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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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93 results found

  1. Disable document lock for parallel task also for Cloud customer

    In some processes, tasks can be assigned to different departments.
    The problem is that many users cannot work on the same task at the same time.
    This is frustrating if several users have tasks to perform and cannot do so because another user has the task selected but is not working on it.
    Another example, a background workflow may need to update fields but cannot because the task is blocked by the user.
    This problem has been solved for on premise systems.
    I suggest making it possible for cloud customers as well.

    24 votes

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  2. 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…

    3 votes

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  3. Workflow designer use of API call to insert a value in an index

    Workflow designer we need to use the prenconfigured API calls to insert a value in an index in a choosen file cabinet

    2 votes

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  4. Switch Case sentence in workflow designer

    Should exist an element that emulate a Switch Case sentence because when you have to evaluate a lot of conditions with a only one variable or index field, you should nest them until you've evaluated all conditions, so think about if you have for example 20 contiditions, you must use at least 20 "Decitions" in the work flow.

    Really bad practice at the time to make maintinance to the workflow.

    1 vote

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  5. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

    2 votes

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  6. Include the ability to access a particular Branding configuration in a DocuSign workflow

    In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.

    3 votes

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  7. Move or delete documents with Workflow Manager

    Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.

    2 votes

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  8. Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.

    Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.

    2 votes

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  9. 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.

    16 votes

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  10. Trigger / Start a workflow after updating a table type field

    Use case: A table field must be completed by users (by modifying the index) to validate a document.

    A workflow is used to check if the table is complete.

    The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
    it would be interesting to have a new type of trigger based on the table field

    6 votes

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  11. Parallels tasks

    Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
    We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?

    3 votes

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  12. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes

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  13. Workflow designer test mode

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

    6 votes

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  14. 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.

    8 votes

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  15. 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.

    6 votes

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  16. 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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  17. 4 votes

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  18. 2 votes

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  19. 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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  20. 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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