Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
463 results found
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allow configuration of teams and team leads for easy approval workflows.
For Docuware to know who the manager of anyone else is, would be more efficient for approvals, example travel requisitions or leave approvals.
5 votes -
Workflow Designer: Assign a task to a role expect specific users
We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.
12 votes -
Administrator: Performance Indicators
It would be nice to have a dashboard in the admin tool with key performance indicators, such as Documents stored for the day, Maximum concurrent users, Number of registered users, # inactive users that didnt use Docuware in 3 months), current logged in users, data in for day (vs historical average), data out for day (vs historical average), Available storage (with estimated time before storage is full), Available resources, Critical errors (servers, workflows, etc.)
4 votes -
Disable "Create Data File" as a User Option
Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.
3 votes -
Create forms with a organization template
like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.
13 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.
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Allow the creation of Data Records from Workflow Manager/Designer.
I have a need to create two 'Numbers' from based on a condition. If IndexField A is not empty create the 'Number'. If Indexfield B is not empty create the 'Number'. It would be good enough for the customer that one or two Data Records are created using the data
6 votes -
Reverse rule
When configuring access rights for users, it would be beneficial with a "reverse rule" where you can reverse the filter. If a document type filter is set, the button "reverse rule" tells if the user should be able see only the type defined, or all other types.
8 votes -
Add dialog checking to the Integrity Check tool
The integrity check tool does not scrutinize dialogs for things like duplicate fields, or fields that don't exist in the file cabinet. These problems can happen if there is a database timeout when adding or deleting a field in a file cabinet. When it happens, the only way to repair it is manually inspect the settings column for each dialog in the database.
10 votes -
allow us to use different fonts or text colours
This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.
Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.
3 votes -
Notifications to show value of a certain field
we have the "Show value of this field as a link" option in the message section of a notification.
I want to be able to add just the value of the field without a link embedded to it.
Thanks
2 votes -
Allow to configure automatic stamps with blackground colour in Workflow Manager
As you can not set an specific location for the automatic stamps in Workflow Manager, sometimes it can be stamped over the text of the document....if you can select a colour for the background of the stamp, at least you can see better the text included in the stamp
8 votes -
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 -
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.
12 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.
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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
12 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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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 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure this works far better. 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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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 -
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 -
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 -
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 -
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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