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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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432 results found

  1. Form filling checks and crosses

    When mapping fields to a merge doc, can we have the option to have ticks, or checks as well as the existing "X" ?

    The reason is that when using a Checkbox field in form design, and then mapping that to a merge form the data changes from a "tick" for yes on the web form, to an "X" which can be interpreted as a "No" on the merge form.

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes

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  3. allow list-type Role variables to be used as select lists in tasks

    When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…

    7 votes

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  4. Merge and Web Form

    We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.

    11 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Date/time for forms

    It would be nice to have a Date/Time form ability instead of simply just Date. This would work great for forms used for meeting scheduling

    11 votes

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  6. WF Steps as templates

    Once I've created a WF step, ex., Task or Assign to, etc., I'd like to copy it and use it as a template for use in later steps in the overall WF. Please add this feature.

    2 votes

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  7. Fixed location option for workflow stamps

    We have need to have approval stamps located in a particular location on the documents in the workflow. Being able to set a static location for a particular workflow task stamp would be nice.

    5 votes

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  8. User Productivity Reporting

    DocuWare should include some basic reporting for administrative purposes. Our area tracks 40+ users per week to see if they are meeting their scanning requirements. Right now, I do this via the SQL backend and a few queries, but it would be great is I did not have to do this every week. Tracking users via the web interface is not viable when you have so many active daily scan users.

    7 votes

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  9. Bring back the option 'Create a document tray for every assigned user' within the configuration.

    Since Dw 6.11, every document tray should be created one by one manually for each user. Which is very funny for mid & large organization. Bring back the option from previous versions "Create a document tray for every assigned user'.

    19 votes

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  10. Reporting not available in DocuWare CLOUD

    There is no way to connect to either the DWDATA or DWWORKFLOWENGINE tables in order to provide reporting for customer of DocuWare Cloud

    29 votes

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  11. Allow the opening of file URIs in the workflow manager

    We can create links on a form to open a web capable application (http://...) but not a file link (file:///.....)

    4 votes

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  12. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    16 votes

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  13. Development mode for Workflows

    It would be nice to have a switch that would enable/disable notifications of non-controllers for workflows. This would allow the notifications to be put in place during testing and then enabled en masse when rolling the workflow out.

    It would be even better if there was a way to redirect all notifications to the Controllers/Admins on a development workflow. That way the workflows can be confirmed as working, without spamming the end users before the workflow is ready.

    8 votes

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  14. Add formatting options to workflow information.

    In workflows you can add a description to assist users, however there is no way to format any text in that information window.

    7 votes

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  15. URL Creater Options

    I would like to be able to create URL's that will take someone to the full Docuware interface while still redirecting them to the piece I want. Currently, if I want to take someone to their task list, it gives them a pruned down interface that doesn't allow them to use all of the features of docuware. Very confusing for the users, as there is no easy way to get the the full interface from the hobbled version.

    6 votes

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  16. Catch All Error Block

    It would be incredibly useful to have a workflow wide error handling option. With the addition of the error variables in 6.11, this would allow a single action to be taken regardless of error location, and greatly simplify workflow design.

    As it is, connecting all of the error outputs becomes hideously complex very quickly.

    6 votes

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  17. Allow additive Assignment of Tasks (Roles + Users + Variables)

    Allow additive assignment of Tasks (Roles + Users + Variables)

    It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.

    As it is now, this won't work. Consider the scenario:
    - An incoming document triggers a workflow.
    - The document has an index field "Assignment" and it's value is "Joe"
    - A User-type global variable is populated with the value from "Assignment"
    - The workflow assigns the…

    7 votes

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  18. Change default paper size/region

    We are North American clients, and we really need a setting to change the default paper size to Letter(in Connect to Mail, Printer, etc...). A region setting that would automatically setup Printers and Connect to Mail to the default paper size of the region would be amazing.

    Otherwise, all connect to mail emails are saved as A4 size, which messes with older printers, and also makes emails print out oddly on paper. The Docuware Printer also doesn't have a UI option to change the setting. It has a registry change, but a server side auto-deployed setting would make much more…

    4 votes

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  19. Allow error links to be hidden in Workflow Designer

    It would be wonderful if we can toggle off the display of the red error links, maybe also providing some indication on the item that it is connected (for example change the color on the handle of the error output.) For complex workflows with many automatic steps, the error links can become overwhelming.

    6 votes

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  20. Stamp Bitmap with Form Field

    Currently, if I define a stamp using a bitmap (a nice big angled "Rejected.jpg" image for example), I also want to require the user to specify a rejection reason.

    If I do not use a bitmap, I can specify fields. But if I use a bitmap I cannot. This by definition means that I cannot combine a bitmap with a prompt to specify a region.

    Please add the ability to use fields with bitmap stamps so that we can prompt users for additional data to go with the stamp.

    8 votes

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