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Configuration (English)

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

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105 results found

  1. 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

    6 votes

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  2. 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

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  3. 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

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  4. 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

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  5. 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 votes

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  6. 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

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  7. 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 If

    But if I…

    6 votes

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  8. 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

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  9. 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

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  10. 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

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  11. 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.

    13 votes

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  12. allow us to use different fonts or text colours

    This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.

    Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.

    3 votes

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  13. Add BCC and CC options to the email tasks in workflow designer

    Add BCC and CC options to the email tasks in workflow designer

    18 votes

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  14. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes

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  15. WF Steps as templates

    Once I've created a WF step, ex., Task or Assign to, etc., I'd like to copy it and use it as a template for use in later steps in the overall WF. Please add this feature.

    2 votes

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  16. Toggle WF steps active or inactive

    If I unconnect and bypass an existing step (Task or Condition, etc.) I currently have to completely erase the step before continuing and testing the WF. Then I have to completely re-key the step and it's parameters and logic to get back to the previous process. Please provide a switch on all modules to enable or simply bypass.

    1 vote

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  17. Allow the creation of Data Records from Workflow Manager/Designer.

    I have a need to create two 'Numbers' from based on a condition. If IndexField A is not empty create the 'Number'. If Indexfield B is not empty create the 'Number'. It would be good enough for the customer that one or two Data Records are created using the data

    6 votes

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  18. Workflow Designer : Request for a new activity “Stamp”

    We would really use an activity “Stamp” which would allow us to insert stamp without using a Task (i.e. inserting the stamp automatically on the document). For instance we would use a Task in a loop until some specific variables as set, with condition, and we would like to add a stamp only when the loop finish but not each time the task is repeated.

    48 votes

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  19. Workflow Designer: Assign a task to a role expect specific users

    We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.

    12 votes

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  20. Allow to configure automatic stamps with blackground colour in Workflow Manager

    As you can not set an specific location for the automatic stamps in Workflow Manager, sometimes it can be stamped over the text of the document....if you can select a colour for the background of the stamp, at least you can see better the text included in the stamp

    8 votes

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