Client (English)
Please post all ideas that concern the DocuWare client in this forum.
194 results found
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Add the option to select a merge form to send from the email task
When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.
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.
This seems to be more a configuration issue as this could be already done today.
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2 votes
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In the workflow designer allow a workflow to be scheduled if todays date = a date index filed
In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…
2 votes -
Display multiple documents in workflow
It would be very powerful if you can display multiple documents in a workflow, basically the concept of a binder. Currently related documents is the only way to do that which requires toggling back and forth between screens. It is often necessary for an end user to see multiple document types to make a decision in a workflow task (It could even be documents in a different filing cabinet.) Additionally documents may be added to a filing cabinet downstream as part of a business process that need to be viewable in a workflow task.
The ability to select or filter…2 votes -
workflow for multiple cabinets
Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...
2 votes -
In a workflow table field entry I would like to set a required field for a specific row.
In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…
2 votes -
Define reminder dates for tasks based on due dates rather than define due dates by reminder dates
I frequently have workflows that require tasks to be due by x number of days after an indexed date.
The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.
If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…
2 votes -
Multi Filtering
Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!
2 votes -
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 -
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 -
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
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