to stop workflow and the workflow docid is not visible at…1 voteThank you for your contribution.
Your idea is available with version 6.11.
See here: http://help.docuware.com/en/#b57865t63027n78693 -
Message Task
Within the Webclient, in the viewer, Create a means where you could send a message with the document link to another docuware user with a short message, almost like a mini user definable workflow as Task. This is not a formalised workflow as in the case of the workflow designer, these are one off type workflows.
1 voteThank you for your contribution.
Your idea is available with version 6.10.
See here: http://help.docuware.com/en/#b57865t62702n78711 -
Workflow dynamic search (like datatable html5 search input)
Sometimes you can have a many hundreds of tasks in your workflow tab(s) but today you can only sort by ascending/descending collumn.
if you only want to check specific ones with some keywords or strings, just type for example the first letters of the supplier name supplier name and/or the invoice status and the list simply refresh with the query parameters set in the input(s)
You can set a unique search input or an input on top of each column as my screenshot suggest it
That's a pretty common feature when dealing with tables of data and could improve task…
20 votesThis feature will be available with the next update
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1 vote
Thank you for your contribution. Your idea has been made available with version 7.1.
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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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1 vote
Thank you for your contribution. Your idea is already available in the product.
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