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32 results found

  1. Approve More than One Task at Once

    Many times clients have requested that they be able to select multiple documents in a task (or result) list and simply select "Approve" to stamp and mark them all as approve, as opposed to going through them one by one. This could be a HUGE time saver for companies.

    133 votes

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    16 comments  ·  Workflow  ·  Admin →
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  2. Filtering Option in the Workflow Client

    If one user, e.g. accounting, has many workflow steps of the same workflow (e.g. "allocation", "declined", "approved", "to be proved", ...) he gets all this steps in one VERY big list.
    The users now want to filter for one step (e.g. "to be proved") so that they can work of this peticular step and afterwards go to the next step.
    So a filter Option, where you can select the shown workflow steps would be nice.

    123 votes

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    17 comments  ·  Workflow  ·  Admin →
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  3. Export Tasks as CSV

    Just like you can export a csv from a result list, it would be nice to export your workflow tasks as a csv

    38 votes

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    5 comments  ·  Workflow  ·  Admin →
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  4. Include the ability to write to table fields automatically

    Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!

    35 votes

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    3 comments  ·  Workflow  ·  Admin →
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  5. Workflow reasign button hide

    In current version (6.8) it is not possible to remove/hide reasign button. Each user can reasing task in every step of the process even though it is not allowed in process. Also users can see all roles, groups and users of current organisation which is unnacceptable and it is stopping workflows. Admin should have option to remove this button (show/hide), at least that.

    24 votes

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    2 comments  ·  Workflow  ·  Admin →
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  6. Workflow dynamic search (like datatable html5 search input)

    Sometimes you can have a many hundreds of tasks in your workflow tab(s) but today you can only sort by ascending/descending collumn.

    if you only want to check specific ones with some keywords or strings, just type for example the first letters of the supplier name supplier name and/or the invoice status and the list simply refresh with the query parameters set in the input(s)

    You can set a unique search input or an input on top of each column as my screenshot suggest it

    That's a pretty common feature when dealing with tables of data and could improve task…

    20 votes

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    3 comments  ·  Workflow  ·  Admin →
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  7. change/hide workflow history tabs

    It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs

    15 votes

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    0 comments  ·  Workflow  ·  Admin →
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  8. reassign multiple tasks

    ability to move multiple tasks / documents to any given version of a task, user or group or role of a task in mass.

    15 votes

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    2 comments  ·  Workflow  ·  Admin →
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  9. Allow the use of multi column select list in task decisions,

    It would be great to be able to use the data in an existing field narrow down the available selection of a list via a multi column select list

    12 votes

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    4 comments  ·  Workflow  ·  Admin →
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  10. Workflow Manager

    If a document is deleted in the middle of a workflow. The docuware system should then delete the Task that is related to that document. Currently that is a manual Task.

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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  11. Enable stamps on workflow tasks with table fields

    And then have the option to select which fields need to be included in the stamp and make it so that table fields cannot be included in the stamps.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  12. Edit Index Entries in Workflow Engine

    The workflow engine task list has no option for "edit index entries".

    The workaround has been to create options as workflow steps for the user to re-index, but that's a very manual process and feels clunky.
    The option to edit index entries right from the task list would alleviate this.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  13. Delete checked-out documents that have been stapled or clipped.

    Currently, checked-out documents are stuck in limbo if you staple or clip them in your tray. When you checkin the merged document to your cabinet, the checked-out documents that are now merged remain checked-out, and you are unable to delete them manually. I would love for the system to somehow identify when checked-out documents have been stapled or clipped, and then delete themselves when the merged document returns to the cabinet. Thank you.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  14. Create data record with Workflow Designer

    It would be awesome to have the ability to create data records with workflow designer.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  15. Stop Workflow Task if Document is deleted option

    If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.

    4 votes

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    Completed  ·  1 comment  ·  Workflow  ·  Admin →
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  16. Webhooks / REST API in Workflows

    In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.

    4 votes

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  17. 4 votes

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  18. Add a true purge option (retention policy) on filing cabinet level

    Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
    This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.

    4 votes

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  19. Propagate Workflow Passwords Automatically with the User Account Change

    For security purposes, passwords are changed frequently. However at the moment, if the User Account that runs Workflows is changed, all the workflows no longer function until every workflow is opened, and the password is adjusted there as well.

    We would like the Workflow Passwords to be propagated when the User Account password is also changed.

    3 votes

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  20. Workflow: Export Active Instances

    On the taskbar within the cloud based version, it'd be great to have the ability to export the active instances in the workflow.

    3 votes

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    1 comment  ·  Workflow  ·  Admin →
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