Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
94 results found
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Function to lock a fillable PDF in the workflow to prevent further modification
The overall process surrounding the question is a PO Form, which I’ve created in DocuWare. That form triggers an Approval workflow. In the workflow I also add line totals, overall total and the name of the final approver onto the fillable PDF document. Once the document is approved, the workflow sends the PO to the supplier. The problem is that at this moment the order is still fillable… I need that document to be a non-fillable PDF… Problem is that I can’t create the non-fillable PDF with the form as I then can’t add the line totals etc. to the…
18 votesThank you for your idea. We added it 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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Make Workflow Designer easier to keep tidy with multi-select
Make Workflow Designer easier to keep tidy, like Process Planner is.
I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.
Multi-select would help quite a bit here
4 votesThank you for your idea. With the next generation of our Workflow Designer we will take care this goes far easier for you.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
Allow for workflows to be scheduled every x hour or x minute
I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.
6 votes -
The Workflow Designer is in need of much assistance.
In Visio, object connection points can be all around an object Also connection labels can be dragged to any position along the line by the user.
It appears that the Workflow Designed only has 4 connection points in each corner. Also the tags for each connector will automatically position themselves, but not always ideally. The effect is that lines and the labels will realign themselves willy nilly each time ANYTHING is relocated. This is EXTREMELY UNDESIRABLE!!!!! I spent more time today dicking around with positions and connecting lines, which have a mind of their own by the way, and not…
4 votes -
Add ability to invoke another workflow from a current workflow
Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.
5 votes -
Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.
Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.
1 vote -
Task List: Assign a certain result list per task, per workflow, for workflow controllers.
Result lists are useful. Having multiple result lists is a necessary feature which exists for good reason. However, all users of all task lists have the same result list configuration. Whichever result list is picked as "Default" is used for every task list system-wide.
Example: Accounting users (especially workflow controllers) should be able to have different options available compared to approvers.
This also goes for the "edit index entries" dialog of the result list. Even if an approver has (and needs) permissions to edit certain fields for workflow tasks, we do not want to present this as an option when…
10 votesThank you for your idea. We added it 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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Workflow Designer : Request for a new activity “Clip document”
New activity type in workflow designer that require to clip documents to complete the task.
4 votes -
Add notes on workflow designer
It would be helpfull to be able to create personal notes in workflow designer. For example : I can note the last modification, leave a not on the WF for someone else...
5 votes -
Comments section in the workflow
Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing
5 votesThank you for your idea. We added it 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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Workflow Designer - Add option to 'Cancel' if Error exits not connect
When Publishing a Workflow and forget to connect an Error exit, warning is displayed only with 'Publish' button (see attached).
It'd be useful to have a 'Cancel' button as well to return to Workflow and connect the missing exit instead of being forced to publish incomplete Workflow.
Thanks!
1 vote -
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 -
Add integration link functionality into Workflow notifications
I would love to be able to generate dynamic DW Integration links in Workflow (based on index data and/or global vars). My main use case would be to use one or more links in a notification.
Currently just getting an integration link requires a web service. (Web services are typically not trivial for our cloud customers.)
And then, having a URLEncoded link, it is plopped as-is into the text of the notification which is really quite ugly.
Please consider integrating integration links in workflow.
1 vote -
Parrallel conditions
Amount of activity outputs depends on number of conditions.
If condition A is fulfilled a certain route is taken etc etc.For example. If 10 Document Types needs different actions it would promote efficiency. One does not have to do 10 different condition activities nor do you have to build 10 different workflows.
2 votesThank you for your idea. With the next generation of our Workflow Designer we are going to make this possible. 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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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 -
enable Conditions in Workflow to behave more like Select Case statements than If...Else statements
In one of our workflows, we have three possible conditions that could be present
Let's say these are A, B, and C.
The only way I can describe the logic about what is and what could be is to draw from my programming background.
Workflow only lets us set up the logic that it might look like this:
If Condition = A Then
... (A's actions)
Else
... If Condition = B Then
... (B's actions)
...Else
...... If Condition= C Then
......... (C's actions)
...... Else
......... (other conditions)
.......End If
... End If
End IfBut if I…
6 votes -
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 -
allow for notifications to be sent on a timer as a group, rather than being sent individually
Every time a document gets assigned to a user a notification is sent to the user. Some users can end up getting hundreds of email notifications daily. Would be great if the notifications could be held and sent on a timer as a single email.
5 votes -
Email Notification Link via Workflow
Currently Workflow Designer does not allow you to generate the link name from variables with in DW only so the only option is to hardcode it.
It would be nice to be able to use the filename and a date as the link in the email being received by end users. It gives more meaning that hard coding the word document and then followed by variables
2 votes -
Workflow Designer - Add Attachment as task completion option
Create an option for attachment of documents to existing workflow manager for completion of task and have the document staple to the current file. Ex; Attach a shipping document to a PO for verification.
Currently the option to clip documents to it and moving the workflow is an option, but am having it requested that an attachment HAS to be placed before proceeding.
11 votes
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