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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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95 results found

  1. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    29 votes

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    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.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  2. 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 votes

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  3. 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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  4. Visual improvements to Workflow Designer

    I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.

    15 votes

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    Thank you for your contribution. We are now working on a new version of the Workflow Designer, which will bring a whole new user experience, so we set this wish to “Planned”.
    I’d like to point out that a couple of things are possible in the meantime, like reordering decision and now also reordering data assignments. Multiselect will come with the new version.
    In case of changing size and shape of the activities, we are not planning to do this currently.
    I’d be happy to learn why and how this would help you in your daily work.

  5. Radio button in Workflow Manager

    To improve the ease of use, radio buttons should be implemented in the Workflow Manager. We have such buttons, we can create for example “yes” and “no” in one decision, and the user can just click once instead of open a select list and search for the correct value

    70 votes

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  6. Memo field in Workflow Manager

    At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.

    47 votes

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  7. send a single notification to a specific time and show all documents as a "task list"

    by reminder or expiration date, send a single notification to a specific time and show all documents as a "task list", this because when working with many documents, is not friendly to receive many emails at once.

    additionally, there is no need to change the document task because reassign not imply skip the task

    19 votes

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  8. Role list for Workflow Manager

    With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.

    If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
    1. Depending on the workflow one user need only a couple of roles in the list and not all.
    2. The Roles are also used for the authorization management. And these roles…

    15 votes

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  9. Let DocuWare write into external database

    Since we are already giving DocuWare access to our external databases so it can read the data, why don't you guys let us insert values into those external databases using DocuWare information?
    We are currently trying to develop this into our organization but it's giving us a hard time.

    1 vote

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  10. Toggle WF steps active or inactive

    If I unconnect and bypass an existing step (Task or Condition, etc.) I currently have to completely erase the step before continuing and testing the WF. Then I have to completely re-key the step and it's parameters and logic to get back to the previous process. Please provide a switch on all modules to enable or simply bypass.

    1 vote

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  11. Enterprise Server needs to allow for different Workflow Engine URL based on local web server.

    Customer has a main office location (A) and a secondary location (B). Each has there own DocuWare Workflow engine instance.

    When an email notification from the workflow engine on B is emailed it uses a URL for site A, site A also uses a URL for A.

    A needs workflow URL's for A
    B needs workflow URL's for B

    Cause: A & B are different domains and users of B do not have access to A through the company network.

    11 votes

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  12. Workflow designer

    En el area de pruebas del Workflow manager, cuando hacemos referencia a variables en una lista de seleccion, aparece el string de codigo de bloque de selección, en vez de aparecer el valor seleccionado.

    1 vote

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  13. reoccuring

    I would like to be able to define a notification that would reoccur. For example when a document is on hold my users want to be reminded daily.

    1 vote

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  14. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes

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  15. Edit buttons for active workflow tasks

    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

    1 vote

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    Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality 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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