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195 results found

  1. Workflow - Allow Operators in Filtering

    I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.

    7 votes

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  2. Comment Marker on workflow steps

    Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  3. Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths

    It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  4. Store document by drag and drop on workflow task

    Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
    The only option for now is to append a document to a document in a workflow.
    But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
    This option is already available in taskmanager but not in workflow manager.

    7 votes

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  5. Stamps need too many clicks

    When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.

    7 votes

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  6. Numeric Data Type in Table Fields

    Either allow casting of cabinet numeric fields to decima in workflow tables or allow numeric data types in table fields. This discrepancy between allowable data types limits the filtering of data in tables.

    6 votes

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  7. Allow task assignment to all users from group

    Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.

    I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
    To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.

    Except for their use as targets in workflows they…

    6 votes

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  8. Reprocess workflow items after a task change is made

    Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.

    6 votes

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  9. In Workflow Task Escalations add reroute in Out of office settings

    Using substitution rules is a hassle. Please just add a reroute option if the assigned user to a task is set to "out of office". This way a task can be reassigned easily directly in the Work Flow Designer.

    6 votes

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  10. Workflow: Remove active instances immediately from Tasks if User is removed from a Role

    Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.

    6 votes

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  11. Allow Workflow Controllers to Move an Item to A Different Node in The Workflow

    Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future

    6 votes

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  12. Right-Click "Open Document in File Cabinet" for Workflow Tasks

    It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.

    6 votes

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  13. API - Transfer without annotations

    Since 7.9 we can access Platform API directly in the workflow.
    The transfer call allows us to copy a document from one storage location (File cabinet or tray) to another.
    However, I can't transfer the document without the annotations. It could be a good thing to be able to have the choice to copy with or without annotations (parameter in the call ?).

    The goal is to have the ability to place specific stamps that, once merged, can be used as anchor text for signature purposes. We cannot have other stamps or annotations on the signed document.

    I hope this…

    5 votes

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  14. 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.

    5 votes

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  15. Create a Dashboard for workflow?

    Add the ability to display in a dashboard, not just lists where each document is in a workflow, including wait steps when applicable.

    This would need to be available not only by controllers but also additional upper management with Read-Only licenses.

    5 votes

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  16. Global Workflow-Variables in JSON-Path Queries for Workflow Designer

    Make it possible to use workflow-variables in JsonPath to be able to filter Json-Results from webservices dynamically (like in arithmetic statements). At the moment you can only use index-values.

    5 votes

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  17. Perform Workflow Task Items in System Emails

    A fantastic functionality would be for recipients of workflow task emails to be able to select an option for that task directly from the system's email. Many users are able to receive and respond to emails even though it could quite some time before they're able to access a computer. In a large environment having all required users install the mobile app isn't always practical and with table fields being part of many workflows the mobile app is out anyways.

    5 votes

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  18. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    5 votes

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  19. Improve Testing and Add Unit Tests to Workflow

    Allow us to create saved unit tests for the workflow system.
    That way we can press a button to see if any modifications broke anything in the system.

    Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.

    5 votes

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    2 comments  ·  Workflow  ·  Admin →
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  20. desktop notification

    A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.

    5 votes

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