Client (English)
Please post all ideas that concern the DocuWare client in this forum.
168 results found
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Copy Workflow to a new file cabinet
Would be nice to copy a workflow to a new file cabinet
2 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.
2 votes -
workflow notifications in history
DocuWare Workflow History on a document shows emails on a reassign of a task but it does NOT show any email activity when a task has notification enabled to send an email to the assigned user of a task. History absolutely needs to include an entry when a task notification email is sent as one of the automated activities.
2 votes -
Improve error notification in a task activity validation tab.
The validation tab will give you an error when configuring it incorrectly however if you rename the activity or rename fields then the validation gets broken. You can save the task and publish the workflow without a notification that the validation is broken. This causes an error when the user tries to confirm the task.
2 votes -
Add a Print activity in Workflow Manager
Add a Print activity in Workflow Manager so that printing the document or pages of it could be done automatically as a workflow task.
2 votes -
Workflow engine performance reporting tool
It would be nice if there were a cloud reporting tool that could analyze workflows for performance issues, long running queries, etc. and provide data on how long tasks are taking to complete behind the scenes. This would provide a good snapshot of what is going on under the hood. Currently any performance data or recommendations must come from support.
2 votes -
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 -
allow workflow administrators to retry errors for all tasks at once.
Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.
2 votes -
2 votes
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
give workflow designers the ability to customize font styles in workflow tasks
It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.
2 votes
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