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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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407 results found

  1. Add an anchor to the smart search button

    Some softwares have scroll bars so if you are using smart connect, the search button is probably going to move throught the screen, conflicting with the external software and bringing incorrect results. Docuware should have an option to relate an anchor to the smart search button so it won't move trought the screen when you scroll, getting exact results and avoiding conflict whith the external software.

    3 votes

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  2. Enable Administrator to see document trays of all users

    Use Case Example:

    A file cabinet to which user-created document trays are assigned is to be deleted. The administrator has no permissions on these trays, so it is impossible for the administrator to find out which baskets these are (unless via the database).

    Even without administering right, it should be possible for administrators to find out which document trays exist and which users they are assigned to.

    9 votes

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  3. Ability to reassign users to a workflow task on the fly.

    There are times when it would be nice if users could be reassigned to a workflow task on demand. Sometimes there can be heavy workloads on a given task so the ability to add additional resources to the task would be helpful.

    1 vote

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  4. Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

    Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

    1 vote

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  5. Dynamic Store Dialog

    Ability to change the store dialog dynamically based on the fields. For example the document type. Forms already has some dynamic fields based on others, and is very helpful. This would reduce the need to have many different store dialogs for each type of document.

    7 votes

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  6. Add keyword and table fields to document proccesing

    When you are creating a new document template, sometimes you need to capture a list and the only option available is adding text fields line by line to a keyword field. This takes time to do it and sometimes the webpage times out. We need an option that allows you to grab the text from an entire colum and split it line by line so you can turn it into a keyword field.

    1 vote

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  7. AutoIndex document condition preview when running a schedule

    It would be helpful when creating a scheduled Auto Index job if after your conditions were set a query would run to tell you how many documents would be updated. This would prevent accidental updates of mass documents where conditions were not set correctly.

    2 votes

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  8. unused variable

    Hello,
    In variable list (WF designer), it would be great to have a way to see if a variable is unused in WF.

    1 vote

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  9. Add refresh button to Autoindex Configuration page to better monitor status

    Add a refresh button to Autoindex Configuration page. On-the-fly updates are not consistent and monitoring for extended period of time. Refreshing web page brings you back to the start of the configurations page.

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  10. Add data validation to store dialog

    Have the ability to make validations and rules to a store dialog. It is important to prevent storing duplicated invoices for example.

    The REQUIRED or not field is very basic validation. Forms already has field validation.

    4 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  11. Fill dropdown by a Webservice

    Allow to connect a select list (dropdown) with a webservice and not only with a database table or view.

    1 vote

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  12. Add an option per user to be able to have "Keep Entries" ticked by default on the Store options

    At the moment, "Keep Entries" is unticked by default and it is not possible to select for this to be ticked by default instead. A simple change, but would help our users out.

    1 vote

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  13. Workflow Designer - Add option to 'Cancel' if Error exits not connect

    When Publishing a Workflow and forget to connect an Error exit, warning is displayed only with 'Publish' button (see attached).

    It'd be useful to have a 'Cancel' button as well to return to Workflow and connect the missing exit instead of being forced to publish incomplete Workflow.

    Thanks!

    1 vote

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  14. record the store dialog used in the audit report

    It would be nice if GUID of store dialog used for storing documens were registered in audit reports or in document history

    3 votes

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  15. Add an option to see roles and selection lists that are used in workflow

    when we set up DocuWare, we are sometimes forced to use roles and selection lists only for Worfklows. it would be good to see when these are used in the workflows in the web configuration

    1 vote

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  16. Automatically select an item in a drop down list if it's the only one.

    If a select list is narrowed down to only one remaining option by the other field(s) that it's filtered by, we need an option to automatically select this item. Why do users need to perform 2 additional mouse clicks or several keystrokes to accomplish this?

    1 vote

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  17. Allow selection of Dialogs and profiles when a new field is created

    You should allow the selection of dialogs and profiles when creating a new field. The field being only assigned to the standard dialogs it's not enough when costumers have 30+ profiles, 30+ dialogs and 50+ tasklists.
    Thank you.

    4 votes

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  18. Ability to change the color of the font and the outlined of the answer field.

    The font answers are to light and hard to read. If would had the ability to change the color of the font it would be easier for end user to read the form.
    Ability to change the color of the outline boxes to show up better again helping end users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    2 votes

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  20. Document Processing - Add more content conditions for the identification and splitting rules

    Ability to have multiple content conditions for identifying and splitting documents with AND & OR operators.

    2 votes

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