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14 results found

  1. Workflow Dashboard for Reporting / Monitoring / Analysis

    Provide a dashboard for the workflow that would allow an administrator or department manager the ability to view the status of all the documents in the workflow, see who has the document, how long they have had the document and provide the outputting of a full report on documents in the workflow with this information in a format that would allow the user to review the workflow activity to determine if there are bottlenecks, people not doing their jobs, more accurate tracking of time to process documents, etc.

    129 votes

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    9 comments  ·  Workflow  ·  Admin →
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  2. Visibility of the workflow document when openning the linked documents

    The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.

    47 votes

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  3. Set notifications preferences

    It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
    1. send me a mail for each task
    2. send me a mail once a day
    3. send me a mail once a week

    29 votes

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    0 comments  ·  Workflow  ·  Admin →
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  4. workflow copy objects in workflow.

    you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.

    25 votes

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    0 comments  ·  Workflow  ·  Admin →
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  5. multiple fields in email notifications

    We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.

    21 votes

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    1 comment  ·  Workflow  ·  Admin →
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  6. Be able to assign Stamps to only be availalbe for particular Task Lists.

    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

    12 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. Add the ability to run workflows on web baskets

    Since web baskets are technically cabinets in the background, I'd like the ability to run workflows on them. For example, I'd like to run a deletion workflow at the end of each week on some of the baskets to purge the remaining documents that users didn't delete when they were finished.

    10 votes

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    1 comment  ·  Workflow  ·  Admin →
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  8. Allow customization of the workflow documents view per user

    Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.

    9 votes

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  9. 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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    0 comments  ·  Workflow  ·  Admin →
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  10. Email Notifications - File Cabinet vs Individual Users

    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

    Please allow the ability to set a notification template at the file cabinet level.

    Regards,
    Bret Messer

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  11. Add the ability to set a stamps max width/height

    Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.

    Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.

    5 votes

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    1 comment  ·  Workflow  ·  Admin →
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  12. Due Date from Start

    It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

    4 votes

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  13. 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 votes

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  14. 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 votes

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