Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
100 results found
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allow list-type Role variables to be used as select lists in tasks
When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…
7 votes -
Add formatting options to workflow information.
In workflows you can add a description to assist users, however there is no way to format any text in that information window.
7 votes -
Allow additive Assignment of Tasks (Roles + Users + Variables)
Allow additive assignment of Tasks (Roles + Users + Variables)
It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.
As it is now, this won't work. Consider the scenario:
- An incoming document triggers a workflow.
- The document has an index field "Assignment" and it's value is "Joe"
- A User-type global variable is populated with the value from "Assignment"
- The workflow assigns the…7 votes -
Allow to use stamp at decision level and not task level
It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another
For example : If i validate an invoice, stamp is placed
If i use the decision : request info is used, there is no need to place any stamp on the invoice.Options are currently very limited regarding task stamps
Thank you.
7 votesThank 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.
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Automate workflow tasks
Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Workflow designer test mode
Improve the functionality of the test mode so that it predictable works all the way through a workflow.
6 votes -
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 -
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 -
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 -
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 -
Comments section in the workflow
Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing
6 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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enable Conditions in Workflow to behave more like Select Case statements than If...Else statements
In one of our workflows, we have three possible conditions that could be present
Let's say these are A, B, and C.
The only way I can describe the logic about what is and what could be is to draw from my programming background.
Workflow only lets us set up the logic that it might look like this:
If Condition = A Then
... (A's actions)
Else
... If Condition = B Then
... (B's actions)
...Else
...... If Condition= C Then
......... (C's actions)
...... Else
......... (other conditions)
.......End If
... End If
End IfBut if I…
6 votes -
Allow the creation of Data Records from Workflow Manager/Designer.
I have a need to create two 'Numbers' from based on a condition. If IndexField A is not empty create the 'Number'. If Indexfield B is not empty create the 'Number'. It would be good enough for the customer that one or two Data Records are created using the data
6 votes -
Catch All Error Block
It would be incredibly useful to have a workflow wide error handling option. With the addition of the error variables in 6.11, this would allow a single action to be taken regardless of error location, and greatly simplify workflow design.
As it is, connecting all of the error outputs becomes hideously complex very quickly.
6 votes -
Allow error links to be hidden in Workflow Designer
It would be wonderful if we can toggle off the display of the red error links, maybe also providing some indication on the item that it is connected (for example change the color on the handle of the error output.) For complex workflows with many automatic steps, the error links can become overwhelming.
6 votes -
New type of activity "jump to task" in workflow designer
A new type of activity allow to jump to a task present inside the workflow from a trigger (index value).
this will avoid having multiple successive conditions task to distribute flows inside a workflow.5 votes -
Add Workflow Designer as a web configuration
Workflow Designer in the web configurations would make version switching between customers an issue of the past. It would also make supporting multiple systems much more flexible.
5 votes -
Allow more C# libraries and data types for arithmetic expressions
Please allow more C# libraries for arithmetic expressions.
Currently (Version 7.10), it is very hard to work with Lists/Arrays/Keywords which contain values which are not of Type String.For example, when retrieving a List of decimal values via external data (SQL), this can only be stored into a keyword field, which is always handled as an array of string.
The available LINQ functions do not allow to use sum, max, min etc. functions, because these depend on a numeric data type.
Converting the string[] to a decimal[] or int[] is also not possible because no methods or classes which provide…
5 votes -
Allow a standard attachment to add to a workflow
I want to use a public form for a lead to register and download an e-book. I want to do that by asking a lead to fill in a form after which I send the e-book via e-mail (after which I send the lead to an ccountmanager to follow-up. It would be great if I had the possibility of attaching an attachment of choice to a workflow generated e-mail.
5 votes -
Add ability to invoke another workflow from a current workflow
Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.
5 votes
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