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4239 results found

  1. The line breaks from memo-type indexes in workflow email

    The line breaks from memo-type indexes must be preserved when they are used in the body of an email sent via the workflow engine.
    Currently, it is necessary to manually insert <br> tags to keep the formatting.

    2 votes

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  2. Make the used filters in the dynamic lists to stick after logout/login

    Hello,
    When using a list, you can filter it on each column, which is great for several users to use the same list with different approaches.
    However, when refreshing the page or logging out, the used filters are not saved for the users in the list tab.
    It's hard to understand for the users because it's a feature you already implemented on the Tasks tab. Every time you filter your tasks, the filter stays even though you're disconnecting and come back after.
    This feature would be a great addition to the Lists, because unlike the searches that are not saved,…

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  3. Mehrere Eingaben aus Webformular in Stichwortfeld indexieren

    Es sollte möglich sein über das Webformular direkt ein Stichwortfeld zu indexieren. Das könnte so umgesetzt werden, dass es direkt ein Stichwort-Feld als Feldtyp im Formular gibt, oder dass man mehrere Text- oder Dropdown-Felder dem gleichen Stichwortfeld zuordnen kann. Aktuell muss ich immer eine Tabelle mit einer Spalte anlegen, und dann im Workflow die Informationen daraus in das Stichwortfeld schreiben.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Automatische Wiederherstellung von Datenbankverbindungen in importierten Workflows

    Beim Import vorkonfigurierter Lösungen über den LocalData Connector sollten Workflows bestehende Datenbankverbindungen automatisch erkennen, sofern die Datenquellen identische Namen und Strukturen besitzen. Aktuell ist das nicht möglich, da die Workflows im Hintergrund nicht mit den Tabellennamen, sondern mit GUIDs arbeiten. Dadurch werden beim Import keine Verknüpfungen zu den vorhandenen Datenquellen hergestellt, auch wenn diese strukturell identisch sind.

    In der Praxis bedeutet das, dass sämtliche Workflow-Zuordnungen manuell neu verbunden werden müssen – ein erheblicher zeitlicher und organisatorischer Aufwand, insbesondere bei umfangreichen Lösungen mit vielen Datenquellen.

    Eine Funktion zur automatischen oder halbautomatischen Wiederherstellung der Verbindungen beim Import würde diesen Prozess deutlich vereinfachen.…

    2 votes

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  5. Optionally restrict the model space per cabinet and / or document type

    When documents are imported into an intelligent indexing tray and the option for restricting the model space per cabinet and / or document type is configured, intelligent indexing should only take already processed documents into account, which are from the same cabinet (as the cabinet defined for the tray) and /or documents, which have the same document type as preset by the import configuration, respecitvely.
    Background: In praxis, often documents are presorted by file cabinet and / or document type before they are scanned or when an individual mail inbox is configured per document type (invoices, e. g., have their…

    1 vote

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    1 comment  ·  Indexing  ·  Admin →
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  6. “Wait for event” Ereignis mit "OR" arbeiten

    Aktuell ist es nicht möglich bei einem “Warten auf Ereignis" mit "OR" (analog zum Startereignis) zu arbeiten.

    Dies wäre von Vorteil, wenn bspw. innerhalb einer Projektmappe auf mehrere unterschiedliche Belegarten gewartet werden soll.

    3 votes

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  7. Dokument im Viewer nicht schließen, wenn in einer Aufgabe auf eine Verknüpfung geklickt wird.

    Wenn ich in einer Aufgabe im Viewer auf eine Verknüpfung klicke, um die Rechnung mit dem Lieferschein o.ä. zu vergleichen, schließt sich das Dokument im Viewer und man kann beide Dokumente NICHT mehr vergleichen. Unser Kunde ist sehr unzufrieden damit!

    1 vote

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  8. Verknüpfung sollte im Viewer nur angezeigt werden, wenn sie auch besteht.

    Jetzt werden Verknüpfungen angezeigt, obwohl es kein verknüpftes Dokument gibt. Der User klickt darauf und es öffnet sich eine leere Liste. Das ist nicht benutzerfreundlich, sondern eher frustrierend!

    1 vote

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  9. Enable indexing and searching of data from Form Tables

    It would be very useful if data entered into tables within DocuWare Forms could be indexed into searchable fields in the file cabinet (or used in merged forms).

    Currently, table data can only be stored in a table field and cannot be indexed or searched. Allowing table data to be mapped to normal index fields (e.g. text or keyword) would make it possible to search for and filter documents based on the information entered in the form table.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Terminalserver korrekt unterstützen

    DocuWare unterstützt nach wie vor Terminalserverumgebungen nicht korrekt

    Userprofilinformationen werden in ProgramData gespeichert anstatt im Roamingpofil des Users
    Die Desktop Apps verbinden sich Browserabhängig. Stelle ich die Verbindung per Edge her funktioniert sie nicht in Chrome.
    Bei Terminalserverumgebungen mit mehrere Terminalservern müssen Verbindungen stets neu erstellt werden und man muss sogar auf den Browser aufpassen.

    Hier hat DocuWare meines Erachtens ein Architektonisches Problem das alle Kunden mit Terminalservern betrifft. Das sollte man dringend anpassen da sonst größere Mittelständische Unternehmen vor allem mit großen Terminalserverfarmen und Load Balancing nicht unterstützt werden.

    Auch der DocuWare Desktop Dienst wird unter einen Lokalen System…

    1 vote

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  11. Ansicht Ordner Verträge

    In der Ansicht der Ordner im Archiv Verträge werden mehrere Spalten angezeigt, die keine Infos enthalten, z.B. ist die Spalte Projekt oder Dokumentennummer leer. Die Infos kommen erst weiter unten in der Hierarchie.
    Leere Spalten anzuzeigen finde ich verwirrend, weil man Inhalte erwartet.
    Besser: keine Spalten in der Übersicht

    1 vote

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  12. Workflow-Lizenz: Anmerkungen und Stempel im Workflow

    Mit einer Workflow-Lizenz ist es derzeit nicht möglich, Anmerkungen oder Stempel im Workflow anzubringen. Diese Einschränkung führt bei vielen Kunden zu Unmut und erschwert die effiziente Verarbeitung von Dokumenten im Workflow. Besonders bei Rechnungen, bei denen zahlreiche einzelne Positionen gekennzeichnet werden müssen, reicht ein Bemerkungsfeld innerhalb der Indexfelder nicht aus.

    8 votes

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  13. Ich schlage vor, dass der Versand von Dokumenten an mehrere Mailadressen gleichzeitig möglich sein sollte.

    Ich schlage vor, dass beim Dokumentenversand (beim Versand von ausgefüllten Formularen, wie Ausgangsaufträgen o. ä.), wie in einem normalen Mailprogramm, mehrere Mailadressen getrennt durch Semikolon eingegeben werden können und der Versand des Dokuments per Mail dementsprechend parallel an mehrere Mailadressen erfolgen kann.

    1 vote

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  14. Beliebige Dokumente verknüpfen (nicht klammern/nicht heften)

    Wir bekommen von unterschiedlichen Kunden Rechnungen und Belastungsanzeigen. Sie kommen an unterschiedlichen Tagen, in beliebiger Reihenfolge und können unterschiedliche Belegnummern haben.

    Der erste Beleg wird ins ERP-System exportiert und von der Buchhaltung gebucht. Das darf beim zweiten Beleg nicht mehr erfolgen.

    Wir suchen nach einer Möglichkeit den zweiten Beleg als Begleitdokument des ersten Belegs zu kennzeichnen. Im Prinzip sollte die Möglichkeit bestehen, jedes Dokument mit jedem anderen Dokument zu verknüpfen.

    Dadurch können wir ihn nach dem Export ins ERP-System verhindern und nicht mehr bis zur Buchhaltung durchreichen.

    1 vote

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  15. Adding an option to also delete from the Recycle Bin when migrating from the Document Tray in StorageRobot.

    When using StorageRobot to migrate documents from the Document Tray to the File Cabinet, we set the configuration to delete the source documents.

    In this scenario, the documents migrated from the Document Tray to the File Cabinet are automatically moved to the Recycle Bin. When migrating a large volume of documents, having the exact same data transferred to both the Recycle Bin and the File Cabinet significantly strains the storage capacity.

    Therefore, we request that an additional option for automatic deletion from the Recycle Bin be added to StorageRobot, alongside the existing "delete from source" option, when migrating documents from…

    1 vote

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  16. Request to Enable Filtering of Selection Lists Based on Logged-in User in DocuWare Forms

    In DocuWare Forms, I would like to use the logged-in username to filter selection lists. Specifically, I want to display information related to the logged-in user in a selection list. However, since it is currently not possible to use the logged-in user's text field as a filter condition for another field, I would like to request that this functionality be made available.

    2 votes

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  17. Request to Enable User Selection by Full Name in Workflow Task User Lists

    Currently, in the user list displayed on workflow tasks, only the logged-in user can be selected. We would like to request a feature that allows users to be selected based on their full name, combining First Name and Last Name. This would improve usability and clarity when assigning tasks within workflows.

    2 votes

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  18. Request to Enable Keywords and Table Fields in Autoindex Conditions

    Please make it possible to use keywords and table fields in the Autoindex feature. Currently, Autoindex does not allow the use of keywords or table fields for data comparison. If these could be utilized, the system’s usability would be greatly enhanced.

    2 votes

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  19. Veranstaltungen/Schulungen

    Hallo zusammen,

    es wäre Super wenn es wieder vor Ort Schulungen/Veranstaltungen wie die DocuWare User Conference geben würde. Diese Veranstaltung war super vor allem der Austausch und die Ideen wie andere Prozesse umsetzen genial waren.

    1 vote

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  20. Allow URL's to be put into the results/list dialogues so we can link to web pages or video links

    We use video clips as part of our documentation to support areas of our business such as property inspections and surveys, these are stored obviously outside of DocuWare, but it would be really useful to allow live hyperlinks as a field type in the results and/or list views so we can link a video/s to a record in DocuWare - alternatively a storage method in DocuWare to allow video format files

    1 vote

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