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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. Allow the opening of file URIs in the workflow manager

    We can create links on a form to open a web capable application (http://...) but not a file link (file:///.....)

    4 votes

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  2. Fixed location option for workflow stamps

    We have need to have approval stamps located in a particular location on the documents in the workflow. Being able to set a static location for a particular workflow task stamp would be nice.

    5 votes

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  3. allow list-type Role variables to be used as select lists in tasks

    When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…

    7 votes

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  4. Add formatting options to workflow information.

    In workflows you can add a description to assist users, however there is no way to format any text in that information window.

    7 votes

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  5. Development mode for Workflows

    It would be nice to have a switch that would enable/disable notifications of non-controllers for workflows. This would allow the notifications to be put in place during testing and then enabled en masse when rolling the workflow out.

    It would be even better if there was a way to redirect all notifications to the Controllers/Admins on a development workflow. That way the workflows can be confirmed as working, without spamming the end users before the workflow is ready.

    8 votes

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  6. Enterprise Server needs to allow for different Workflow Engine URL based on local web server.

    Customer has a main office location (A) and a secondary location (B). Each has there own DocuWare Workflow engine instance.

    When an email notification from the workflow engine on B is emailed it uses a URL for site A, site A also uses a URL for A.

    A needs workflow URL's for A
    B needs workflow URL's for B

    Cause: A & B are different domains and users of B do not have access to A through the company network.

    11 votes

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  7. Workflow designer

    En el area de pruebas del Workflow manager, cuando hacemos referencia a variables en una lista de seleccion, aparece el string de codigo de bloque de selección, en vez de aparecer el valor seleccionado.

    1 vote

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  8. Catch All Error Block

    It would be incredibly useful to have a workflow wide error handling option. With the addition of the error variables in 6.11, this would allow a single action to be taken regardless of error location, and greatly simplify workflow design.

    As it is, connecting all of the error outputs becomes hideously complex very quickly.

    6 votes

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  9. Allow additive Assignment of Tasks (Roles + Users + Variables)

    Allow additive assignment of Tasks (Roles + Users + Variables)

    It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.

    As it is now, this won't work. Consider the scenario:
    - An incoming document triggers a workflow.
    - The document has an index field "Assignment" and it's value is "Joe"
    - A User-type global variable is populated with the value from "Assignment"
    - The workflow assigns the…

    7 votes

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  10. reoccuring

    I would like to be able to define a notification that would reoccur. For example when a document is on hold my users want to be reminded daily.

    1 vote

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  11. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    17 votes

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  12. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes

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  13. Allow error links to be hidden in Workflow Designer

    It would be wonderful if we can toggle off the display of the red error links, maybe also providing some indication on the item that it is connected (for example change the color on the handle of the error output.) For complex workflows with many automatic steps, the error links can become overwhelming.

    6 votes

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  14. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes

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  15. Allow to use stamp at decision level and not task level

    It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another

    For example : If i validate an invoice, stamp is placed
    If i use the decision : request info is used, there is no need to place any stamp on the invoice.

    Options are currently very limited regarding task stamps

    Thank you.

    7 votes

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  16. Automate workflow tasks

    Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.

    7 votes

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  17. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    32 votes

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    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  18. Edit buttons for active workflow tasks

    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

    1 vote

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    Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality 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.

  19. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes

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  20. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes

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