Client (English)
Please post all ideas that concern the DocuWare client in this forum.
33 results found
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Approve More than One Task at Once
Many times clients have requested that they be able to select multiple documents in a task (or result) list and simply select "Approve" to stamp and mark them all as approve, as opposed to going through them one by one. This could be a HUGE time saver for companies.
133 votesThe feature will be available with the next update.
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Filtering Option in the Workflow Client
If one user, e.g. accounting, has many workflow steps of the same workflow (e.g. "allocation", "declined", "approved", "to be proved", ...) he gets all this steps in one VERY big list.
The users now want to filter for one step (e.g. "to be proved") so that they can work of this peticular step and afterwards go to the next step.
So a filter Option, where you can select the shown workflow steps would be nice.123 votesThe feature will be available with the next update.
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Export Tasks as CSV
Just like you can export a csv from a result list, it would be nice to export your workflow tasks as a csv
38 votesThank you for your contribution. Your idea is available with version 7.9.
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Include the ability to write to table fields automatically
Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!
35 votesThank you for your contribution. Your idea is available with version 7.6.
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Workflow reasign button hide
In current version (6.8) it is not possible to remove/hide reasign button. Each user can reasing task in every step of the process even though it is not allowed in process. Also users can see all roles, groups and users of current organisation which is unnacceptable and it is stopping workflows. Admin should have option to remove this button (show/hide), at least that.
24 votesThe feature will be available with the next update.
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Workflow dynamic search (like datatable html5 search input)
Sometimes you can have a many hundreds of tasks in your workflow tab(s) but today you can only sort by ascending/descending collumn.
if you only want to check specific ones with some keywords or strings, just type for example the first letters of the supplier name supplier name and/or the invoice status and the list simply refresh with the query parameters set in the input(s)
You can set a unique search input or an input on top of each column as my screenshot suggest it
That's a pretty common feature when dealing with tables of data and could improve task…
20 votesThis feature will be available with the next update
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change/hide workflow history tabs
It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs
15 votesThank you for your contribution. Your idea is available with version 7.8.
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reassign multiple tasks
ability to move multiple tasks / documents to any given version of a task, user or group or role of a task in mass.
15 votesThe feature will be available with the next update.
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Allow the use of multi column select list in task decisions,
It would be great to be able to use the data in an existing field narrow down the available selection of a list via a multi column select list
12 votesThank you for your contribution.
Your idea is available with version 7.2. -
Workflow Manager
If a document is deleted in the middle of a workflow. The docuware system should then delete the Task that is related to that document. Currently that is a manual Task.
9 votesThank you for your contribution.
Your idea is available with version 6.10. -
Enable stamps on workflow tasks with table fields
And then have the option to select which fields need to be included in the stamp and make it so that table fields cannot be included in the stamps.
7 votesThank you for your contribution. Your idea is available with version 7.2.
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Edit Index Entries in Workflow Engine
The workflow engine task list has no option for "edit index entries".
The workaround has been to create options as workflow steps for the user to re-index, but that's a very manual process and feels clunky.
The option to edit index entries right from the task list would alleviate this.7 votesThis has been solved years ago.
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Delete checked-out documents that have been stapled or clipped.
Currently, checked-out documents are stuck in limbo if you staple or clip them in your tray. When you checkin the merged document to your cabinet, the checked-out documents that are now merged remain checked-out, and you are unable to delete them manually. I would love for the system to somehow identify when checked-out documents have been stapled or clipped, and then delete themselves when the merged document returns to the cabinet. Thank you.
5 votesThank you for your contribution. Your idea is available with one of our latest versions. We added some improvements to checked out documents.
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Create data record with Workflow Designer
It would be awesome to have the ability to create data records with workflow designer.
4 votesWith version 7.9, you can now use DocuWare's own REST API in the workflow. Data records can also be created from there.
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Stop Workflow Task if Document is deleted option
If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.
4 votes -
Webhooks / REST API in Workflows
In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.
4 votesThank you for your contribution. Your idea is available with version 7.5.
You’ll find more information here:
https://cloudnews.docuware.com/#/home/86058/2/2
https://cloudnews.docuware.com/#/home/86040/2/2 -
Allow tables in workflow tasks to be read-only
Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).
However, there's no way to have that table be read-only. The task user has the ability to edit the table.
There should be a read-only option for a table field in the task dialog.
4 votesStarting with DocuWare Version 7.10 index tables can be set to read-only.
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4 votes
Your idea is available in the product.
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Add a true purge option (retention policy) on filing cabinet level
Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.4 votesIf I understand this correct, than this is already possible since several versions. You need to set up a deletion workflow in the DocuWare Administration. There you can define a filter which documents should be deleted.
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Propagate Workflow Passwords Automatically with the User Account Change
For security purposes, passwords are changed frequently. However at the moment, if the User Account that runs Workflows is changed, all the workflows no longer function until every workflow is opened, and the password is adjusted there as well.
We would like the Workflow Passwords to be propagated when the User Account password is also changed.
3 votesThank you for your contribution. Your idea has been made available with one of the last versions.
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