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

How can we improve the configuration of DocuWare?

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108 results found

  1. Include the ability to access a particular Branding configuration in a DocuSign workflow

    In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.

    3 votes
    2 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  3. Disable document lock for parallel task also for Cloud customer

    In some processes, tasks can be assigned to different departments.
    The problem is that many users cannot work on the same task at the same time.
    This is frustrating if several users have tasks to perform and cannot do so because another user has the task selected but is not working on it.
    Another example, a background workflow may need to update fields but cannot because the task is blocked by the user.
    This problem has been solved for on premise systems.
    I suggest making it possible for cloud customers as well.

    27 votes
    3 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  4. Parallels tasks

    Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
    We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  5. Trigger / Start a workflow after updating a table type field

    Use case: A table field must be completed by users (by modifying the index) to validate a document.

    A workflow is used to check if the table is complete.

    The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
    it would be interesting to have a new type of trigger based on the table field

    9 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  6. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  7. Workflow designer test mode

    Improve the functionality of the test mode so that it predictable works all the way through a workflow.

    7 votes
    1 comment  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  8. 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
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  9. Allow usage of different SMTP Configuration in Workflows

    You can create multiple SMTP Configurations but you cannot select different ones in workflow email tasks, you should be able to from a dropdown select which configuration you wish to use for that task, or at a workflow level select it as well.

    16 votes
    1 comment  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  10. Allow search inside workflow designer.

    Allow search of keywords inside designer. It is very difficult to find where you may need to make changes to steps, dialogs or assignments in the workflow designer. This is especially true in large workflows. You should have the ability to search the entire workflow canvas for terms to easily isolate and change activities. Additionally, it would be useful to have a code view or code export to allow for better debugging and visibility into the workflow activity without having to use the GUI for all development.

    9 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  11. Ability to change the file cabinet to another one in workflow design

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  12. When copying a workflow configuration, one should be able to change the file cabinet to another one

    4 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  13. 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
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  14. assign a form field as a global variable

    I want to assign a form field that is not indexed as a global variable in Workflow Designer. I can't do that unless it is an index entry.

    These fields on the form need to be changeable, but do not need to be indexed.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  15. 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
    1 comment  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  16. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    5 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  17. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  18. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  19. 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
    1 comment  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  20. Separate the Workflow designer from the activities that are covered by the workflow.

    When there a high number of active instances, the Workflow Designer times out without loading the details in the bottom of the screen and we cannot access the workflow itself.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?
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