Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
35 results found
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Stamps and annotations in notifications Workflow Manager
It would be an interesting idea to add the possibility to send documents with stamps and annotations attached in a task using email notifications.
Now You only can attach the original documents on workflow tasks..28 votesThank you for your contribution. Your idea is available with version 7.3.
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Improve use of Workflow System Variables
1) Create a workflow in Workflow Designer.
2) Specify a trigger (it doesn’t matter what it is).
3) Insert an ASSIGN TO activity and assign the task to user ID "A".
4) Insert an ASSIGN DATA activity and set a file cabinet index field to the Workflow System Variable “Assigned to”.
The index field should now contain the user ID "A" assigned in step 3. However, the index field is empty.
5) Insert a TASK activity. In the Decisions tab, Assign to sub-tab, assign the next user to "B".
6) Insert an ASSIGN DATA activity and set the same file…2 votesThis should be somewhat solved with version 6.9. Both issues (after step 4 and after step 7) could not be reproduced by me. We know, that CurrentUser has some drawbacks, but some customers use it like it is and if we change the behavior, it will break their workflows. Recommendation for getting the user of the currently opened task is to use the variable “TaskUser” which is new with version 6.9.
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The "assign to" allows to use variable only for one user
The "assign to" allows to use variable only for one user.
If you want to assign tasks dynamically to multiple users or role, you need to use a task but it is not practical.
To dispatch tasks in the beginning of a workflow we do not want a task for doing that.
We should use "assign to" with variable more complexe like 'role' or 'keyword' like in the task
2 votesThis becomes available with version 6.10.
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Operations with Dates
i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc
5 votesThis use case has been made possible years ago by applying scheduled workflow triggers rather than event triggers.
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Define a approver list from another field
It would be interesting to be able to define a list of
approver from another field.
For example a list of approver according to a field
company. It could be realized in DocuWare or by using a request SQL.2 votesThank you for your contribution. Your idea is already available in the product.
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In Workflow Designer could you please make so you can move the Form Fields up or down
When creating Tasks, under decisions and the Forms Tab, there currently is no way to move the fields up or down to put them in a different order. This creates issues if later someone wants to add new fields but put them in a specific order you would have to delete them all and start fresh.
1 voteThis is available with version 6.7.
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Allow read-only fields on forms
Allow read-only fields on forms, sometimes it is required to show some values as informative field
7 votes -
Would like a module in workflow designer that could run a loop.
Example for Monthly reoccurring invoices.
5 votesAlso in the meantime, one could configure this with a scheduled trigger,
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Ability to disable Reassigning Tasks
Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.
22 votes -
Full keyword support in Workflow Manager
It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.
5 votesThank you
for your contribution. Your idea is available with version 6.9. See http://help.docuware.com/en/#b57865t62325n70184 and http://help.docuware.com/en/#b57865t62821n70140 -
Multiple selection for select list in Workflow Manager
In many cases user should be able to select more than one entry from a select list. For example multiple order numbers. These numbers will not be used for assignment, they just have to be stamped to the document. For use cases like this, we need to be able to select multiple entries in a normal select list.
2 votesYou can use the new keyword field for this. There you can add multiple order numbers.
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Allow Workflow to assign to user other than store user
At the moment if a user stores a document into a Workflow there is no ability to configure that workflow to dynamically assign to another user. An example would be if a user scans in a time off request. I want the system to be able to pull the manager from an index entry and assign it to them.
1 voteThis will become available with 6.6
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Allow on Workflow Designer to customize calendars (working hours)
Different companies has different working hours, in this moment is impossible customize this schedule for due date or recordatories.
4 votesThis is available with version 6.6
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Allow to create custom scripts in the workflow designers
It would be helpfull if in the workflow activity we had a special activity called "Script".
We should be able to write a custom DLL and call this DLL in the workflow.This dll could be written in VB.NET or C#, have access to the GAPI.
In this custom script, we should be able to :
- Retrieve (and modify) data index from the document
- Retirieve (and modify) data index from the workflow instance
- Export data (eg : export XML readable by an accounting software)
- Send emails
- Dynamically populate user(s) for next activityIn this way…
11 votes -
Populate E-Mail receiver dynamically
It would be helpful if you can populate the e-mail receiver dynamically e.g. as content of an index-field or a workflow variable.
9 votesThis will become available with 6.7!
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