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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  1. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    7 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add time settings to auto refresh option of lists

    Add the option to lists to refresh at certain intervals. Not having this option has a big speed impact and results in document selection jumps during refresh.

    27 votes
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    8 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add the possibility to use webservices in workflow module with token and certificate authentication

    Add the possibility to use webservices in workflow module with token and certificate authentication. Today we can only call "open" webservices or webservices protected by user/password. But more and more webservices require token and/or certificate authentication. Can this option be added to the webservices component of the workflow designer?

    17 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow a merge form to be created based on content of a form

    I have several merge forms that may or may not be needed depending on the content of a form. For example I have 2 consent forms that are identical the only difference is the county. I would like to use 1 form and then have a checkbox for the county and it use the data from that checkbox to determine which merge form to complete.

    2 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    2 votes
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  7. Daily/Weekly/Monthly export of Lists or Workflows

    Would like the ability to automatically send Lists or Workflows detail in CSV format to users/roles Daily/Weekly/Monthly.

    1 vote
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  8. Advanced select list usage in Drop Down Fields.

    I would like to see Drop down fields with Multi Column Select list filter based on a previous Drop down selection in Forms. Similar to filtering in Workflow tasks.

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. some way to filter the size of the scanned files

    To be able to indicate in the filing cabinet a maximum size of document that can be archived, we would like to be able to control the size of the documents that are inside the filing cabinets.

    1 vote
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    0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Properly format DW Forms page width for mobile devices

    Currently, when a DocuWare form is displayed on a mobile device, the page width is calculated as if the device is held in landscape mode, even though it is being held in portrait mode. This causes the end user to have to scroll to the right to read text or see if the form field has a drop-down list when in portrait mode.

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow AutoIndex to pick up a file using a wildcard, many systems export with a datetime stamp as part of the file name

    Allow AutoIndex to pick up a file using a wildcard. Many systems export with a datetime stamp as part of the file name

    3 votes
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  15. Forms - Allow Select List Filtering on Previous Field Entry

    Would be great to be able to filter the returns for a field's select list based on the contents of a previous field. Like you can do in a Store or Search dialog. In cases where building individual select lists for each possible iteration of the primary field isn't practical due to volume this would work really well.

    1 vote
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  16. add option in activity "send an email": join pdf with annotation

    Hello,
    We'd like to send email with annotation (we created a stamp with a bitmap signature ).
    We want to be able to send the document with the signature as annotation for example to validate a quote.

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to Flatten Fillable PDF after Workflow Completes

    Right now my client submits a merge form which a workflow then populates with additional data. The problem is that they want these documents to be read-only after the workflow is finished -- that way they can use "Send" to email read-only PDFs directly out of DocuWare. Right now they have to use an external program like "Microsoft Print to PDF" to generate a read-only PDF, then manually drag it into their email client.

    The best option would be to have a "flatten PDF" node in workflow that makes the PDF read-only. That way I can put that at the…

    3 votes
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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. TextArea field in process

    Hello my company have a problem beacuse we cant add textarea to form.
    One line field is not enough to write for example explenation why we do NOT accept an invoice

    We van add NOTE (textarea) type variable in FileCabinet, but in Workflow there is not such option, so whtis value is transformed to one line field

    2 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  19. Save uploads from Forms with different index entries

    If you use multiple upload blocks in a WebForm they all get the same index entries. For example a upload block for letters. and a different block for Copy ID. ANd a third block for a contract.
    all attachments have the same index entries. Please create an option to assign diffent docment types per upload block

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. add Office output from the Webforms

    You can use Office documents in the Forms. But the output is always PDF. Please create option for Forms output to Word and Excel

    1 vote
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