Client (English)
Please post all ideas that concern the DocuWare client in this forum.
194 results found
-
3 votes
-
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 -
Allow Wildcards for Filtering in Monitor Tasks
This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.
Thanks!
3 votes -
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 -
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 -
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 -
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 -
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 -
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.
-
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.
-
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 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.
-
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 -
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 -
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 -
hide decision/choice in workflow
I would like to hide a workflow task decision for certain users from a role or group.
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 -
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 -
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
- Don't see your idea?