Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
432 results found
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Enhance the User Sychronization v2 tool to be able to handle larger LDAP customers.
since the v1 User Sync tool, that worked in large LDAP accounts, was removed from v7.10, large LDAP User Sync's cannot be done. It fails. This needs to be updated/replaced with a tool that can handle large LDAP or change the way it extracts the information.
8 votes -
Allow using a PDF as a public-facing form
Sometimes, customers want to use the formatting from an externally created form for users to input data into DocuWare, especially if the form is being transferred from print or another web form service. Using an already created PDF, and creating fillable sections similar to what currently exists in the Merge Form menus could help.
2 votes -
New type of activity "jump to task" in workflow designer
A new type of activity allow to jump to a task present inside the workflow from a trigger (index value).
this will avoid having multiple successive conditions task to distribute flows inside a workflow.5 votes -
Add the ability to send Email Notifications to a Group/Role
Emails in the Workflow Designer can be sent to a role, however this is in the case of sending one email per document that goes through the workflow.
We use Email Notifications as a way to send one email out that lists multiple documents to ensure users are not receiving a mass number of emails. In this case, it would also be helpful to be able to send to a Group or Role from here.
We deal a lot with Accounting systems and where an Accounts team will have documents assigned to them for example, and they perhaps want to…
5 votes -
Field Numbering in DocuWare Workflow Designer
Add numbering to the fields in Workflow Designer "Assign Data" steps. If I have 200 fields and I get an error on my workflow on one of them, say field 100, I need to count all fields manually to get to line 100 instead of looking at the line numbers on the side.
1 vote -
Storage - Have access to the list of users and roles
When storing, be able to enter the value of a field using a list of users filtered by role or group
1 vote -
SFTP
Can we look at offering SFTP instead of unsecured FTP? There are many opportunities where i have sensitive or confidential information contained in .csv files that need to be processed but cannot be due to the lack of security in this area.
Thank you2 votes -
Using admin define Stamps only
Using the docuware (www.docuware.com) ECM the admin define some Stamps intended to update indexes.
Can i prevent users from creating his own Stamps? and also using these personal stamps to update indexes ?
The users must only use the admin defined stamps, and not stamps defined by his own user into the configurations section.
I try to remove the Set Stamp option from a function profile, but the all the Stamps was affected even the ones expected to work (the user admin defined stamps).
1 vote -
Add Workflow Designer as a web configuration
Workflow Designer in the web configurations would make version switching between customers an issue of the past. It would also make supporting multiple systems much more flexible.
5 votes -
I SUGGEST THAT YOU THAT YOU PARAMETER EXTRACTION LISTS OF USERS WITH THE ROLES OF EACH
obtain a .CSV file with user information (Last name/First name/email) and whether their account is active or not, as well as the roles assigned to them.
1 vote -
Allow Sorting when pulling data to tablefield
When pulling rows into a table field using the adopt all rows in a fixed order, you should be able to set an order using an order by clause in the sql statement. Examples includes po lines items where you should be able to pull in the details order by the po line number.
1 vote -
Allow more C# libraries and data types for arithmetic expressions
Please allow more C# libraries for arithmetic expressions.
Currently (Version 7.10), it is very hard to work with Lists/Arrays/Keywords which contain values which are not of Type String.For example, when retrieving a List of decimal values via external data (SQL), this can only be stored into a keyword field, which is always handled as an array of string.
The available LINQ functions do not allow to use sum, max, min etc. functions, because these depend on a numeric data type.
Converting the string[] to a decimal[] or int[] is also not possible because no methods or classes which provide…
5 votes -
Allow Internal Signee to sign before external Signee in Electronic Signature PreConfigured Solution
Currently, the configurations in the Electronic Signature PreConfigured Solution does allow for an internal signee to sign by using a second envelope, but the option for the internal signee to go before the external is currently not offered. If there exists an option for the internal signee to sign at all, can the solution be amended to allow the internal signee to sign first?
2 votes -
prefill data on web forms
Use live data from Select lists to link to behaviours for Webforms to make the design dynamic based on DW stored data.
An example is a workflow updates how many attendees are coming to an event and if it reaches its maximum, a metafield is updated and linked to a web form behaviour eg. status is fully booked and that invokes a behaviour to display on the web form that the event is fully booked.
In summary live data changed in the system can dynamically and automatically change the web form when the user opens the web form.
10 votes -
Restrict access to DocuWare Configuration to non-administrators
Even if a user does not have any profile functions, they can still access the notifications and Stamps functions of Docuware configuration.
It is best to deactivate the "Configuration" button in the Profile menu when the user has no rights over function profiles.3 votes -
ability to create forms with pre-filled non-system fields
in a Workflow sometimes it is necessary to create pre-filled forms according to the Workflow data. Example create a payment request form according to the validated invoice with the possibility of automatically retrieving invoice data.
3 votes -
Prefill form field with another form field
Some forms capture the same data over and over again, we need to be able to prefill a form field with one that was captured earlier.
4 votes -
Add the ability to trigger workflows and webhooks when a document enters a Document tray
I would like to have the option of adding a workflow or webhook to document trays. Currently, I can only assign a workflow or a webhook to a file cabinet. I would use this to a) have docuware randomly assign documents to members of a group or b) notify when there are old documents in a doc tray or c) log when documents entered and exited a document tray d) automatically assign additional data to documents in document trays.
2 votes -
Increasing Automatic Intelligent Index fields
To be able to increase the amount of index that can be automatically indexed when configuring the Intelligent indexing fields. We have a use case where we need 260 index fields but are only able to auto index 14 custom text fields. So wouldn't it be better to be able to increase this amount.
2 votes -
Additional fields for users
Integrate additional fields for users in administrative management, such as their manager, department or position. Allow these fields to be used in index profiles to filter documents.
1 vote
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