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Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

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100 results found

  1. Update all triggers to use a condition for DOES NOT CONTAIN

    In the Trigger conditions for Workflow Manager, Autoindex, Transfer etc, there should be a way to use a DOES NOT CONTAIN statement to allow for increased flexibility when setting up triggers

    3 votes

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  2. Be able to change the activities and variables colour within the workflow.

    Be able to change the activities and variables colour within the workflow instead of it always being blue.

    3 votes

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  3. ValidateID Signature - Collect Reason for Signature Rejection

    Currently although the reason for refusal is requested when not signing a document, then this value is not available for use anywhere. ValidateID does have this option available (Signers.RejectionReason from "Operation Get Document Information"). It would be very useful to implement the option to collect this information as otherwise you have to go and ask the person who has refused to sign the document to find out the reason for the rejection.

    (NOTE: Related to Workflow Designer, WebService, ValidateID Integration on DocuWare)

    3 votes

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  4. Assign to Role and Variable

    Allow the ability to assign to a pre defined role and also to a variable.

    Within the workflow I have a role variable which is defined by the path of the workflow.

    I would like to assign the task to the ROLE and VARIABLE for approval but can only do one or the other.

    3 votes

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  5. Automatic csv export for index in workflow manager

    In the standard DocuWare function, there is a manual csv export on web client as the current method of csv export.

    Many customers want to link CSV data to the ERP system, so they want to do this automatically instead of manually. In order to do it automatically, it is necessary to access the web service built on each customer by using the web service of workflow manager. (Programming required)

    I would like to add an activity for csv export to the workflow manager to easily achieve this.

    3 votes

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  6. Step by steps on how to create workflow designer

    It will be nice if we can have steps by step guide on how to create a workflow designer

    3 votes

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  7. allow us to use different fonts or text colours

    This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.

    Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.

    3 votes

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  8. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes

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  9. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes

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  10. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes

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  11. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes

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  12. Arithmetic Expression Table Column aggregation

    In DW Version 7.10, only Sum(), Count() and Avg() are supported for aggregation of table field columns.
    For me, that is currently sufficient. However, in several cases I need to create a Sum of the absolute values in a column, but Math.Abs() is only supported for single values and not for a column.

    Example:
    ColumnAmount:
    10,00
    -3,00

    Sum(ColumnAmount) now returns 7. However, the result I need is 13.

    Please provide Math.Abs() and/or similar functions for table column aggregation.

    2 votes

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  13. automatically retrieve File Cabinet GUIDs automatically

    We need to be able to retrieve the GUID of a file cabinet thanks to its name to use it after in a webservice call, so th guid of te file cabinet won t be coded per cloud

    2 votes

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  14. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

    2 votes

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  15. Move or delete documents with Workflow Manager

    Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.

    2 votes

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  16. Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.

    Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.

    2 votes

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  17. Wait for event to trigger on modification time change

    In the Wait for event, the "Modification date" "has changed" seems to only trigger on the date change and not the time change.
    We want to pause the workflow until the document has been updated with more information.

    2 votes

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  18. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  19. Web Service Integration Improvements

    DocuWare doesnt have the same abilities as SoapUI to process data from web services. See below

    Docuware can’t process sub child XML elements and self-closing tag as a parameter.

    SoupUI can process all standard data types while Docuware can accept Integer and Decimal but seems to inconsistently be able to access some string parameters

    Some context objects in SoapUI aren't able to be interacted with in DocuWare because the data types aren't standard (string, decimal etc).

    2 votes

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  20. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    2 votes

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