Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1335 results found
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Left Clicking or highlighting a value in the search dialog allows you to select and can copy the value.
From the file cabinet, left click on any of the value allows you to select that value (highlight) and copy so that you can paste it elsewhere, like back into a search dialog.
3 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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Importing from web basket
DocuWare Import from web basket:
allow import from web tray using dw import
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.
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Document Names stop use of AutoFill indexing
For some compliance reasons, the file name of the document being stored must be included as an index.
In 6.5 and 6.6, when you attemp to use Autofill Indexing with this file name as an index, Autofill will no longer work as it will not match the origional document's file name.
There needs to be a method where any index can be disabled for filtering to allow AutoFill to work on multiple documents.
3 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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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.
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Norwegian Date/Time Format
Alot of norwegian customers want norwegian Date/Time Format in the web client
3 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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Index image file properties
It would be great to be able to index the file properties of image (or all) files. This will allow our clients to store image files with properties coming from the camera or publishing apps and be able to search them through the Full Text search.
3 votesWe are currently not considering your idea.
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3 votes
Your idea has been added to our backlog. We are now further investigating the idea.
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STAMP FIELD COLORS
I believe that it would e very beneficial to provide the ability to set color options for specific fields within a stamp for the foreground color. And allowing there to be a criteria based on IF, AND, ONLY statements.
I believe this would be very useful in a very redundant accounting enviroment to ensure that something new on a stamp catches the eye of an individual without opportunity to be missed.
3 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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UTC Time Stamp VS. Actual Time Zone
We have a client that handles claim records and they just noticed that the time stamps are all recorded as UTC. While we understand that UTC is universally suitable, there are times where actual time stamps are required. It would be beneficial if there was a built-in time zone offset in the administration console to record time stamps based on a specific time zone or utilize the server time.
3 votesUTC is universally suitable, For users it is always translated into their specific time zone settings. This way the timestamp is always valid.
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Formulare in Briefkorb ablegen!
Es wäre ein wichtiger Schritt, die Möglichkeit anzubieten, die Formulare in Briefkörbe übermitteln zu können. Die Formulare kann man aktuell zu einem Ablage Dialog zuordnen (was ein Workflow auslöst). Es wird vielles vereinfachen, wenn die Formulare auch in einem Briefkorb gehen können und dann erst durch Mitarbeiter in einem Ablage Dialog indexiert werden kann.
2 votes -
Form table option to add different custom predefined entries and make them read only.
I have a travel expense form with 14 items that can be submitted for reimbursement listed in rows with dates/day of the week as column headers. I currently cannot build a table with this layout. The table is limited to 10 columns. I can add rows with a drop down of available options but that is not as user friendly. Please see example.
2 votes -
Make it so that when creating a workflow for a document created with a merge form you can use it for multiple forms.
I have several merge forms that create the same document. For example employee benefits. When a new employee is hired they fill out a form and choose what benefit packages they want, 401(k) investment options and everything. But then I have a merge form for each option individually like just health insurance because an employee might want to make a change to just one of those benefits like the birth of a child. There wouldn't be any reason to fill out the 401(k) part for that. The problem I have is that I need to create multiple workflows that are…
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 -
Change the workflow designer to allow changing a data assignment without changing the entry type and destination.
I am using data assignments in a workflow to fill in a table on a merge form from a table field. It is a work around that works but the annoying piece is that I set up a data assignment that fills in a row and then I should just need to copy to data assignment for each row but change the field name and the index number of the data entry. Unfortunately when I change the field/variable it wipes out the entry type and entry. So I have to copy the entry to the clip board and then put…
2 votes -
Add document capture datetime as index field
Sometime customer needs to know when document is captured - arrived in Document tray. Now when document is stored this infromation is not accessible and customer not have way to check how long time document was in document tray before stored. In some situations it would ne neccessary to keep this value as system entry data.
2 votes -
Allow Export of the Documents File Name
Please add Document File Name as an Exportable Field.
"System - Doc ID" and several others are available, but not the Name2 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 -
Workflow fields only display on stamp if populated
If you are putting a stamp on a document, and it has multiple fields in the decision, you are always forced to put those decisions on the stamp. Make a way where if the field is NULL the line/field doesnt populate on the stamp. This would help avoid clutter
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
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