Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
456 results found
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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 -
Add the ability to trigger workflows and webhooks when a document enters a Document tray
I would like to have the option of adding a workflow or webhook to document trays. Currently, I can only assign a workflow or a webhook to a file cabinet. I would use this to a) have docuware randomly assign documents to members of a group or b) notify when there are old documents in a doc tray or c) log when documents entered and exited a document tray d) automatically assign additional data to documents in document trays.
2 votes -
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 -
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 -
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
-3,00Sum(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 -
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 -
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 -
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 -
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 5000.10 103 300.00The Export would be the following:
1234 5000.10 103 400.00
2345 5010.20 105 200.00
1234 4102.20 103 100.00As 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 -
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 -
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 -
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 -
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 -
Optimizing access to document history
Problem: In the _AUD tables with more than 10 000 000 rows we are experiencing delays in consulting the document history.
The service is functional, the first log entries are displayed immediately, but after browsing the drop-down menu, the rest of the display takes more than 1 minute.
Solution: We want a development that avoids having to purge the _AUD tables.
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Problème : Dans les tables _AUD de plus de 10 000 000 de lignes nous rencontrons des retards dans la consultation de l'historique des documents.
Le service est fonctionnel, les premières entrées du journal s'affichent immédiatement, mais après…
4 votes -
Workflow designer use of API call to insert a value in an index
Workflow designer we need to use the prenconfigured API calls to insert a value in an index in a choosen file cabinet
3 votes -
interdire la suppression ou l'ajout de ligne dans un tableau
il est souhaitable d'ajouter la possibilité des désactiver l'ajout ou la suppression des lignes dans un champ de base de données de type Tableau.
1 vote -
Support for OAuth for SMTP Configuration
Dear DocuWare Team and Community Members,
I would like to propose an urgent improvement that can significantly enhance the security and reliability of DocuWare. Currently, DocuWare only supports SMTP Basic Authentication for SMTP configuration. While this is undoubtedly a convenient method for sending emails, it may no longer be sufficient in today's increasingly interconnected and security-conscious world.
Microsoft and other industry leaders recommend the use of OAuth for secure communication with email servers. OAuth provides additional protection against unauthorized access and security risks that can arise when using Basic Authentication. The implementation of OAuth for SMTP configuration in DocuWare is…11 votes -
Disable document lock for parallel task also for Cloud customer
In some processes, tasks can be assigned to different departments.
The problem is that many users cannot work on the same task at the same time.
This is frustrating if several users have tasks to perform and cannot do so because another user has the task selected but is not working on it.
Another example, a background workflow may need to update fields but cannot because the task is blocked by the user.
This problem has been solved for on premise systems.
I suggest making it possible for cloud customers as well.27 votes -
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.
2 votes -
Require entries in table field on forms
I would like the ability to require at least one row be completed in a table field on the form.
I would also like the ability to require certain columns in the table field to be required for each row of the table.4 votes
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