Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
121 results found
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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 votesThank you for your contribution. Your idea is available with version 7.4.
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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 votesThank you for your contribution. Your idea has been made available with version 7.1.
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Create a separate database for Heavy Tray Use and General User Trays and File cabinets.
When building a busy Docuware system the users who add large nubers of documents to the system can cause deadlock on the database the tray is attached to. Separating the Trays to their own DB reduces the opportunity for this problem. Also, if a large system where a number of workflows are running, placing groups of related file cabinets in their own DB instead of the DWDATA DB can speed up access and reduce the issues with timing of the DB. In short in a larger system MORE Databases=Reliability
1 voteThank you for your contribution. This is already possible in DocuWare. You can create several database connection in the DocuWare Administration and use them for File Cabinets or document trays.
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Give us a way to exclude form data in a workflow manager task from being included in the stamp set on the document.
Give us a way to exclude form data in a workflow manager task from being included in the stamp set on the document. These stamps become very crowded and cover up much of the image.
1 voteThank you for your contribution. Your idea has been made available with version 7.2.
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Scroll to the bottom when configuring multi column select lists
When configuring especially the multi column select lists in Web Client Configurations, the interface opens various parts like "show filters" below the bottom of the screen and the user always has to remember to scroll down to actually complete the configuration. It would be much better if the interface would always scroll down automatically to reveal the just opened parts.
2 votesThank you for your contribution. Your idea is available with version 7.1.
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Allow external data DB connection
From 6.10 we are able to connect DocuWare to an external DB using Select list and Autoindex but not from Workflow. Could be very interesting also faster for the process if we can change data at the moment.
1 voteThank you for your idea.
Workflow Manager can already access external database connections, but only for reading data, see here: http://help.docuware.com/en/#b57860t61381n70941
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Allow Adminstrator to over ride a lock out
Rather than have the user be locked for X number of minutes, the administrator should be able to unlock a user, once the Admin has identified the user. As it stands now, a user can be locked out for up to 60 minutes and the Admin cannot do anything to remedy the situation.
27 votesWithin the DocuWare Administration, it is possible to unlock a user, but it is very hard to find.
Select the user in the DocuWare Administration and open the context menu. If the user is locked, the context menu contains an entry “Unlock”.
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Search Users in Users Administration
Search Users in Users Administration
10 votesThank you for your contribution.
Your idea is available with version 7.
In the user management you can search your users easily. -
Confirmation when deleting workflow
When deleting a workflow the user should be asked to confirm that they really want to delete the workflow
1 voteThank you for your contribution. Your idea is already available.
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Mandatory fields
Hello,
It could be nice if the mandatory fields could be also set in store dialogs box and not only in cabinet fields settings.This would be useful for manage several document type in same file cabinet.
bye
Mauro Cichero
1 voteThis is possible with DocuWare version 6.9
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AIX prompts for Admin password too many times
When you edit an AutoIndex workflow in version 7.0, you are prompted for the Admin password although you are logged in as Admin already. Why doesn't DocuWare remember that I am already logged in as Admin and don't prompt again. It's very annoying to having to provide credentials so many times if I'm editing multiple AIX workflows.
1 voteThank you for your contribution. Your idea is available with version 7.1.
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Allow workflow global variables in SQL query to retreive external data.
I'm not sure if this is a formatting issue, a bug, or simply unavailable but when building a "where clause" in a workflow for assigning data from external data, I select a workflow global variable as the comparison but it always returns null.
Example: ENTRYTYPE="PROJECT" and PROJECTNAME=GV_gProject
However, if I simply replace "GV_gProject" with the actual hard coded string, the result is correct, so it the query is correct but the GV is not being placed into the query it would seem.
Because the wizard provides access to the global variables, this should function.
For the time being…
2 votesThank you for your contribution. Your idea is already available.
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The "assign to" allows to use variable only for one user
The "assign to" allows to use variable only for one user.
If you want to assign tasks dynamically to multiple users or role, you need to use a task but it is not practical.
To dispatch tasks in the beginning of a workflow we do not want a task for doing that.
We should use "assign to" with variable more complexe like 'role' or 'keyword' like in the task
2 votesThis becomes available with version 6.10.
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Improve use of Workflow System Variables
1) Create a workflow in Workflow Designer.
2) Specify a trigger (it doesn’t matter what it is).
3) Insert an ASSIGN TO activity and assign the task to user ID "A".
4) Insert an ASSIGN DATA activity and set a file cabinet index field to the Workflow System Variable “Assigned to”.
The index field should now contain the user ID "A" assigned in step 3. However, the index field is empty.
5) Insert a TASK activity. In the Decisions tab, Assign to sub-tab, assign the next user to "B".
6) Insert an ASSIGN DATA activity and set the same file…2 votesThis should be somewhat solved with version 6.9. Both issues (after step 4 and after step 7) could not be reproduced by me. We know, that CurrentUser has some drawbacks, but some customers use it like it is and if we change the behavior, it will break their workflows. Recommendation for getting the user of the currently opened task is to use the variable “TaskUser” which is new with version 6.9.
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Operations with Dates
i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc
5 votesThis use case has been made possible years ago by applying scheduled workflow triggers rather than event triggers.
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Define a approver list from another field
It would be interesting to be able to define a list of
approver from another field.
For example a list of approver according to a field
company. It could be realized in DocuWare or by using a request SQL.2 votesThank you for your contribution. Your idea is already available in the product.
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Simplify access to file cabinet data on docuware cloud
On DW Cloud, Right now if you need access to the dwstorage user or storage date time, you need make a request cabinet transform the sqllite database and convert to excel the file cabinet data, all of this to make a simple report for example too see the document production of the past thursday, if you need to make this every day is really hard to do it, maybe make access to read data (add-on) with excel will be great just for read file cabinets data
2 votesThank you for your contribution. You can export file cabinet data right from the result list. On each result list there is a three dots icon in the upper right corner. Click there and choose “Export to CSV file …”. This file can then be openend in Excel.
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More Wizards to tie overall Administration Together.
More Wizards to tie overall Administration Together.
For Example When setting up Select Lists. You have to Create a Select List, then you have to have a Location, then you have to assign the select list to a field in a cabinet, then you have to go to all the different dialogs that you want it to appear in. So I think we need more Wizards that bring the creation and administration of objects like this more together so that it is a Single Process. And not just for select lists. Docuware does these types of things all through the…
1 voteWe are improving this with every version. E.g. select lists can now created inside the DocuWare Configurations and inside the new File Cabinet Administration and should be much easier than before.
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Ability for Multiple Choice Field to Allow Not Mandatory
Currently, Multiple Choice Fields in DocuWare Forms are mandatory. It would be nice for this to have the ability to be mandatory or not, like every other field in DocuWare Forms.
1 voteThis is possible with DocuWare version 6.9.
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In Workflow Designer could you please make so you can move the Form Fields up or down
When creating Tasks, under decisions and the Forms Tab, there currently is no way to move the fields up or down to put them in a different order. This creates issues if later someone wants to add new fields but put them in a specific order you would have to delete them all and start fresh.
1 voteThis is available with version 6.7.
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