Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
105 results found
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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
6 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 -
Workflow Validation Error message customizable
When creating a validation within a task in the Workflow Designer, one can only write a fixed error message. It would be way more user-friendly if this message was customizable just the same way as workflow fields are, e.g. a description field.
This would allow inclusion of global variables and index data in the error message, providing great flexibility and a way to point the user to their error more specifically.1 vote -
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…
19 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.
6 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.
6 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
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