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198 results found

  1. 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.

    3 votes
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  2. 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…

    3 votes
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  3. Allow notifications to be grouped (i.e. for the day) so that you do not bombard users with e-mails.

    3 votes
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  4. 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.

    3 votes
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  5. 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.

    3 votes
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  6. 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.

    3 votes
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  7. Add TLS encryption to e-mails sent from workflows

    If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.

    3 votes
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  8. Workflow Controller tasks in separate tabs, please

    In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

    3 votes
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  9. 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.

    3 votes
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  10. 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 votes
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    Not currently planned  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    You 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.

  11. 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 votes
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  12. Make fields in Table fields required based on values from other fields in the row..

    Hi. Make fields required dynamically based on values from the same row of fields(or from a lookup into a system/config file cabinet) ex..
    in many AP solutions you have rules in the accounting where ex a specific Account requires that ex field purpose/department needs to be filled out.. and on some Accounts its not required. it would be great if you could control this behavior ex via a lookup into a datasource..

    2 votes
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  13. Introduce a Brief Course on the Business Use Cases of Workflow

    The LMS provides several courses for DSC's on the components of DocuWare Workflow and in fact a pre-requisite for the course is a DSC certification. It would be ideal that a short business course is designed for DSAs to aid them with understanding several business uses of workflow and mention them during their engagements with prospects. The business uses of workflow are indeed embedded in the various case studies listed on the DocuWare website . it would be ideal to so as to say extract such cases and centralize them. Such data would surely be appreciated for competitive advantage and…

    2 votes
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  14. Add the ability to restore deleted Workflow Tasks

    Without knowing we stopped workflows for employees that are no longer here. Tired of getting emails that wont deliver. We didnt realize this would stop the flow for all users. It would be nice if when a workflow is stopped that it is moved to the recycle bin where we can restore

    2 votes
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  15. Allow the workflow designer to change retry attempts for individual workflows.

    KBA-36354 explains
    How to change the count of retry attempts of failed tasks. There are 2 problems with this. First, it isn't an option in the cloud and second, it is system-wide. I have been creating workflows as a workaround to fill in table fields in merge forms. I could do all of the error checking to see if a row is in a table before filling in the document but it is time-consuming tedious work that is unnecessary because the workflow manager has error checking. Unfortunately, it wants to retry 5 times before it simply gives up and moves…

    2 votes
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  16. 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
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  17. hide decision/choice in workflow

    I would like to hide a workflow task decision for certain users from a role or group.

    2 votes
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  18. 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
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  19. 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
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  20. 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
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