Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the user role for instance in billing a set of fields are available such as "create an invoice" that user would click on create an invoice and would ask a few questions or select from a few drop down menu of items (customizable by admin) and then hit submit. This would trigger a task without any document. the processing user would get the task that shows the form or populated fields such as create invoice, amount, customer, etc. and is now able to create the document.
Our office a lot of times has to assign tasks for creating documents when there is no documents that exist already. Another example is if a manager needs someone to create a report or a power point presentation.
I think it would be very helpful for many offices.
Irvin Smith
shared this idea
You can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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Bittner, Torsten
commented
The provided solution is a workaround. The workflow can't go past an activity if there are stamps active in the Task. Stamps can't be placed on an database entry.