8 results found

1. Make improvements to Email Notification

   Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
   1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
   2. Create an ability for a notification to change a field after execution. This will allow users to verify that an email was sent, and/or trigger follow up tasks/notifications. I.e. if a "Status" field is updated to "Email Sent" and the doc hasn't been changed in over a day (DWModifyDate field is >=Today(-1)) then a follow up email notification is triggered.
   3. Improve the scheduling options. Right now you have two options: Immediately notify which typically sends one email for every document instance (which can be over-whelming) OR reoccurring which will accumulate triggered events and then send them all at the scheduled time even if the trigger condition has since been cleared. It seems that for a reoccurring job, triggered events should not accumulate but rather a query should occur at the scheduled time. Therefore notifications would be current at that moment.
   4. Email the actual docs. Currently you can include a link to the doc(s) or to a Task List but not the actual doc(s). This excludes an email notification from being used to notify non-DocuWare users. If you wish to send customers their recent invoices on a daily, weekly or monthly cycle, you will need to provide them with access to your DocuWare system which creates a setup and licensing load on the administrator. It also requires the customer to go through the process of connecting and downloading their invoices which they probably do not want to do.

   Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
   1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
   2. Create an ability for a notification to change a field after execution. This will allow users… more

   14 votes

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   0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Not currently planned  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

   Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.

2. Email notification logging

   It would be nice to see when notification emails are sent.

   6 votes

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   Added to Ideas Backlog  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank 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.

3. Add the ability to send Email Notifications to a Group/Role

   Emails in the Workflow Designer can be sent to a role, however this is in the case of sending one email per document that goes through the workflow.

   We use Email Notifications as a way to send one email out that lists multiple documents to ensure users are not receiving a mass number of emails. In this case, it would also be helpful to be able to send to a Group or Role from here.

   We deal a lot with Accounting systems and where an Accounts team will have documents assigned to them for example, and they perhaps want to receive reminder emails to action their documents. If we want to send one email with a list of documents via Email Notifications to the Accounts Group/Role, we would need to assign each user individually to the Subscribers. This is not ideal for when users leave/join the Accounts Group/Role and therefore the Email Notification needing to be amended as well.

   Emails in the Workflow Designer can be sent to a role, however this is in the case of sending one email per document that goes through the workflow.

   We use Email Notifications as a way to send one email out that lists multiple documents to ensure users are not receiving a mass number of emails. In this case, it would also be helpful to be able to send to a Group or Role from here.

   We deal a lot with Accounting systems and where an Accounts team will have documents assigned to them for example, and they perhaps want to… more

   5 votes

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4. Desktop notifications

   Windows Desktop Notifications should be a thing, in the same way as E-Mail notifications are. If one has Desktop Apps installed or allowed the WebClient to send notifications, a User should be able to receive Desktop notifications in addition to Mail notifications.

   4 votes

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5. Add the field "Assign_to" in notification configuration

   It's actually only possible to subscribe a fix user or a field containing an email address.
   I will suggest to add the possibility to use the "Assign_to" field as dynamic field so that we can configure one email notification for all assignee.

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   3 votes

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6. Enhance Notifications to include more fields in the message

   Would help if we can select multiple fields for the Notifications in the Message tab. Currently we can select one field and have it be a link. Would ALSO like to select other fields to show. For example:
   Customer Name field
   Date field
   Information field
   Document Name field - this one could be the one that is a link

   There could be multiple documents for the same customer with different dates, and it would be most useful to show this in the notification received.

   2 votes

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7. Notifications to show value of a certain field

   we have the "Show value of this field as a link" option in the message section of a notification.

   I want to be able to add just the value of the field without a link embedded to it.

   Thanks

   2 votes

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8. Multiple content fields for use with notifications

   Actual Clients and future clients ask for this on their notifications, because 1 notification make the workflows confusing for them

   2 votes

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   Not currently planned  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Vielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.