Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Request to Enable User Selection by Full Name in Workflow Task User Lists
Currently, in the user list displayed on workflow tasks, only the logged-in user can be selected. We would like to request a feature that allows users to be selected based on their full name, combining First Name and Last Name. This would improve usability and clarity when assigning tasks within workflows.
1 vote -
Request for Automatic Completion of Assigned Workflow Tasks upon Index Changes
We would like to request a feature that automatically completes workflow tasks already assigned to users when an index change or similar action occurs. This would help streamline operations and reduce manual intervention in cases where the task becomes irrelevant due to updated document data.
1 vote -
Request to Enable Keywords and Table Fields in Autoindex Conditions
Please make it possible to use keywords and table fields in the Autoindex feature. Currently, Autoindex does not allow the use of keywords or table fields for data comparison. If these could be utilized, the system’s usability would be greatly enhanced.
1 vote -
Original e-invoices are turned into regular PDFs by adding a letterhead
Currently, it is already possible to add a letterhead to e-invoices (XML or PDF with embedded XML). However, this turns the original invoice into a PDF without the e-invoice component (XML).
The desired behavior should be that when downloading an original, the original is returned.1 vote -
add support for .VSDX files
Since Process Planner is being discontinued...visio files should be back on the list of supported file types.
Even if you only show a snapshot of the file in the viewer, the important feature would be the ability to 'Edit in Microsoft 365 for the web'.
1 vote -
webhook creation of link to collect a feedback from a webservice and trigger index and workflows
We need to be able to create a link to give it to a webservice which will call that link to sent information like a status for paiement or an electronic signature.
When this link is called by external services we need to exploit the content to trigger a workflow or update an index the same way it is already possible for a webservice synchronous response1 vote -
User Attributes for Improved Rights and Index Profiles Management
I would like to suggest the addition of configurable user attributes in DocuWare. These attributes could either be fixed (system-defined) or custom (administrator-defined) and assigned directly to users.
For example:
A Manager attribute that stores the login of the user’s manager, referencing another DocuWare account.
A Department/Service attribute where administrators can set a fixed value.
These attributes could then be used in index profiles and rights management. For instance, if the index field SERVICE contains the value defined in the user’s SERVICE attribute, the user would automatically have access according to that rule.
This would greatly simplify the administration of…
8 votesThank you for your idea.
We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Make the used filters in the dynamic lists to stick after logout/login
Hello,
When using a list, you can filter it on each column, which is great for several users to use the same list with different approaches.
However, when refreshing the page or logging out, the used filters are not saved for the users in the list tab.
It's hard to understand for the users because it's a feature you already implemented on the Tasks tab. Every time you filter your tasks, the filter stays even though you're disconnecting and come back after.
This feature would be a great addition to the Lists, because unlike the searches that are not saved,…3 votes -
Implement the ability to give dynamic names on document relations
When a user opens several time the same document relation, starting from different documents, all the tabs have the same name.
I would be a great addition to have the ability to display different names. For example, we could choose one of the indexes to identify the document that the user was looking at before clicking the relation.
Like, if I'm on the document "Folder 3" and open the relation "Documents", I would like the new tab name to be "Folder 3 - Documents" instead of just "Documents".It's a quality-of-life evolution, but for some configurations, it would be a…
4 votes -
Instead of clipping the file uploaded in the form, register it as a separate document in the same cabinet as the form's storage location, us
It would be helpful if, during form configuration, users could choose whether to save attached files as clipped documents or register them as independent documents.
5 votes -
Ensure Numeric Index Fields Always Accept Single-Byte Input Regardless of IME Mode
In the Japanese market, both full-width (2-byte) and half-width (1-byte) characters exist.
Currently, in DocuWare, when entering numbers into numeric index fields (such as in the store dialog), if the IME is in full-width mode, the input is not handled correctly.Although IME has a setting to force numeric input into half-width (1-byte), the IME input mode itself often remains in full-width (2-byte). Because of this dependency, correct numeric input cannot always be ensured.
Our request: For numeric fields, please implement a specification where numeric input is always treated as single-byte (1-byte), regardless of the IME mode or keyboard settings.
1 vote -
Allow disabling of the welcome email in user provisioning
We would like to disable the welcome email that is sent when users are added via SCIM/User provisioning sync
3 votes -
Automatically add next row in table fields in forms
It would be good to allow the next rows to show up in a form table field without having to press the + icon. Additionally, it would be good to allow each row to be able to follow data entered from the preceding row to autofill.
1 vote -
Reduce Gray Space for Workflow Tasks Lists
Currently for lower resolutions the Task Lists occupy a lot of grey space, it would be useful to be able to scale these areas.
1 vote -
Allow user to link a common field in a form to a select list
I have several multi-select lists that have a common field - Facility. But the only way to use them would be to combine them into a larger multi-select list. For instance I have a list of Pay type codes and a list of Supervisors. At the top of the form the facility is chosen and I am using that to pull the pay types. I'd like to also limit the Supervisor list to the facility as well. Maybe a way to associate a Form Field to a field in the select list when you click Filter. Then a choice to…
1 vote -
SSO for Form
Would like to have the ability to build a form for SSO, that can be for Private use, and still track the user who filled out the form based on login name.
An example. make an HR form that gets sent company wide, the employee clicks on the form, and it auto logs them in. They fill out the form, and then click submit. the form has a field that shows who was logged in when the form was filled out. This prevents me from filling out the form as John, or proves that John did not fill out the…
1 vote -
allow a user to complete part of a task
I have a table field that I would like to complete in a task over time. I have to do it by going into the document and entering the data through edit index entries instead. In my case I have an inventory piece to purchase orders. When a purchase order over a certain dollar amount comes in it triggers a workflow to assign and tag the items purchased. For me, I order computers and set them up and deliver them over a few days. I can't stick the tag on a device and enter the information in the table in…
1 vote -
Enable duplicating result index in the index dialog tab
When configurating a list (result or proper list) we have to repeat twice the fields ordering and naming in 2 different tabs :"result" and "index dialog".
This could/very often represents a huge amount of time by reordering and renaming the fields and so on twice.
Would it be possible to make it easier by, for instance, ticking a box that will duplicate the config from "result tab" to "index dialog tab" (at least to initiate it), and then let the customer free to change or adjust it in the "index dialog tab" without impacting the "result" one ?
Thanks in…
1 vote -
Display the subtotal of the "amount" columns in the lists and results
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Displaying the subtotal of the amount columns (decimal or integer) would be very useful for customers.
Indeed, they are using "DcW lists" (and result dialogs) to prepare there payment schedule.
They are displaying several useful columns included "amount" columns, so they know wich amount represent each line (each invoice). But to decide weither they will pay or not an invoice, they also need to see the total amount of all the selected invoices.So having the possibility (same as in table fields for ex.) to display a total of a decimal or integer column will be very helpful for…
2 votes -
Value from another file cabinet
Workflow. I want to search value in another file cabinet. For example some approval limit. Now I need to create extra global variable, fill it with text "Approval limit" and use this global variable in SQL query for file cabinet. The following SQL query doesn't work: Limit = 'Approval limit'. I need to create global variable with the mentioned text and use the global variable. Same for my colleagues.
1 vote
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