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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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462 results found

  1. 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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  2. 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
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  3. 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
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  4. 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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  5. 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
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  6. Restrict access to DocuWare Configuration to non-administrators

    Even if a user does not have any profile functions, they can still access the notifications and Stamps functions of Docuware configuration.
    It is best to deactivate the "Configuration" button in the Profile menu when the user has no rights over function profiles.

    3 votes
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  7. ability to create forms with pre-filled non-system fields

    in a Workflow sometimes it is necessary to create pre-filled forms according to the Workflow data. Example create a payment request form according to the validated invoice with the possibility of automatically retrieving invoice data.

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  8. Prefill form field with another form field

    Some forms capture the same data over and over again, we need to be able to prefill a form field with one that was captured earlier.

    4 votes
    0 comments  ·  Forms  ·  Admin →
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  9. Increasing Automatic Intelligent Index fields

    To be able to increase the amount of index that can be automatically indexed when configuring the Intelligent indexing fields. We have a use case where we need 260 index fields but are only able to auto index 14 custom text fields. So wouldn't it be better to be able to increase this amount.

    2 votes
    0 comments  ·  Autoindex  ·  Admin →
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  10. Additional fields for users

    Integrate additional fields for users in administrative management, such as their manager, department or position. Allow these fields to be used in index profiles to filter documents.

    1 vote
    0 comments  ·  Administration  ·  Admin →
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  11. Arithmetic Expression Table Column aggregation

    In DW Version 7.10, only Sum(), Count() and Avg() are supported for aggregation of table field columns.
    For me, that is currently sufficient. However, in several cases I need to create a Sum of the absolute values in a column, but Math.Abs() is only supported for single values and not for a column.

    Example:
    ColumnAmount:
    10,00
    -3,00

    Sum(ColumnAmount) now returns 7. However, the result I need is 13.

    Please provide Math.Abs() and/or similar functions for table column aggregation.

    2 votes
    How important is this to you?
  12. Table Form Field

    Add a behavior to form table fields and make the table map directly onto a merge form. Also add a delete button for form calculations.

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  13. automatically retrieve File Cabinet GUIDs automatically

    We need to be able to retrieve the GUID of a file cabinet thanks to its name to use it after in a webservice call, so th guid of te file cabinet won t be coded per cloud

    2 votes
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  14. have the ability to display the first and last name of users and not their username when using the "Send Request" function:

    For big organizations like banks we have a very large number of users. for example, I am currently working on a DocuWare project with 500 users in the short term and it will be 2000 users in the medium term. given the number, the customert uses the employee number as a username. it would be desirable to offer the ability to display the first and last names of people and not their username.

    1 vote
    0 comments  ·  Admin →
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  15. have the ability to prohibit the addition or deletion of rows in a table:

    in the use of tables, we have in some cases the need to secure them against the addition or deletion of rows.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  16. Consolidating "Like" data from Table field into Export Tool

    Ability to consolidate information that contains the same information in a table for export:

    For example:

    Table
    Item # GL Code Location Amount
    1234 5000.10 103 100.00
    2345 5010.20 105 200.00
    1234 4102.20 103 100.00
    1234 5000.10 103 300.00

    The Export would be the following:
    1234 5000.10 103 400.00
    2345 5010.20 105 200.00
    1234 4102.20 103 100.00

    As you can see, there were 2 rows that contained the same Item #, GL Code, and Location....so we combined them to 1 row for the Export and added the Total Amount.

    Is this possible?

    1 vote
    0 comments  ·  Export data  ·  Admin →
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  17. An ability to let people be able to sign documents without stamp on Mobile App

    A index field or a way for a person to sign an invoice or any document on the mobile app without having to use the stamp option

    1 vote
    0 comments  ·  Administration  ·  Admin →
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  18. New 'Add attachments' Dialog to DW WF Designer

    I am currently working on a project in which we are essentially building a ticketing system within DW for our IT team, this system will work similarly to Jira. I am near the end of this build, and an area where I believe the WF designer can improve would be, if we had the ability to drag/attach files in a WF task setting. Ultimately when a user would get a task sent to them, in one of the dialog the user will be able to to drag and/or paste (ctrl+v) an image or file, and press 'Confirm'. Once the task…

    4 votes
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  19. Switch Case sentence in workflow designer

    Should exist an element that emulate a Switch Case sentence because when you have to evaluate a lot of conditions with a only one variable or index field, you should nest them until you've evaluated all conditions, so think about if you have for example 20 contiditions, you must use at least 20 "Decitions" in the work flow.

    Really bad practice at the time to make maintinance to the workflow.

    4 votes
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  20. General email - ability to choose the document tray to send mail in error

    General email - ability to choose the document tray to send mail in error so they won't only be sent to the defaut document tray of the admin

    2 votes
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