Client (English)

Please post all ideas that concern the DocuWare client in this forum.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Index value fields

    Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

    Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

    File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
    "can be empty", "new entry"

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Please give us a pop up menue when new work flow is uploaded.

    When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Purge WF history instances

    It would be nice to select WF history instances and purge them, leaving only the most recent.
    Useful to clean up WF history list instances for WF's that run multiple times on a document.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 3 4 5 7 Next →
  • Don't see your idea?

Feedback and Knowledge Base