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209 results found

  1. the ability to create a workflow for a merge form that has not been published.

    I have an enrollment form with a whole bunch of merge forms. I am updating it and have added a merge form that has not been published yet. I would like to be able to create a workflow for that merge form but I can't because it is not published.

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  2. Give the ability to run a workflow on demand.

    It would be a benefit to be able to run a workflow on demand. A workflow doesn't always need to run on schedule but just on a sporadic basis. I would be nice to kick one off manually.

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  3. New worfklow systemvariables containing Profile Data

    All user accounts contain e-mail, salutation, firstname, lastname as well as out of office dates. This information should be available as system variables in the workflow manager. That would be extremely helpful to create personalized task-notifications and e-mails. (Additionally, a gender-neutral form has to be incorporated into the salutation.)

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  4. Request for Automatic Completion of Assigned Workflow Tasks upon Index Changes

    We would like to request a feature that automatically completes workflow tasks already assigned to users when an index change or similar action occurs. This would help streamline operations and reduce manual intervention in cases where the task becomes irrelevant due to updated document data.

    1 vote

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  5. webhook creation of link to collect a feedback from a webservice and trigger index and workflows

    We need to be able to create a link to give it to a webservice which will call that link to sent information like a status for paiement or an electronic signature.
    When this link is called by external services we need to exploit the content to trigger a workflow or update an index the same way it is already possible for a webservice synchronous response

    1 vote

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  6. allow a user to complete part of a task

    I have a table field that I would like to complete in a task over time. I have to do it by going into the document and entering the data through edit index entries instead. In my case I have an inventory piece to purchase orders. When a purchase order over a certain dollar amount comes in it triggers a workflow to assign and tag the items purchased. For me, I order computers and set them up and deliver them over a few days. I can't stick the tag on a device and enter the information in the table in…

    1 vote

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  7. Value from another file cabinet

    Workflow. I want to search value in another file cabinet. For example some approval limit. Now I need to create extra global variable, fill it with text "Approval limit" and use this global variable in SQL query for file cabinet. The following SQL query doesn't work: Limit = 'Approval limit'. I need to create global variable with the mentioned text and use the global variable. Same for my colleagues.

    1 vote

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  8. Read only in task

    Worfklow task. When I change the field behavior to read only, I need to define again the predefined value. Why? Could the workflow designer keep the predefined value?

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  9. Read only in task

    Worfklow task. When I change the field behavior to read only, I need to define again the predefined value. Why? Could the workflow designer keep the predefined value?

    1 vote

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  10. Stop workflow from Workflow Designer "Active Instance" tab

    Please add the option to stop the workflow in this tab, We only have Continue option; this may lead to an infinite loop

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  11. Stop workflow from workflow designer Waiting Instances tab

    In Workflow designer, there is an option to stop a workflow from "Active Instances" tab, why is the same is not available in the "Waiting Instances" tab. We only have Continue Action. this may lead to infinite loop sometimes as you continue, condition is not fulfilled in the workflow and come back to Waiting Instance.

    1 vote

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  12. Groups in email task

    Allow Group selection when assigning users to an email. Also nice if it worked the same way as Task Assignment where you can select all in the group, or specific users in the group.

    1 vote

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  13. email task search users

    We have a lot of users, would like to see a search option when assigning users to an eMail Task.

    1 vote

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  14. 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

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  15. 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

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  16. 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.

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  17. 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

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  18. 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.

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  19. 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

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  20. 1 vote

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