Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…
3 votesYou can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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Allow more complex conditions for email notification triggers
We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:
Status = "Needs approval" AND
Department = "Accounting" OR Department = "Billing"One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Size of document with arithmetic expression or by direct assignments
Allow the "Size of document" with arithmetic expression or by direct assignments to use it directly in the Workflow Designer.
2 votes -
Workflow fields only display on stamp if populated
If you are putting a stamp on a document, and it has multiple fields in the decision, you are always forced to put those decisions on the stamp. Make a way where if the field is NULL the line/field doesnt populate on the stamp. This would help avoid clutter
2 votes -
Send one email to all recipients in Notification - Tasks
Hello,
For now, when an email is sent from the Task activity, it is sent individually to all users to whom the task is assigned. Unfortunately, business users are lost and do not know if the task is assigned to them personally or to the whole group.
It is too bad as a developer to add a condition and based on the condition (is the task attributed to a role or a user?), use the Notify activity.
Is it possible to add the option "notify everyone in a single mail" inside the Task activity?
Thanks a lot!
2 votes -
Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…2 votes -
enable sending a flattened PDF version of a document out of Docuware
Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.
2 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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When sending an email to a GV that matches the username of an inactive user, do not throw a general error task.
DocuWare R&D claims that this works as intended, but it makes no sense to work like this for inactive users.
Just looking to get this logic re-evaluated.
SR-215058-N9C6L
2 votes -
Add the same buttons in WorkflowTasks than in filecabinet results
Hi,
Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…2 votes -
Hidden some global variables in document workflow history
When working with a web service, sometimes it is necessary to obtain the credentials, user and authentication from another filecabinet with master data. If we are going to store these credentials in global variables, this appears in the document workflow history and, in some cases, should not be visible to all users, it must be hidden.
We propose that global variables can be managed so that they are displayed or not displayed in the document history.
2 votes -
Reassign Option on Tools
The reassign option should be available under tools when a user click on the task link for the notification email
2 votes -
Workflow
We would like to have the possibility for the users to see the "Assigned to" system variable in their workflow dashboard in the web client. There is a possibility to write the system variable to the index field and then to display this index field in the dashboard, but the index field can only get updated once we have moved to the next task or block in the workflow. But our use case relies on using the "Reassign" option while remaining in the same task. This is why we would need the option of showing the system variable to the…
2 votes -
dwdocsize in system variables
As a user I would like to have access to the system variable dwdocsize. This way I would not have to create this field as an index field first and have it filled via Autoindex.
2 votes -
Set indexes or variables to NULL in a workflow
Today, in a workflow, we can't set index values or variables to NULL.
We can "empty" this information but this is not optimal, it's not the same thing as passing them to NULL.The option is already present in the auto indexes
2 votes -
Prevent confirmation of a task until the linked form has been saved ("send")
When using tasks, it is currently impossible to set a condition on the "Confirm" button for the task (yellow and accessible by default).
This can be very inconvenient, especially if you need the user to fill in a form (link in the task dialogue box) before confirming the task.- Context: task, created with the Workflow manager, containing a link in the dialog box to a form to be filled in.
- Procedure: the task is assigned to a specific role. the user attached to this role must complete and save the form before validating the task.
- Limitation: currently, there are no…
2 votes -
Duplicate assign data fields
Ability to clic and duplicate a line in Assing Data
2 votes -
Easy Copy/Duplicate Decisions
Ability to duplicate a decision and all the configuration. Often only few parameters change.
2 votes -
send file from other document
When sending a mail, be able to add the file from another DocuWare document.
2 votes -
Number the lines in Workflow Designer.
Please number the data assignments etc by number of lines. When the validation checks if there are any errors it just states line number 103 for instance then I have to count all the way down to that before I find the line. It would be much quicker if numbered.
2 votes -
Assign to store user without having to create GV
Right now everytime I want to assign a task to store user, I have to create a "user variable" and assign an index entry "Store user" and only then I can assign the task to this variable. It would be great if we just have another option / radio button in "Assign to" module that would specify "Store user".
2 votes
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