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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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87 results found

  1. Allow usage of different SMTP Configuration in Workflows

    You can create multiple SMTP Configurations but you cannot select different ones in workflow email tasks, you should be able to from a dropdown select which configuration you wish to use for that task, or at a workflow level select it as well.

    7 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Add italian email language for validatedID web service

    Dear,

    Is it possible to add the Italian language, in the EmailLanguage parameter, for the validatedID Web Service ?

    Best regards,

    2 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Allow search inside workflow designer.

    Allow search of keywords inside designer. It is very difficult to find where you may need to make changes to steps, dialogs or assignments in the workflow designer. This is especially true in large workflows. You should have the ability to search the entire workflow canvas for terms to easily isolate and change activities. Additionally, it would be useful to have a code view or code export to allow for better debugging and visibility into the workflow activity without having to use the GUI for all development.

    6 votes

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  4. Workflow designer test mode

    Improve the functionality of the test mode so that it predictable works all the way through a workflow.

    3 votes

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  5. Allow specifying of reply to in email actions

    In the workflow designer when you use an Email Action, you should be able to specify a reply to address.

    4 votes

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  6. Select multiple Workflow steps to move them around in order to insert a new step

    In Workflow Designer, if I need to add a step near the top of a workflow, I find I have to move each step below it down, one at a time in order for it to fit right.

    It would be great to click and select multiple steps and move them together.

    6 votes

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  7. 3 votes

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  8. Allow webservice activity to access its own platform via REST

    Allow the Webservice activity to access the DW platform via REST API. From what I can see, you can already authenticate, and assign the status (200) to a GV. We will need to assign the cookie or token from authentication to a variable we can use in any further calls request header. This would make the workflow designer/manager a very powerful tool.

    1 vote

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  9. Wait for event to trigger on modification time change

    In the Wait for event, the "Modification date" "has changed" seems to only trigger on the date change and not the time change.
    We want to pause the workflow until the document has been updated with more information.

    2 votes

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  10. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    3 votes

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  11. 1 vote

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  12. assign a form field as a global variable

    I want to assign a form field that is not indexed as a global variable in Workflow Designer. I can't do that unless it is an index entry.

    These fields on the form need to be changeable, but do not need to be indexed.

    1 vote

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  13. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  14. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    2 votes

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  15. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    1 vote

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  16. Separate the Workflow designer from the activities that are covered by the workflow.

    When there a high number of active instances, the Workflow Designer times out without loading the details in the bottom of the screen and we cannot access the workflow itself.

    1 vote

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  17. Update all triggers to use a condition for DOES NOT CONTAIN

    In the Trigger conditions for Workflow Manager, Autoindex, Transfer etc, there should be a way to use a DOES NOT CONTAIN statement to allow for increased flexibility when setting up triggers

    2 votes

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  18. face-to-face signature with DocuSign

    In validateID you have the face-to-face signature integrated on the tablet, but we need the "embedded signing" method to be programmed in the DocuSign API for face-to-face signature, now it only allows remote signatures.

    1 vote

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  19. Allow a standard attachment to add to a workflow

    I want to use a public form for a lead to register and download an e-book. I want to do that by asking a lead to fill in a form after which I send the e-book via e-mail (after which I send the lead to an ccountmanager to follow-up. It would be great if I had the possibility of attaching an attachment of choice to a workflow generated e-mail.

    4 votes

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  20. Stamp the document as an automatic activity

    This would be awesome. Many workflows and approval processes are automated and auto-approved if for example 1+1 = 2. However theres no way to see any indicator of this process on the document itself. If we could place a stamp on the document as an activity (not user task), this would be very helpful.

    1 vote

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