Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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Create a data record from a form
I use forms as a down and dirty data collection tool. I don't necessarily need to keep the form I just want the data. I also have a case where I have a merge form and one of the merge forms is a blank page that I use for the data record. The problem with this is that I can't just double click on the data record in search results to edit it I have to edit indexes. It would be nice if there was a third option with forms for create data record. Or in Merge forms have an…
11 votes -
Allow Workflow Controllers to Move an Item to A Different Node in The Workflow
Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future
6 votes -
Deny users to create a "Personal Stamp".
Currently, Any user can create a personal stamp and update the document(s) metadata without any validation.
From the Configuration page, "Configure Stamp" permission under functional profile doesn't affect "Personal Stamps", and the user will still have the permissions to create stamps and use it.
In the case we have a workflow process with one task contain two decisions (Approved, Rejected), the decision will affect "status" filed to be updated as (approved, rejected).
Users need to have the permission of (write, modify) on the "status" field to take the decisions, at the same time user can create a personal stamp with…
20 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Intelligent Indexing and Colour Blindnees
I have a client that has red-green colour blindness which affects 8% of the male population. This makes Intelligent Indexing difficult as he can not tell which documents have been successfully indexed.
I propose a graphical representation of the indexing status such as a letter to represent the status i.e. G, Y or R. This will also have a benefit as you be able to sort the documents by indexing status.6 votes -
Remove authentication prompt when testing workflows
It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.
1 vote -
In a workflow table field entry I would like to set a required field for a specific row.
In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…
2 votes -
Have a way to found out how many selections there were in a multi-select field.
I have not found a way to get the quantity of options that were selected in a multi select field in the workflow. This should be quite straightforward as I assume a multi-select is just a generic list or array so accessing this value should be as simple as List.Count or Array.Length, but with the current tools in the user interface it doesn’t seem possible
2 votes -
Add functions "Copy to.." and "Quick copy to..." in Tools Box
In the tools box, it will be interesting to add functions "Copy to.." and "Quick copy to..." which are available in search list.
Like as send and download tools, you can choose to copy file, document or page and after copy you 'll have the choice to delete the copied file, document or page.2 votes -
workflow email list
In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query
1 vote -
Right-Click "Open Document in File Cabinet" for Workflow Tasks
It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.
6 votes -
Allow fields to be removed in search pages
My default search has far more fields than I require. It would be useful if I could remove certain fields (like you can in results) so that I don't have to seach the screen to find the relevant ones.
2 votes -
Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed.
Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed and asking user to verify they want it done.
2 votes -
Flag document if workflow has been stopped or errored
Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers
5 votes -
"Document in workflow" flag in result list
It would be very helpful to have a flag in the result list to see which documents are currently in a workflow. At the moment the users will have to build rather complex searches for various different status entries to identify all documents which are still in a workflow process. If there was a flag like the paper clip for appended pages, it would help the users a lot
4 votes -
Name of Oganization on browser tab
It can be useful to those who work on multiple systems to provide assistance.
5 votes -
In a workflow table field create a row for each item in a keyword field
I have a form with checkboxes that index in a keyword field. I would like to create a row in a table field for each of those keywords in a workflow. If I set up the default value to be the keyword field it puts all of them in one row. That isn't very helpful.
9 votes -
Make workflow dialog field behaviors like form behaviors
In docuware forms you can set up field behaviors based on other fields and such for example you could have a checkbox for a married status that reveals or hides a field for maiden name. I would like to do that with workflow dialogs. For example If I have a document that was created with a form and has keywords indexed I would like to hide items in the workflow dialog that don't apply to that document. In my case I have a form to request therapy evaluations. There are 7 check boxes on the form and there is no…
7 votes -
General Email - Allow Separate Attachment Files
In General Mail capture It would be quite useful to allow for attachment files to come in as separate files instead of having to unclip them. Perhaps the option, as sometimes clipped might be best. I run into this on a farily regular basis.
Thanks!
2 votes -
audit trail/ reporting
Increased functionality with audit reporting. Add the ability to add criteria (other then date) the search parameters. Be able to search by event, user and then be able to sort the results A to z or z to a.
11 votes -
Define reminder dates for tasks based on due dates rather than define due dates by reminder dates
I frequently have workflows that require tasks to be due by x number of days after an indexed date.
The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.
If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…
2 votes
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