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4239 results found

  1. Stamps - Permissions Loophole

    By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.

    3 votes

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  2. Add font color option to fillable form field in workflow

    I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
    The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…

    3 votes

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  3. Options for how to license new users sync'd from AD

    Right now, when a new user is added in the AD sync, they're automatically assigned a workflow license. If no workflow license is available, they're automatically assigned a named license. It would help to have more control over this. Maybe give us the option in the User Synchronization tool to select between "assign named license to new users" "assign workflow license to new users" and "assign no license to new users". (Some customers have limited licenses they manage manually; the last option would be helpful for them.)

    2 votes

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  4. Feldverhalten zum Tabellenfeld fehlt!

    So wie es scheint gibt es nun ein Tabellenfeld in Forms, jedoch kann man das Tabellenfeld nicht mit dem Wert "Verhalten" im Formular verknüpfen. Das ist sehr ungünstig, da ich ggf. das Tabellenfeld nur einblenden möchte, wenn ein bestimmtes Feld ein gewisses Verhalten zurück gibt. Das muss dringend noch angepasst werden!
    Zudem wäre es klasse, wenn man anders herum das Verhalten bestimmter Felder mit den Eintragungen aus der Tabelle verknüpfen könnte. Dazu müsste das Tabellenfeld mit den Spalten im "Verhalten" zur Auswahl stehen, wie jedes andere Feld auch.
    Und was auch noch fehlt, ist das Tabellenfeld zur Auswahl in der…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. AD User für MSSQL Datenbank

    Aktuell kann die MSSQL Datenbank nur mit einem Lokalen Benutzer verwendet werden. Es sollte auch möglich sein AD User zu verwenden.

    Dieser Punkt wurde von einem Kunden in Bezug auf die IT Sicherheit genannt

    1 vote

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  6. Ablagedialog trotz Zuweisung an Benutzer nicht anzeigen

    Bei Kunden werden immer wieder Ablage oder Suchdialoge für Formulare oder externe Anwendungen gebraucht, die die Benutzer bei der Ablage aus dem Briefkorb nicht verwenden.
    Da es nicht möglich ist, sich bei allen Benutzern einzuloggen (da keine Zugangsdaten oder einfach ein zu grosser Aufwand bei grösseren Kunden wäre) wäre es vorteilhaft, wenn die Einblendung der Dialoge über die Konfiguration gesteuert werden könnte.

    3 votes

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  7. Make dropdowns depending of each other (cascading) in Forms

    In DW7.9, it's possible to configure a table field in Forms. Please make it possible to configure dependent dropdowns (cascading) as in the webclient

    7 votes

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    1 comment  ·  General  ·  Admin →
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  8. create a single-line or multi-line text field linked to a selection list

    It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Add history / audit track for inbox and workflow designer to stored documents

    When a document is stored, you can find only history after storing.
    There should also be history from document tray and workflow in the download .csv. This is important because in an audit you want to know, when a document is send to the tray and the time between sending and storing a document. Also changed indexdata by a workflow should be available for auditing. Who has entered the index data a person or was this done by a workflow. Most of this data is available, e.g System entries of a document in document are available, but lost when storing…

    3 votes

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    1 comment  ·  General  ·  Admin →
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  10. Künstliche Intelligenz in Workflows

    Es wäre sinnvoll, dass KI als Evolutionsstufe des Intelligent Indexings in Workflows nutzen zu können, um so wiederholte Eingaben bei ähnlichen Dokumenten zu assistieren und daraus zu lernen. Dies sollte auch den Zugriff auf Datenbanken beinhalten um so zum Beispiel Stammdaten zu vervollständigen oder Buchungssätze vorzuschlagen. Diese Funktion soltle sowohl im Hintergrund als auch bei der Benutzerinteraktion im Workflow eine Roll spielen

    5 votes

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  11. Eigenes Anlegen Intelligentes Indexing Felder

    Hallo,

    Da einer meiner Kunden an der Grenze der Felder liegt, wünscht dieser sich weitere Felder.

    Da dieser Kunde immer mehr Felder verwendet wird, wird ein einmaliges erweitern der Felder nicht lange halten.

    Damit nicht jedes mal auf eine Erweiterung der Felder gewartet werden muss, liegt es nicht Fern die Felder selbst anzulegen.

    Dies Feature ist bei dem Kunden und auch bei mir den DSC sehr erwünscht.

    E-Mail in der Kurzform:
    Hallo Herr Renger,

    wir benötigen weitere Intelligentes Indexing Felder, da uns die momentanen 14 Textfelder nicht ausreichen.

    Wir nutzen diese momentan wie folgt:

    Eingangsrechnungen werden bei uns pro Niederlassung…

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  12. Kalenderwoche im Auswahlkalender anzeigen

    Viele Firmen arbeiten mit Kalenderwochen im Bezug auf Liefer-, Bestell-, Zahlungstermine etc. Die Anzeige der Kalenderwoche im Auswahlkalender ist daher hilfreich.

    7 votes

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  13. 'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.

    'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.

    2 votes

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  14. Voice support to search document or information

    As most PCs are laptops and all of these have microphone for videoconference and a lot of people use earphone or similar allways for meeting, why do not use the voice to look for a document, a practice or to move on in a workflow?
    With the introduction of A.I. in a DMS system it is no longer necessary to have structured data such as indexes. Then look for a document or go to the workflow steps just with the voice, it may be more efficient.

    3 votes

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  15. Assigning categories to roles

    Assigning categories to roles

    It would be very useful to be able to assign a personalised category to a role in the role config. screen, so that I can use them more effectively in workflows, forms, dialog boxes, etc.

    Examples: main role, secondary role, service, department, position, etc.

    and in the best of all possible worlds, that this information is available in internal lists "role" by making this list a multi-column list.

    2 votes

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    0 comments  ·  General  ·  Admin →
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  16. Forms: Tabellenfelder errechenbar

    mit 7.9 sind Tabellen in Forms integriert wurden. Leider sind innerhalb der Tabelle kein rechnen möglich.
    Bsp. eine Bestellung wird abgeschickt:
    2 Stühle für kosten 12,99 und der Kunde muss als Kosten Gesamt auch in die letzte Spalte 25,98€ eintragen und dies nicht automatisch eingetragen wird.

    Dies würde für Bestellungen/Abrechnungen und vielen anderen Dingen deutlich helfen

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Pro Ordnerkategorie sollte die Anzahl der enthaltenen Dokumente erkennbar sein

    Es könnte z. B. in Klammern pro Ordnerebene dynamisch die jeweilige Dokumentenmenge angezeigt werden.

    Beispiel für die Überschrift
    Kunde \ Anträge (7)

    UND

    pro Zeile im Datenbereich

    2 votes

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  18. Dynamische Dialoge im Ablage- und Ergebnislistendialog

    Grundsätzlich geht es um "rechnenden" Dialoge.

    In Abhängigkeit von Eingaben sollten sich Zeilen ein- oder ausblenden, Label ändern, arithmetische Berechnungen etc. möglich sein.

    2 votes

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  19. Ability to create storage box only available trough forms even if it is affected to Default Organization role

    When we create a storage box for a form we do not want it to be used from a basket even if the role is Default Organization role. This storage dialog box is only designed for a form submission

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Forms Viewer need to add categories for form grouping.

    Forms Viewer need to add categories for form grouping. like when you are looking for HR forms you have to list all forms that you have permission, with many forms added this complicated

    2 votes

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