Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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Store document by drag and drop on workflow task
Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
The only option for now is to append a document to a document in a workflow.
But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
This option is already available in taskmanager but not in workflow manager.7 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. -
Stamps need too many clicks
When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.
7 votes -
Reprocess workflow items after a task change is made
Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.
6 votes -
Workflow: Remove active instances immediately from Tasks if User is removed from a Role
Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.
6 votes -
Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
6 votes -
Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths
It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.
6 votes -
Allow task assignment to all users from group
Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.
I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.Except for their use as targets in workflows they…
5 votes -
Create a Dashboard for workflow?
Add the ability to display in a dashboard, not just lists where each document is in a workflow, including wait steps when applicable.
This would need to be available not only by controllers but also additional upper management with Read-Only licenses.5 votes -
In Workflow Task Escalations add reroute in Out of office settings
Using substitution rules is a hassle. Please just add a reroute option if the assigned user to a task is set to "out of office". This way a task can be reassigned easily directly in the Work Flow Designer.
5 votes -
calculate rows in table fields in a workflow
I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.
5 votes -
Allow Workflow Controllers to Move an Item to A Different Node in The Workflow
Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future
5 votes -
Right-Click "Open Document in File Cabinet" for Workflow Tasks
It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.
5 votes -
Improve Testing and Add Unit Tests to Workflow
Allow us to create saved unit tests for the workflow system.
That way we can press a button to see if any modifications broke anything in the system.Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.
5 votes -
Email Notifications - File Cabinet vs Individual Users
Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.
Please allow the ability to set a notification template at the file cabinet level.
Regards,
Bret Messer5 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Add the ability to set a stamps max width/height
Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.
Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.
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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Live table field calculations in workflow task (like forms)
It would be great if we could do live line item calculations like we see in forms. For instance, on an invoice, we enter the quantity and price each for a line and the next column automatically fills with the subtotal.
4 votes -
Automatically confirm a Task once the linked form has been saved (click on "Send")
Add the option in the Task settings (e.g. in the WF) for a form generated from a task, to automatically confirm the linked task as soon as the form is filled in and "sent".
For the moment, when I save my form, I have to go back to the task to click on the "Confirm" button for it to disappear from my list.
DocuWare Cloud Client 7.8
4 votes -
Perform Workflow Task Items in System Emails
A fantastic functionality would be for recipients of workflow task emails to be able to select an option for that task directly from the system's email. Many users are able to receive and respond to emails even though it could quite some time before they're able to access a computer. In a large environment having all required users install the mobile app isn't always practical and with table fields being part of many workflows the mobile app is out anyways.
4 votes -
Add a Multi-Decision workflow component
Presently we have a decision component, basically an If-Then-Else scenario. In order to check for multiple conditions, I end up with two or more cascading decision components until a condition is met, or the workflow falls through to some other state.
It would be very helpful to have a single decision component that would allow for multiple possible decisions and associated outcomes, and allow routing based on one of those decisions.
4 votes -
Workflow Task Search
Provide a search box for workflow tasks for users to quickly and easily find a particular task/document within that workflow as task lists can get very lengthy.
4 votes
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