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1429 results found

  1. Add more options to table-type field in forms

    In forms: enable validation and make a table-type field (or the columns that make it up) mandatory or not.

    Dans les formulaires : rendre possible le validation et rendre obligatoire ou non un champ de type tableau (ou sur les colonnes qui le composent).

    Thanks and Regards,
    Mathieu SENECAL

    6 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  2. Assigning categories to roles

    Assigning categories to roles

    It would be very useful to be able to assign a personalised category to a role in the role config. screen, so that I can use them more effectively in workflows, forms, dialog boxes, etc.

    Examples: main role, secondary role, service, department, position, etc.

    and in the best of all possible worlds, that this information is available in internal lists "role" by making this list a multi-column list.

    2 votes
    0 comments  ·  General  ·  Admin →
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  3. Set internal lists as Multi-column lists

    Make the "internal lists" of the "indexing assistance" multi-column
    in order to be able to store additional information relating to users, roles and groups, and cross-reference this data.

    This would be a practical and useful function in forms, workflows, etc.

    3 votes
    0 comments  ·  Lists  ·  Admin →
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  4. Add the ability to store file name as an index in a store dialog or make file name a searchable system index

    3 votes
    0 comments  ·  Storing  ·  Admin →
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  5. Give the ability/option to import nested attachments on email for General Email

    Give the ability for an option in the General Email to handle/separate nested attachments. When an email is attached to an email with the invoice attached, it will only import the email and not the invoice. The imported email will be blank.

    1 vote
    0 comments  ·  Document trays  ·  Admin →
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  6. Configure Export Data to allow the export of more than one table.

    I have a need to create an export which includes data from two different tables. Right now, I can select only one table to include in my export configuration. It would be nice if I could selected multiple tables to build my export file.

    3 votes
    0 comments  ·  Exporting  ·  Admin →
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  7. Ability to create storage box only available trough forms even if it is affected to Default Organization role

    When we create a storage box for a form we do not want it to be used from a basket even if the role is Default Organization role. This storage dialog box is only designed for a form submission

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  8. Merge Form should have the ability to chouse which form to merge based on web form variable

    Merge Form should have the ability to chouse which form to merge based on web form variable.

    if we have a Main form that will call one or more other Merge Form,
    this will give flexibility to have the ability to specify which form will be merge dynamically.

    4 votes
    1 comment  ·  Admin →
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  9. Forms Viewer need to add categories for form grouping.

    Forms Viewer need to add categories for form grouping. like when you are looking for HR forms you have to list all forms that you have permission, with many forms added this complicated

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  10. kill a workflow instance from workflow designer

    If for some reason, a document in a middle of a workflow needs to be archive. there is no way to automatically kill the workflow instance of this document.
    For exemple it could be usefull in the following case:
    A contract document processing into multiple worklow at the same time for validation need to be cancelled.
    The user put a cancel stamp on the Document.
    Then, all those workflow instances need to be killed.
    Today, an admin need to select all workflow instance to kill them one by one which is not really pratical (this is manual).
    We don't want…

    10 votes
    0 comments  ·  Admin →
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  11. Autofill table is appearing when not filling in table

    As you can see in the screenshot this autofill option is appearing constantly and is annoying for some users, due to this i would like a way to be able to turn this off if possible

    1 vote
    0 comments  ·  Intelligent Indexing  ·  Admin →
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  12. docusign webservice option for let the user where to put the signature

    There is not possibilities let the user decide where to place the signature when using Docusign method call AddNewDocumentMultiSigners (when we need more than one signature).
    With this method the only options we have are to send each X,Y positions otherwise an anchor system is possible.
    But when we have multi signer like 5,6 or even 10 person to sign this is difficult to find the right place with those options.
    And i know that is something exist on Docusign.

    7 votes
    0 comments  ·  Signing  ·  Admin →
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  13. List of value with users and filters group

    Allow a list to be used in store / search dialog box with some filters like :
    - A list who shows users froma group for example
    - a list of users with a specific right

    This list should be the users list plus a filter on group for example.

    1 vote
    0 comments  ·  Storing  ·  Admin →
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  14. Quick search bar (like M-Files)

    Implementation of a quick search bar, just like M-Files has. It automatically searches from metadata and file content. Just like Google basically but internally.

    https://userguide.m-files.com/user-guide/latest/eng/using_quick_search.html

    2 votes
    0 comments  ·  Searching  ·  Admin →
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  15. postman & api training

    please create a training option in the academy to explain how to get started using the postman examples and the new api options in the workflows.

    Thank-you!

    3 votes
    0 comments  ·  Admin →
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  16. Have the ability to delete our own stamp if placed by error

    It would be nice to be able to delete our own stamp if we place on a document by error or on the wrong page in the document. Or even have the ability to move it after it been placed.

    3 votes
    0 comments  ·  Stamps  ·  Admin →
    How important is this to you?

  17. Implement the ablility to upload a document in a task decision

    I know you can clip a document in a task. I'm saying within a task decision, provide an "upload documents" option that would automatically clip the upload to the current task document.

    3 votes
    0 comments  ·  Admin →
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  18. Add how it was stored to the audit trail, not just "store"

    Currently when you audit a document it just shows "store" under the event. To help with troubleshooting for customers that have multiple ingest methods could it get changed to Store- Outlook or Store- Doc Processing or Store-Document Tray ect. this would help isolate and narrow down the problem if there is one.

    3 votes
    0 comments  ·  General  ·  Admin →
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  19. 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.

    4 votes
    1 comment  ·  Workflow  ·  Admin →
    How important is this to you?

  20. Stamps - Permissions Loophole

    By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.

    3 votes
    0 comments  ·  Stamps  ·  Admin →
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