Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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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 -
add Notes pane to workflow task view
The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…
2 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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2 votes
Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Add a search tool to Tasks
It would be very helpful to be able to search for a task by using index criteria.
2 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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In the Task List Designer
Docuware would implement much effientcy by adding basic mathmatical excel funtion in the tasklist Designer,Since a good amount of users are also using this in there accounting process to approve invoices, this would provide a valuable feature and purpose. Please see my example attached.
2 votes -
hide decision/choice in workflow
I would like to hide a workflow task decision for certain users from a role or group.
1 vote -
Ability to store a memo in a variable
Ability to store a memo in a variable so you could set a termplate of email in html in a memo and call it from a workflow to a variable to use it.
1 vote -
export workflow
Currently only the Organization Admin is able to Export Workflows. When we have a team working with different file cabinets and different stages of development, it would be helpful to be able to assign the user to be able to export workflows and share their work.
1 vote -
Allow to get/copy Task URL Link from Web Client manually
Currently we only get Task URL from workflow activity.
But if we want to remind the task to the user's local email, we need to get the URL link.1 vote -
I would like a way to set an away person to approved/process tasks while away from office.
I would like a way to set an away person to approved/process tasks while away from office.
1 vote -
Ability to design texts shown in a WFM stamp
In some cases, if you show the texts of a keyword, the text grow width. It causes the stamp is few pleasant visibly. The config should be such the old stamps where you can enter a return of line for each element.
1 vote -
Add option to choose which result list workflow emails with document links use, instead of default result list only
When you "add link to document" from a workflow email node, that link will only and always use the default result list which is not always ideal.
1 vote -
Add possibility to put "Fixed, Index,.." as parameter of a Webservice (not only global variables)
When we are in the WorkFlow we can call a webservice. Currently, we could only put 'global variable' as parameter of the webservice. It will be very helpfull to be able to put other type like 'Fixed value', arithmetics, indexes,... (like when we are in assignation box for exemple). Somes webservices needs a lot of parameters, most of time it's just a fix parameters like name, ect. When you have many and many parameters to put, it's long to have to declare each parameter as global variable for just put a fixed value, just in order to put it on…
1 vote -
1 vote
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1 vote
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Configurar a nivel de WF que los formularios de fusión puedan ser bloqueados para evitar su modificación
Contar con la posibilidad que los formularios de fusión puedan ser bloqueados por medio de WF, para evitar su modificación, esto ayudara mucho para el envio automatico de información a clientes, sin la posibilidad de que puedan modificar el PDF enviado, y a la misma vez que algún usuario modifique el documento dentro del repositorio.
1 vote
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