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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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120 results found

  1. Allow read-only fields on forms

    Allow read-only fields on forms, sometimes it is required to show some values ​​as informative field

    7 votes

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  2. 5 votes

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  3. Import from subfolders should be possible

    Import configuration should include an option for importing from multiple levels (let's say up to 3 levels) subfolders of a folder with names of folder, parent folder and grandparent folder be available to use as index fields.

    1 vote

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    Completed  ·  Mario Schwarz responded

    This will become available for up to 2 levels with the upcoming version 6.6

  4. Allow a copy paste with hotkey from smartconnect

    As the smartConnect configuration might be sometimes a bit tricky, due to different screensizes, I think it would be nice to be able to overlight a text in an application, and then use a hotkey to read it and use it in a search dialog.

    9 votes

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    Hello Mr. Tassy,
    have you tried the “Current selection” option in Smart Connect?

    When you define your search you can add a “dynamic entry” to your Indexfield. There you can select “Currentselection”.

    With this function you will be able to search for the string that is selected in the application.
    Is this what you need?

  5. Ability to pre-populate Today's Date on forms

    Most of the forms we have set up have Today's Date. Our staff and users have been asking to have this prepopulated with... today's date.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. 74/5000 Field masks must be taken into account during storage via DocuWare Forms

    If, when filing via DocuWare Forms, I assign a filing mask in which the field for entering an email address is restricted to a correct email address via a field mask, this field mask is not taken into account when the form is placed in the archive.

    292/5000
    To correctly fill in fields in a form, e.g. when entering an e-mail or telephone number, the field masks defined in the corresponding filing mask should also be taken into account during storage.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. autoindex

    The auitoindex monitoring window constantly crashes the browser. Is any effort going into improving the autoindex monitoring feature?

    1 vote

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    Completed  ·  0 comments  ·  Admin →
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  8. Admin Tool: List all recent changes on the opening screen

    List all recent changes made to settings:
    In example:
    2018/03/18 Admin Added User xxxxx
    2018/03/18 Admin Created Storage Location ***
    2018/03/18 Admin Changed field *** from FC *** to required
    2018/03/18 Admin Removed Field *** from FC ***
    2018/03/18 Admin Added Filecabinet xxxxxx
    2018/03/18 Admin Removed Database Connection XXXX

    2 votes

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  9. new field

    In 6.12, when you create a new field, il is automatically add in every dialog box.
    We need the choice to add it or not like in old admin or we lost a lot of time when we configure DocuWare.

    6 votes

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  10. Allow us to sort forms by Name, Active, Target, Merge Form, Public Form, Created, and Modified

    Allow us to sort forms by Name, Active, Target, Merge Form, Public Form, Created, and Modified

    This would help in finding that one form I was working on earlier but forgot the name of.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. Delete source documents in export workflows FC version management

    Return the feature delete source documents in export workflows for file cabinets that use version management.

    1 vote

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  12. Default the storage location for a Document Tray to a Document Tray storage location

    Currently, when creating a new Document Tray, the storage locations are hidden in the advanced section. On DocuTray creation, unless the advanced section is opened and scrolled down, the DocuTray location is not seen. It may default to another non-DocuTray location in the drop-down list and cause failure late when the DocuTray is used. I recommend removing all non-DocuTray storage locations from this list - or at least, default to one of the DocuTray locations.

    3 votes

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  13. Need ability to record license activity history

    Would like to have a way to see license activity history.

    It is more like an audit trail report where for a specific period of time, I can view the licenses that were in use, with their respective length of time and usernames.

    7 votes

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  14. Allow Filter by External Data Source to be for empty and non-empty fields.

    It would be nice to be able to tell autoindex workflow to ignore all entries where a field is blank when interacting with an external data source.

    2 votes

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  15. autoindex match

    It would save time if you could limit the number of rows that need updating on an autoindex workflow if you could also select records where fields don't match as well as fields that do match in the AutoIndex Definition Match Code. You would require at least one matching field.

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  16. Autoindex filter < or >

    For filtering on external database, allow < or > in addition to <>

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  17. Add data validation for fields in Forms

    Currently there is no validation of form fields. Would be nice to be able to use reg ex and common formats in order to ensure that the data submitted from a form is in the correct format.

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. When working in Workflow Designer, it would be nice to be able to open 2 workflows at a time.

    Sometimes i need to reference another workflow that i have created and it would be easier if i were able to open them side by side instead of having to go back and forth between the 2.

    2 votes

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  19. allow searching on the document type field that DocuWare already captures and displays

    We love that wonderful icon that shows up on the left of result lists that indicates document type (ie. Word, PDF, Email, etc), but it would be great if there were a way to include that in a search dialog so if users want to filter to show only emails, for example, they can. I'm just telling them to sort the result list by doc type for now by clicking the column heading.

    6 votes

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  20. Workflow - Selecting multiple task to assign a new user

    When a new user replace an old one, changing all the assignement of running task can only be done one by one.
    It could be good that the Workflow controler can change all the task of running job to a new user by a mulitple selection in WebViewer or a specific menu in Designer.

    2 votes

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