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 -
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 -
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 -
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 -
Read only in task
Worfklow task. When I change the field behavior to read only, I need to define again the predefined value. Why? Could the workflow designer keep the predefined value?
1 vote -
Read only in task
Worfklow task. When I change the field behavior to read only, I need to define again the predefined value. Why? Could the workflow designer keep the predefined value?
1 vote -
Option to add version on an existing document in a cabinet from the result list
An option to check-in a new version of the document directly from the result list or an option to make an uploaded document in DocuWare as a version to another document will be an advantage.
An option like selecting one document from the result list and get a 'Check-In' or 'Update version' function will allow the users to select the new document from the local system and update it as a new version to the selected document. Also if there is an option to select the new version document from local system as well as DocuWare cabinet or tray, this…
1 vote -
Add validation to dates on DocuWare forms.
Add calculations and validation for date fields.
I.E - conditional options for when a date has been selected which is more than 2 weeks away.
I know this is available in workflow, but this would be very useful in forms.
1 vote -
Export a list of user with their roles, groups and more
It is possible to export a list of users from the configuration menu, but it is not possible to have their roles or groups.
It would be nice to have such an option and maybe even more informations related to a user.
1 vote -
Allow merge form fields to be pushed to the next page.
I have a merge form that was originally a release of records request. Now, I am including another page in front of the existing document. So all of the fields need to be pushed to the next page. Unfortunately I have to recreate them I can't just move them.
1 vote
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