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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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426 results found

  1. 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.

    6 votes

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  2. 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

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  3. 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

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  4. 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

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    1 comment  ·  File Cabinet  ·  Admin →
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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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

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    0 comments  ·  Forms  ·  Admin →
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  10. 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

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    0 comments  ·  Forms  ·  Admin →
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  11. 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

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  12. 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

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    0 comments  ·  Autoindex  ·  Admin →
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  13. Arithmetic Expression Table Column aggregation

    In DW Version 7.10, only Sum(), Count() and Avg() are supported for aggregation of table field columns.
    For me, that is currently sufficient. However, in several cases I need to create a Sum of the absolute values in a column, but Math.Abs() is only supported for single values and not for a column.

    Example:
    ColumnAmount:
    10,00
    -3,00

    Sum(ColumnAmount) now returns 7. However, the result I need is 13.

    Please provide Math.Abs() and/or similar functions for table column aggregation.

    2 votes

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  14. 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 you

    1 vote

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    0 comments  ·  Admin →
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  15. automatically retrieve File Cabinet GUIDs automatically

    We need to be able to retrieve the GUID of a file cabinet thanks to its name to use it after in a webservice call, so th guid of te file cabinet won t be coded per cloud

    2 votes

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  16. have the ability to display the first and last name of users and not their username when using the "Send Request" function:

    For big organizations like banks we have a very large number of users. for example, I am currently working on a DocuWare project with 500 users in the short term and it will be 2000 users in the medium term. given the number, the customert uses the employee number as a username. it would be desirable to offer the ability to display the first and last names of people and not their username.

    1 vote

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    0 comments  ·  Admin →
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  17. have the ability to prohibit the addition or deletion of rows in a table:

    in the use of tables, we have in some cases the need to secure them against the addition or deletion of rows.

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  18. Consolidating "Like" data from Table field into Export Tool

    Ability to consolidate information that contains the same information in a table for export:

    For example:

    Table
    Item # GL Code Location Amount
    1234 5000.10 103 100.00
    2345 5010.20 105 200.00
    1234 4102.20 103 100.00
    1234 5000.10 103 300.00

    The Export would be the following:
    1234 5000.10 103 400.00
    2345 5010.20 105 200.00
    1234 4102.20 103 100.00

    As you can see, there were 2 rows that contained the same Item #, GL Code, and Location....so we combined them to 1 row for the Export and added the Total Amount.

    Is this possible?

    1 vote

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    0 comments  ·  Export data  ·  Admin →
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  19. An ability to let people be able to sign documents without stamp on Mobile App

    A index field or a way for a person to sign an invoice or any document on the mobile app without having to use the stamp option

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  20. New 'Add attachments' Dialog to DW WF Designer

    I am currently working on a project in which we are essentially building a ticketing system within DW for our IT team, this system will work similarly to Jira. I am near the end of this build, and an area where I believe the WF designer can improve would be, if we had the ability to drag/attach files in a WF task setting. Ultimately when a user would get a task sent to them, in one of the dialog the user will be able to to drag and/or paste (ctrl+v) an image or file, and press 'Confirm'. Once the task…

    4 votes

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