Client (English)
Please post all ideas that concern the DocuWare client in this forum.
137 results found
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Capture data from barcode in to Forms
If we can capture data from a barcode directly into a web form using a mobile device, we can eliminate the human error at the time of capture of index data and this will make the job much faster in a production line, much like an import job from a pc that can read and capture the information contained in the barcode, see attached image for a sample of a capture from a mobile device.
11 votes -
Way to organize forms in the configure view- store in seperate folders or a way to search, sort etc.
10 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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Allow attachments to be stored as different documents instead of clipped to the form
Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.
9 votes -
In Merge Form Designer include "Wrap Text" and "Vertical Alignment" to text fields
There is no option to wrap text or align text vertically in Merge Form Designer, it would be very useful to include this feature.
9 votes -
Edit web form during multiple steps of a workflow before submitting to a merge form
For example on an Employee Injury Report form it would be nice for the employee to fill the top half of the form and then submit it to step 2 where a manager finishes filling out the form by utilizing the form itself and not a task dialog (no signature box is available in a task dialog). Then the form is submitted to a merge form which formats all the data into a pdf.
Currently you cant sign a form in multiple steps like this without using a stamp. This makes the workflow look very rudimentary.
9 votes -
keywords in forms and workflows
Ability to have KEYWORD field type in forms and workflows.
Also the table field types!! consistency between cabinet fields and forms and workflows would be great!9 votes -
Looping form merge
Fil the same forms more than once per single submission. Example Parent is registering multiple children for school. They choose "3" children. We can use behaviors to open up the questions for each child, name, grade, etc. It would be nice if I could fill the same forms three times, one per child because all the parent information etc is the same. Please just add some workflow logic to how many times to fill the form.
8 votes -
Conditional forms merge based on values entered by user
Choose to fill a form or not based on values entered by user. Example: onboarding for a multi state HR department. If the user works in Illinois only the Illinois state tax form is filled and stored, the other states are not filled nor stored.
8 votes -
report folder
indexing by category that opens up as a report.
like 5+ day reports by teams, by project number.8 votes -
Accounting people want to type dollar amount without DOT ("."). We had this on 6.0 but not 6.9.
Accounting people used to type dollar amount without "." (DOT). For example, 12345 will show as $123.45. Old 6.0 version had this but not 6.9. Is it easy to turn this function back on? Thanks.
8 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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Behaviors on Tables in forms
Please add behaviors to tables on forms. Just like we're able to add behaviors to any fields to conditionally display, we have a case where we would like to show the table with the appropriate column name depending on a user selection.
7 votes -
Add "Assume Blank = 0" Option to Form Field Calculations
The new form field calculation is great, but I immediately ran into a snag implementing it on a PO form. I wanted to include line item totals for each line based on Quantity and Unit price fields filled in earlier, and then a PO Total field that adds together all line item totals.
The line item totals worked great. But the PO total doesn't fill in until every single line is filled in. Most POs this customer store only fill in the first one or two lines, so I can't create a PO Total field that's visible on the form.…
7 votes -
Form behaviors - nested filter so AND and OR can be used in filter simulations
Please add the ability to nest searches in behaviors. The filter should work like an Auto Index filter where you can group a bunch of or statements together with a single AND statement.
7 votes -
Configurable Output and Indexing settings for each Attach File field
Make it possible to store file attachments separately, instead of always clipping them to the main form(s). For example, in a W-9 Vendor Signup form, we may prompt the vendor to attach their Certificate of Liability Insurance. Instead of clipping this attachment to the W-9 form, we would like to store this document separately with a document type of "Certificate of Liability Insurance".
Currently, every attachment for every File Attach field gets clipped to the Web Form or to EVERY merged form that is configured. This is rarely the desired behavior and results in duplicate documents.
Instead, being able to…
7 votes -
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 SENECAL6 votes -
Multi Person/Stop forms
Sometimes forms need to be filled by multiple parties and it would be nice to be able to accomplish this simply in the form filler interface instead of having to build a workflow to fill in the remainder of the form.
6 votes -
Allow numeric select lists to index numeric data types in forms
In forms, you can not index a numeric field from a dropdown. This I am sure is for data integrity. The problem with this is that I have an external select list with a local data connector to my accounting database that has a column with an int data type. It recognizes it when I use it for an autoindex. Forms however do not recognize it. For my purposes, a quick solution would be to simply allow a numeric form field to be linked to a multi-column select list. That is what I am trying to do anyway. At DocuWorld…
6 votes -
the ability to link index fields on a form before the form is completed
Sometimes there is already data in Docuware that should be visual on a form, I'm thinking of a work order, for example. If you could generate the form where the customer data or the work order is already filled in, then that is very clear to the user who then has to fill in the work order with, for example, the materials used or hours worked.
Now you can only folder this after the form is linked back in Docuware.6 votes -
Forms - Fully Data Enabled
Requesting full data interaction in Forms. For instance, fill in a key value and have other fields fill in based on that. For instance: last 4 of social pull First Name, Last Name and DOB from data and fills in those fields. I wish that were there all the time and an existing client just asked me to put in a request for it.
6 votes -
Retain original file format in merge forms
For example if you use a word doc as the document to accept merge data into then store as a word doc and not convert to a pdf. Thereby enabling edit capability going forward.
6 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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