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617 results found

  1. 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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  2. Tool zur Auswertung von Workflow Aufgaben/ Statistik erstellen

    Um den Nutzen von Workflows, bzw. mögliche Schwachstellen besser bewerten zu können, wäre es hilfreich, wenn es ein Tool geben würde, mit dem nachvollzogen werden kann, wie lange es dauert die Aufgabe XY zu bearbeiten, wie oft die Entscheidung XY bei einer bestimmten Aufgabe getroffen wird etc.
    Somit wäre eine bessere Analyse der Nutzung möglich.
    Hier evtl. auch mit Angabe von Mindestwerten, Durchschnitt und Maximalwerten.

    7 votes

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  3. Persönliche Aufgaben Historie

    Bei Verwendung von Workflows hat der einzelne User keinen Überblick über die von ihm bearbeiteten Aufgaben.
    Das ist aber zur Nachverfolgung sehr hilfreich und eine persönliche Aufgabenhistorie würde hier sehr helfen.
    Darüber könnte jeder User seine von ihm bearbeiteten Aufgaben einfach nachverfolgen und muss sie nicht umständlich im Archiv suchen.

    7 votes

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  4. Datumsabhängige E-Mail Benachrichtigung

    Aktuell wird die E-Mail bei Event ausgelöst.
    Es wird immer wieder gefordert, das zum Wiedervorlage-Datum, bzw. x Tage davor eine E-Mail gesendet wird.
    Damit fehlt der Auslöser.
    Aktuell nur umständlich über Autoindex lösbar.

    7 votes

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  5. Stamps need too many clicks

    When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.

    7 votes

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  6. Numeric Data Type in Table Fields

    Either allow casting of cabinet numeric fields to decima in workflow tables or allow numeric data types in table fields. This discrepancy between allowable data types limits the filtering of data in tables.

    6 votes

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  7. Allow task assignment to all users from group

    Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.

    I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
    To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.

    Except for their use as targets in workflows they…

    6 votes

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  8. Automatischer Versand von mehreren Dokumenten

    Aktuell kann man im Workflow automatisch das Dokument, welches den Workflow durchläuft, per Mail versenden. Es wäre hilfreich, anhand bestimmter Kriterien definierte, weitere Dokumente an diese Mail mit anzuhängen und gemeinsam zu versenden.

    6 votes

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  9. Workflow reply-to Feld nutzen

    Hallo zusammen,

    da der Workflow ja nur über eine einzige E-Mail Adresse E-Mails verschicken kann (Entweder standardmässig über die DocuWare Domain oder eine eigene, konfigurierte) wäre es von großem Vorteil,
    wenn man in dem E-Mail Modul des Workflow Designers das E-Mail-Feld "Reply-To" einer E-Mail mit einer Adresse oder einer Variablen befüllen könnte.

    Vielen Dank und viele Grüße,
    Morris Willner

    6 votes

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  10. Reprocess workflow items after a task change is made

    Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.

    6 votes

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  11. Allow specifying of reply to in email actions

    In the workflow designer when you use an Email Action, you should be able to specify a reply to address.

    6 votes

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  12. Select multiple Workflow steps to move them around in order to insert a new step

    In Workflow Designer, if I need to add a step near the top of a workflow, I find I have to move each step below it down, one at a time in order for it to fit right.

    It would be great to click and select multiple steps and move them together.

    6 votes

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  13. In Workflow Task Escalations add reroute in Out of office settings

    Using substitution rules is a hassle. Please just add a reroute option if the assigned user to a task is set to "out of office". This way a task can be reassigned easily directly in the Work Flow Designer.

    6 votes

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  14. Workflow: Remove active instances immediately from Tasks if User is removed from a Role

    Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.

    6 votes

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  15. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    6 votes

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  16. Workflow version should be a workflow system variable

    Workflow version should be a workflow system variable so you can assign it to an index

    6 votes

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  17. Allow Wildcards for Filtering in Monitor Tasks

    This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.

    Thanks!

    6 votes

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  18. Allow for workflows to be scheduled every x hour or x minute

    I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.

    6 votes

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  19. Tabellenfelder Trigger für Workflow

    Ich würde mir wünschen, dass bestimmte Werte in Tabellenfeldern einen Workflow triggern könnten

    6 votes

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  20. Allow Workflow Controllers to Move an Item to A Different Node in The Workflow

    Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future

    6 votes

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