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  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

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  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. Allow Wildcards for Filtering in Monitor Tasks

    This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.

    Thanks!

    1 vote

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  4. 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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  5. 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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  6. Display multiple documents in workflow

    It would be very powerful if you can display multiple documents in a workflow, basically the concept of a binder. Currently related documents is the only way to do that which requires toggling back and forth between screens. It is often necessary for an end user to see multiple document types to make a decision in a workflow task (It could even be documents in a different filing cabinet.) Additionally documents may be added to a filing cabinet downstream as part of a business process that need to be viewable in a workflow task.
    The ability to select or filter…

    1 vote

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  7. 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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  8. Search for used fields and variables in Workflow Designer

    We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…

    1 vote

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  9. 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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  10. 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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  11. 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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  12. 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

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  13. 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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  14. Add a print option to the DocuWare Workflow

    Add a print option to the DocuWare Workflow so that they can be viewed in PDF format. This would be ideal for process mapping.

    1 vote

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  15. Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks

    When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.

    1 vote

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  16. 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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  17. 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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  18. 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

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  19. Dynamically Update Workflow tasks assigned to roles

    When a workflow task is assigned to a role, a task is simultaneously generated for every user who is a member of that role. This is problematic because when new colleagues are added to the role, they are unable to see workflow tasks that were created before they joined.

    1 vote

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  20. I suggest that you provide the ability to change and save the wording in the Subject and Text fields of the Send Request Command.

    Have the ability to allow users to save wording in the Subject and text fields on the Send Request command. This can will give some rationalization for user/groups and flexibility to there responsibilities.

    1 vote

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