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Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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458 results found

  1. Choose what to export as preconfigured solution

    Having the possibility to choose which file cabinet/parts of the configuration we want to export as a DWBUC file. Right now, when we export, it's the whole configuration no choice.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  2. Validation of “changes” in index dialogs via a validation service, such as with DocuWare 6

    Unfortunately, with DocuWare 7.xx it is still not possible to validate changes made in index dialogs using a validation service, as only the changed data is reported to the service, not the index data that was in the index dialog before the change. The validation service cannot therefore react to index changes in certain fields, but can only analyze the new data to be written.
    If, for example, you want to write a validation that only allows a document status to be changed to the value "paid" if the status was previously "approved", this is not possible, as the service…

    2 votes
    0 comments  ·  File Cabinet  ·  Admin →
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  3. Automatic clipping

    Automatic clipping of documents based on a common predefined index field to avoid users having to manually clip documents together because of indexing the documents; usually documents are stored separately and would appreciate if the system can auto clip based on a criteria defined in the designer or auto index configuration.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
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  4. We need to have a counter in the workflow designer to enable creation of loops in the workflow based on number of iterations.

    We need to have a counter in the workflow designer as an activity to enable creation of loops in the workflow based on number of iterations. The counter can be used in conjunction with workflow conditions to create loops and termination of loops.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
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  5. JavaScript in Form Design or Connect to API

    Support of JavaScript or External API when using Form or Designing Form. Use Case Example Expense Report . When User Fills in several line items with Amount Fields. Need a Field which Displays the Advance or Claimed Amount in Words when they fill in the form. Example Total Amount requested in words. Five Thousand, Six hundred Dollars and 50 cents. Which can be achieved using JavaScript or connecting to API.

    1 vote
    0 comments  ·  Admin →
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  6. New type of activity "jump to task" in workflow designer

    A new type of activity allow to jump to a task present inside the workflow from a trigger (index value).
    this will avoid having multiple successive conditions task to distribute flows inside a workflow.

    5 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  7. Delete multiple groups/roles from UI at once

    There are cases where an organization may have many groups that they need to delete. Right now, the only way to delete from within DocuWare (including via the API) is to delete each group one-by-one. An option to bulk delete groups using user-specified criteria would save a lot of time.

    1 vote
    0 comments  ·  Administration  ·  Admin →
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  8. Add the ability to send Email Notifications to a Group/Role

    Emails in the Workflow Designer can be sent to a role, however this is in the case of sending one email per document that goes through the workflow.

    We use Email Notifications as a way to send one email out that lists multiple documents to ensure users are not receiving a mass number of emails. In this case, it would also be helpful to be able to send to a Group or Role from here.

    We deal a lot with Accounting systems and where an Accounts team will have documents assigned to them for example, and they perhaps want to…

    5 votes
    0 comments  ·  Notifications  ·  Admin →
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  9. Adapt the zoom of the attached picture of a form

    Zooming 100% a form shows the entire document while the same zoom % shows only a detail of the picture that is attached to this form.
    Could it be possible to adapt the picture view?

    1 vote
    0 comments  ·  Forms  ·  Admin →
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  10. Issue with "localwebservice" Value in Version 7.11

    During the installation of DocuWare version 7.11, we encountered an issue related to the dwmachine.config file located in C:\ProgramData\DocuWare\ServerConfig.

    Specifically, the value of the localwebservice field is automatically modified to an incorrect value during the upgrade process. This change causes certain critical functionalities to stop working after the installation is complete.
    We kindly request that you investigate and address this behavior in future updates to ensure the correct value is either retained or automatically set during the installation process.

    I already opened a ticket, but your support replied that i had to post here.

    1 vote
    0 comments  ·  Admin →
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  11. Field Numbering in DocuWare Workflow Designer

    Add numbering to the fields in Workflow Designer "Assign Data" steps. If I have 200 fields and I get an error on my workflow on one of them, say field 100, I need to count all fields manually to get to line 100 instead of looking at the line numbers on the side.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
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  12. Storage - Have access to the list of users and roles

    When storing, be able to enter the value of a field using a list of users filtered by role or group

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  13. SFTP

    Can we look at offering SFTP instead of unsecured FTP? There are many opportunities where i have sensitive or confidential information contained in .csv files that need to be processed but cannot be due to the lack of security in this area.
    Thank you

    2 votes
    0 comments  ·  Admin →
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  14. Using admin define Stamps only

    Using the docuware (www.docuware.com) ECM the admin define some Stamps intended to update indexes.

    Can i prevent users from creating his own Stamps? and also using these personal stamps to update indexes ?

    The users must only use the admin defined stamps, and not stamps defined by his own user into the configurations section.

    I try to remove the Set Stamp option from a function profile, but the all the Stamps was affected even the ones expected to work (the user admin defined stamps).

    1 vote
    1 comment  ·  File Cabinet  ·  Admin →
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  15. Add Workflow Designer as a web configuration

    Workflow Designer in the web configurations would make version switching between customers an issue of the past. It would also make supporting multiple systems much more flexible.

    5 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  16. I SUGGEST THAT YOU THAT YOU PARAMETER EXTRACTION LISTS OF USERS WITH THE ROLES OF EACH

    obtain a .CSV file with user information (Last name/First name/email) and whether their account is active or not, as well as the roles assigned to them.

    1 vote
    0 comments  ·  Administration  ·  Admin →
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  17. Allow Sorting when pulling data to tablefield

    When pulling rows into a table field using the adopt all rows in a fixed order, you should be able to set an order using an order by clause in the sql statement. Examples includes po lines items where you should be able to pull in the details order by the po line number.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
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  18. Allow more C# libraries and data types for arithmetic expressions

    Please allow more C# libraries for arithmetic expressions.
    Currently (Version 7.10), it is very hard to work with Lists/Arrays/Keywords which contain values which are not of Type String.

    For example, when retrieving a List of decimal values via external data (SQL), this can only be stored into a keyword field, which is always handled as an array of string.

    The available LINQ functions do not allow to use sum, max, min etc. functions, because these depend on a numeric data type.

    Converting the string[] to a decimal[] or int[] is also not possible because no methods or classes which provide…

    5 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  19. Allow Internal Signee to sign before external Signee in Electronic Signature PreConfigured Solution

    Currently, the configurations in the Electronic Signature PreConfigured Solution does allow for an internal signee to sign by using a second envelope, but the option for the internal signee to go before the external is currently not offered. If there exists an option for the internal signee to sign at all, can the solution be amended to allow the internal signee to sign first?

    2 votes
    1 comment  ·  Forms  ·  Admin →
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  20. prefill data on web forms

    Use live data from Select lists to link to behaviours for Webforms to make the design dynamic based on DW stored data.

    An example is a workflow updates how many attendees are coming to an event and if it reaches its maximum, a metafield is updated and linked to a web form behaviour eg. status is fully booked and that invokes a behaviour to display on the web form that the event is fully booked.

    In summary live data changed in the system can dynamically and automatically change the web form when the user opens the web form.

    10 votes
    0 comments  ·  Admin →
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