Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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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 -
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
2 votes -
hide decision/choice in workflow
I would like to hide a workflow task decision for certain users from a role or group.
1 vote -
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 -
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 -
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.
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.
3 votes -
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…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.
2 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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When sending an email to a GV that matches the username of an inactive user, do not throw a general error task.
DocuWare R&D claims that this works as intended, but it makes no sense to work like this for inactive users.
Just looking to get this logic re-evaluated.
SR-215058-N9C6L
2 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…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 -
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.10 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 -
Hidden some global variables in document workflow history
When working with a web service, sometimes it is necessary to obtain the credentials, user and authentication from another filecabinet with master data. If we are going to store these credentials in global variables, this appears in the document workflow history and, in some cases, should not be visible to all users, it must be hidden.
We propose that global variables can be managed so that they are displayed or not displayed in the document history.
2 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.
3 votes -
Reassign Option on Tools
The reassign option should be available under tools when a user click on the task link for the notification email
2 votes -
Workflow
We would like to have the possibility for the users to see the "Assigned to" system variable in their workflow dashboard in the web client. There is a possibility to write the system variable to the index field and then to display this index field in the dashboard, but the index field can only get updated once we have moved to the next task or block in the workflow. But our use case relies on using the "Reassign" option while remaining in the same task. This is why we would need the option of showing the system variable to the…
2 votes -
3 votes
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