Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
479 results found
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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 -
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 -
Workflow Designer : Request for a new activity “Clip document”
New activity type in workflow designer that require to clip documents to complete the task.
7 votes -
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 -
Conditional Required Fields
Now a field is required or not.
In our case, HR needs to store a document and can choose to index through NAME, ID, EMPLOYEE ID... but I cannot make all required because it would defeat the idea of efficiency, but they should be allowed to fill AT LEAST 1 of the 3 to be valid.
Some sort of validation, that would allow only 1 of the 3 required fields to be indexed..??? just ideas...By the way, only 1 data field is required for us, since we have autoindex on the back fulfilling the rest of the fields. This…
2 votes -
Show document Count in Baskets by default
Very simple to show number of documents in each basket by default, instead of having to do a mouseover... in fact it is more interesting to view document count than size.
Furthermore, a summary with the total size and document count on top of the page would be great!
2 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans. -
Comments section in the workflow
Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing
7 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Add the ability to darken the output from a signature field in a Docuware form
Add the ability to darken signatures output from the Signature Field element in Docuware Forms. Currently it seems the signatures come out very light when submitted via PC with no ability to darken
2 votes -
Option to set Merge Form Field behaviour as Single Line Text or Multi Lines Text
As default Merge Form Field displays text as Single Line Text and often text from a web form disappears if it's too long. They only way the text breaks lines is if it's linked to a Multi Lines Text Field from a web form.
Now with Fill Areas if I want to overlay text from a Keyword type index in workflow to a fill area that wasn't linked to Multi Lines Field it behaves as Single Line Text.
Could you give us an option to choose Fill Area behaviour (as a Single Line Text or Multi Lines Text), please?5 votes -
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 block1 vote -
Sync Transfered Documents
When using Transfer Rules, it's great, but having the posibility to SYNC the index fields of the transfered documents would be ideal.
I understand this can make sense in some cases, but not all, so the Transfer Rule should have the Option, but not mandatory.
1 vote -
Automatic Result List
It would be great to assing an Automatic Result Lists, that would show only the columns where fields are not empty.
1 vote -
Add notes on workflow designer
It would be helpfull to be able to create personal notes in workflow designer. For example : I can note the last modification, leave a not on the WF for someone else...
5 votes -
Add ability to add multiple document trays to user permissions
In the User Administration, you can add groups, roles, functional profiles, dialogs and stamps, but not document trays. It would be easier to set up new users by adding the document trays to the user instead of the user to each and every document tray.
1 vote -
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.
12 votes -
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 -
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.
10 votes -
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 -
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 -
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.
7 votes
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