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198 results found

  1. Add option or Out of Office

    Have the ability in Out of Office to HOLD a task and not have it transferred to the next person when Out of Office is turned on.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  2. Add translations to workflow actions/buttons to support multinational companies

    I have an existing customer who is looking to expand their usage of the system to include users in different countries.
    As such they would like the workflow actions to reflect their language.
    At the moment the only way I can see to do this is to include the translations of each language on the button but this doesn't work because there are too many characters.
    What would be good is if the locale of the user was used to select the translation of the label so that it would support a greater number of users in a multinational company.

    1 vote
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  3. A public or personal stamp can make a decision on a workflow task

    It would be ideal if the created stamps could be linked in the tasks of a workflow to make decisions.

    1 vote
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  4. Add feature for user to suspend a workflow item at a task activity

    Add option for an end user to suspend a workflow task activity for a configurable amount of time. Sometimes you know a task cannot be acted upon immediately for whatever reason - it takes a week to get processed docs back from a third party for example.

    1 vote
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  5. Workflow Tasks - Notification Sound on Arrival

    Would be great to have the option for a Windows Notification when a workflow step arrives.

    Direct request from a client, and I thought it worthy enough to submit.

    Thanks!

    1 vote
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  6. Allow progress to be saved on a workflow task

    It would be nice to be able to save work on a workflow task for completion at a later time.

    For instance, when filling out GL account information on an invoice with a lot of line items, it would be nice to be able to save the progress to be completed later. Let's say I have an invoice with 50 line items that all need to be coded to a different account. Maybe I get to line 30 and need to go to a meeting. There isn't any way to save my progress so I can finish later.

    1 vote
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  7. Conditional Formatting when Assigning.

    For example:

    I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.

    I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc

    1 vote
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  8. Remove authentication prompt when testing workflows

    It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.

    1 vote
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  9. workflow email list

    In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query

    1 vote
    2 comments  ·  Workflow  ·  Admin →
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  10. Within Tasks, Add Conditions To Assign

    Within Tasks, Add Conditions To Assign.

    For example, if Workfield = "Escalate" or Value = Exceeds Value then assign to this person, otherwise continue. etc.

    1 vote
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  11. version field in task

    Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.

    1 vote
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  12. Change trade to non-trade

    When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.

    1 vote
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  13. Add the ability to archive emails sent via a workflow

    Currently you can send emails via a workflow. It would be nice to be able to archive those emails based on settings saved to the task in the workflow responsible.

    1 vote
    1 comment  ·  Workflow  ·  Admin →
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  14. Index value fields

    Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

    Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

    File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
    "can be empty", "new entry"

    1 vote
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  15. Please give us a pop up menue when new work flow is uploaded.

    When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

    1 vote
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  16. Purge WF history instances

    It would be nice to select WF history instances and purge them, leaving only the most recent.
    Useful to clean up WF history list instances for WF's that run multiple times on a document.

    1 vote
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  17. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote
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  18. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote
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