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  1. 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.

    40 votes
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    Added to Ideas Backlog  ·  5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    39 votes
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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    36 votes
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    6 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Report Module

    Add a Report Module with capabilities to create customized reports based into Workflow History.

    35 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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!

    19 votes
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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

    19 votes
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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    18 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 week

    17 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    15 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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…

    15 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    15 votes
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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    14 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

    13 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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

    12 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    11 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Workflow Dashboard

    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.

    8 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have memo field in workflow

    It could be very nice to add memo field in workflow form. It's the only index type that we can't use at this time in the workflow, so this kind of index is not very usefull.

    8 votes
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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    8 votes
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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    8 votes
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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    8 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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