Client (English)
Please post all ideas that concern the DocuWare client in this forum.
174 results found
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Workflow Dashboard for Reporting / Monitoring / Analysis
Provide a dashboard for the workflow that would allow an administrator or department manager the ability to view the status of all the documents in the workflow, see who has the document, how long they have had the document and provide the outputting of a full report on documents in the workflow with this information in a format that would allow the user to review the workflow activity to determine if there are bottlenecks, people not doing their jobs, more accurate tracking of time to process documents, etc.
120 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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Open Workflow Task from a Search/Result List
Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity
56 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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Code documents that have already been checked out in a different color.
Code documents that have already been checked out in a different color. This uses a visual to save a step/click on every document.
48 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. -
Visibility of the workflow document when openning the linked documents
The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.
46 votes -
Set notifications preferences
It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
1. send me a mail for each task
2. send me a mail once a day
3. send me a mail once a week28 votesYour idea has been added to our backlog. We are now further investigating the idea.
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workflow copy objects in workflow.
you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.
25 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Calendar Invite for workflow
We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.
23 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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multiple fields in email notifications
We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.
21 votesYour idea has been added to our backlog. We are now further investigating the idea.
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add a configurable stamp activity to Workflow Designer
Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.
20 votes -
Allow Wildcard (*) Searching in Workflow Task Form Field Select List
When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.
This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.
19 votes -
Improve keyword string splitting mechanism
When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.
You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.
Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...
You should add the possibility, in the data assignations inside the…
17 votes -
POP-UP Notification
In addition to E-mail notifications I would like to suggest a pop-up notification using desktop apps letting the users know that they have tasks pending.
E-Mails seem to get lost and don't continually prompt a user to complete their task. Or users might not have access to E-Mail. This should be on option people can mute or turn off.16 votes -
Stamping multiple documents in a single step be restored to the web client
Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client
16 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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Assign workflow controllers via roles
Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...
14 votes -
add keyboard short to confirm task
I'm surprised that you can't confirm a task without using the mouse. Customers confirm a lot invoices everyday and don't wanna use the mouse every time.
14 votes -
Clip documents within a workflow
currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document
13 votes -
Add Audit Trail for Workflow Designer
Add an audit trail in the Workflow Designer to see what changes were made between the different versions.
12 votes -
Be able to assign Stamps to only be availalbe for particular Task Lists.
Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .
For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.
12 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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Data in Form fields from different source
The ability to pull data into fields on a form from another datasource.
Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.
11 votes -
You need to be able to assign a specific SENDER email address within a workflow
When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:
AP invoice workflow send emails from AP@MYCOMPANY.COM
Order workflow sends emails from ORDERS@MYCOMPANY.COMThese should be selectable IN THE WORKFLOW
10 votes
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