Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
95 results found
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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 -
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 -
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.
3 votes -
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.
2 votes -
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 -
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 -
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 -
Stamp the document as an automatic activity
This would be awesome. Many workflows and approval processes are automated and auto-approved if for example 1+1 = 2. However theres no way to see any indicator of this process on the document itself. If we could place a stamp on the document as an activity (not user task), this would be very helpful.
1 vote -
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
2 votes -
On Change Event
I suggest adding an "on change" event to dialogs in the workflow designer.
We have a workflow where users need to match credit card statement line items to invoices/receipts. When the user selects an invoice vendor and invoice number, I want to show more detail about the invoice in real time so the user can be sure they selected the correct one.
For example, the user selects vendor "Microsoft" from the first input box, and they select invoice number "1234" from the second input box (which has been filtered based on the selection of "Microsoft" above). When that second input…
1 vote -
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 -
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 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure to bring more color in your life.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
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 -
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 -
stamps
Add option to display first and last name to stamp. Some of our usernames are generic for example Warehouseclerk01. Yet the First and last Name are assigned to a person Jon Doe. This would be nice to show on the stamp instead of user name.
1 vote -
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 -
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 -
Workflow version should be a workflow system variable
Workflow version should be a workflow system variable so you can assign it to an index
5 votes -
(Workflow designer) Wants to get the numeric column of a table field as an entry in Data assignment.
We want to assign the table field index data to a global variable. Currently we can get the text type of the Table field as expected, but the number type does not appear as a candidate for entry.
We have to get the number type value of Table field as well.
1 vote -
allow workflow version comment
Useful to remember the design process and / or if you're working at several person on the same workflow.
4 votes
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