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  1. 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...

    2 votes

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  2. Get email delivery status on mail sent from DocuWare Workflow

    It would be helpful if emails sent from workflow would show the delivery status in workflow history. Currently we can see the recipients but not if the delivery to the recipients was successful.

    2 votes

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  3. 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.

    2 votes

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  4. Pull user's first and last names from their account.

    With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.

    2 votes

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  5. Stop Workflow Task if Document is deleted option

    If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.

    2 votes

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  6. Display Workflow Users Assigned to a Group via a Role

    Currently if I have a workflow task and I create a field in the dialog that is set to user of a group and multi-select and I have specified a group for the task assignment to display a list of users. I have found that if the group contains a role that the members of the role do not display in the list of user for the workflow field defined as user of a group. Only the individual users assigned to the group NOT the users assigned to the Role that is listed as a member of the group are…

    2 votes

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  7. 2 votes

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  8. In the workflow designer allow a workflow to be scheduled if todays date = a date index filed

    In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…

    2 votes

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  9. Select a sender when I send an e-mail through workflow activity

    At the work flow when there is an activity with an e-mail, I can send the e-mail to differents addressee but if I want to change the sender or select the sender who have to send the e-mail it's impossible, isn't it, because always choose the sender from e-mail service, and as I see always have to be the same, so please how can I change the sender when I program to send an e-mail through activity from the workfrow. I think it will be very interesting to have the oportunity to select the sender because not always the e.-mail…

    2 votes

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  10. Make possible to assign a role on the substitution list.

    When a Task is assigned to a Role, we want to assign the task to a third user in the case of all the members of the role are out of the office.
    Thank you

    2 votes

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  11. workflow for multiple cabinets

    Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...

    2 votes

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  12. In a workflow table field entry I would like to set a required field for a specific row.

    In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…

    2 votes

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  13. Flag document if workflow has been stopped or errored

    Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers

    2 votes

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  14. Define reminder dates for tasks based on due dates rather than define due dates by reminder dates

    I frequently have workflows that require tasks to be due by x number of days after an indexed date.
    The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.

    I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.

    If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…

    2 votes

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  15. Workflow: Export Active Instances

    On the taskbar within the cloud based version, it'd be great to have the ability to export the active instances in the workflow.

    2 votes

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  16. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes

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  17. Create a "document object" variable in Workflow

    I would like to add document in a workflow task and store it in a particular file cabinet.
    Other idea could be to manage this feature via DocuWare Form.
    - validate the task to certify tha the link to the form on workflow task is been executed (and document stored via Form)
    - allow the choice to split on DocuWare Form, the registration from its attached.

    2 votes

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  18. Trigger workflows from the contextual menu

    Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.

    2 votes

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  19. Make tasks "read" only when the image is opened

    Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.

    Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.

    2 votes

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  20. Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

    We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

    2 votes

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