Client (English)
Please post all ideas that concern the DocuWare client in this forum.
138 results found
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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 -
Pre-fill E-Form Values From An Existing DocuWare Record
It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…
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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The ability to index from a table on a form
Indexing from item fields in a table used on a form to be able to use the fields in a Workflow.
We have Purchase Order forms with the new table field type but want to be able to build a workflow based on the items captured in the table. Specifically the Total Sum Amount from one of the table fields. Depending on the Total Amount different workflow decisions need to be made.
5 votes -
Multi-Selection in Drop-Down menus
Add ability to choose multiple options also in drop-down menu.
5 votes -
public form security
Public Form protection from bots.
Public Form is very useful but it gives us a bit of unease to use it. it would be super if there would be some security preventive measures that is in place to protect the system when the form is open to public
5 votes -
Provide the ability to save progress of a docuware form
Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms
5 votes -
Can you add forms the mobile app?
Be able access Forms from the Mobile APp
5 votes -
Ability to Print from a Docuware Forms submission.
The ability to submit a Docuware Form, to have it populate to a merge form, as well as print locally, if needed.
5 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Form table option to add different custom predefined entries and make them read only.
I have a travel expense form with 14 items that can be submitted for reimbursement listed in rows with dates/day of the week as column headers. I currently cannot build a table with this layout. The table is limited to 10 columns. I can add rows with a drop down of available options but that is not as user friendly. Please see example.
4 votes -
Multi-Page Forms and Expressions
Multi-Step / page forms will allow to make extensive forms cleaner, but also, ability to use arithmetic expressions, calculations, database look ups, assign data, just like in a flow, to be presented in next page.
4 votes -
Calculated text in forms
It would be nice if we could have calculated text elements in forms. These elements would appear the same as a fixed text field but instead could be the result of a calculation much like we can with single line text elements.
The benefit would be a more clean and elegant look. Placing data into read only single line text fields are ok but looks a little bit like an afterthought.
4 votes -
Allow signatures on a prefilled form
I would like to be able to prefill forms with information and allow users to select the forms and obtain a signature using the signature control. For example, I want a dispatcher to fill out all of the delivery information onto a delivery ticket, which a driver will receive through DocuWare. Upon delivery, the driver can open the delivery ticket form and allow the recipient to apply their signature acknowledging delivery.
4 votes -
make merge form fields wrap text if needed
On certain documents, it would be helpful to be able to wrap text to fill a box. there may not be much side to side room to overlay the form data, but there can be top to bottom room.
4 votes -
forms on ipad
There should be an option to set forms to display in desktop view on mobile devices such as an iPad as a mobile view is to narrow for the screen size of a tablet.
4 votes -
Allow wildcard search in Docuware Forms
As far as I know, there is no possibility to search with a wildcard in a text field based on a select list.
Eg. :
I have a select list such as AB 100, 1B 101, AB 102,I'd like to get the result "AB 102" if I type "102", or even just "102".
Thanks,
F. Tassy
4 votes -
Add location services to populate Forms in the field
Adding the ability to capture cell phone location on a Form so for use cases where you have remote users filling out forms they can 1) Not have to enter address 2) Be used as "proof" they were at the site.
4 votes
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