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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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446 results found

  1. Assign a Result list to a tray to manage the field display and viewing

    Not enough info when using the List view.
    Admin should be able to assign a Result list to the tray instead of just using the default that is given.

    Reduces the need to open the document.
    This would cover a few other requests too.

    2 votes

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  2. Can something be done with the "fixed Text" function of the Form Designer?

    It is almost impossible to change font size consistently. The spacing and line breaks are always off when pasting text.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to take advantage of Microsoft SQL 2019 database encryption

    We have sensitive documents inside DocuWare (HR, etc). Microsoft SQL 2019 offers database encryption. Currently DocuWare does not support this encryption. We feel this with the File Cabinet encryption currently in DocuWare would work great together. This would allowing for secure file cabinets, data, and documents.

    2 votes

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  4. connect to outlook exclude a extension

    It will be really important to exclude the extensions of the files you would like to exclude. For example, if you do not want to upload '.docx' files, it will be very important.
    Many customers need this to save a lot of space in the cloud.

    2 votes

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  5. 3 votes

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  6. Audit reports: log changes in system and organisation audits

    In System Audit reports and Organization reports,
    when a change is recorded, it would be useful to have evidence of what has been changed, as is already the case for File Cabinets.

    6 votes

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  7. Time picker

    A basic option that is missing on the web forms designer is a time picker. The date one works great...now if we just had a time option that pulled up a clock on the mobile device or browser to easily and consistently set the time that would be great.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Multi-stage forms

    I think it would be helpful if one party could pre-fill part of a form, then another person could finish filling out the form (i.e. office could fill out customer info, then technician onsite could fill in details and submit form).

    7 votes

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  9. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    4 votes

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  10. Wait for event to trigger on modification time change

    In the Wait for event, the "Modification date" "has changed" seems to only trigger on the date change and not the time change.
    We want to pause the workflow until the document has been updated with more information.

    2 votes

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  11. Auto Fill fields by using multi-coloumn Auswahllisten

    Scenario:
    4 Entry Fields in Form - three mandatory, one optional. Optional can be filled by choosing en entry from multi-coloumn Auswahlliste.

    -> Fill the three mandatory fields with other entries from the Auswahlliste, when non-mandatory field is picked by user.

    Example:
    Public form to drop a onsite report.
    Customer, Customer No. and Onsite Order Number are mandatory, transaction no. is optional.
    Transaction No. is linked with the other information in an Auswahlliste.

    User can now manually enter the three mandatory infos, or by entering the correct Transaction No, the fields are autofilled.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Enhance Notifications to include more fields in the message

    Would help if we can select multiple fields for the Notifications in the Message tab. Currently we can select one field and have it be a link. Would ALSO like to select other fields to show. For example:
    Customer Name field
    Date field
    Information field
    Document Name field - this one could be the one that is a link

    There could be multiple documents for the same customer with different dates, and it would be most useful to show this in the notification received.

    2 votes

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  13. Ability to remove a specific clipped document

    Sometimes users needs remove a document was clipped and in a most of the cases, they must delete the document and upload again even if it is in a workflow, wasting the time waiting the approvals again.

    Docuware should have the ability to remove the document was clipped but not in the document tray but in the same file cabinet like a "right click > Unattach documents" and select the document(s) to remove.

    4 votes

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  14. Run the DocuWare ADSync.exe on 2 different domains from the same server

    In 7.5 on-premise system; we have a multidomain environment (1 forest) and would like to setup the DocuWare.ADSync.exe to run against 6 domains. We cannot setup a new system/server per domain to perform a user sync as suggested in article KBA-36454. We noticed that the user sync config is contained in "C:\ProgramData\DocuWare\ADSync\ADSyncConfiguration.xml". Is there any way to create multiple config files and have DocuWare.ADSync.exe run them independently? Ultimately, the customer was able to run the user sync on 2 different domains from the same server, only difference is that the config file was created with a user account from each…

    3 votes

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    1 comment  ·  Admin →
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  15. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    3 votes

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  16. Documents in Stopped Workflows

    The ability to be able to automatically update an index field of a document went the document has gone through a workflow, errors out, and you manually stop the workflow. We have a customer that scans so many invoices that if there is an error in one of the workflows, we could get 25 failed tasks before the error is updated. And then, they have to manually stop all of those workflows and resubmit the invoice, creating duplicate entries. But if when the workflow was stopped, an index field could be updated, we could use a deletion policy to delete…

    2 votes

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  17. Related documents - New condition "Is contained"

    Add new condition to document relation.

    Ability to search is a specific field value "is contained" in a cabinet field.

    4 votes

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  18. Add the ability to overwrite autofilled value in Forms

    As of DW 7.6 there is an option to autofill values based on select lists, but once the autofill values are entered/filtered based on a specific field you have to manually delete the values otherwise new correct values are not autofilled when you change the value of the specific field they are based on ...

    1 vote

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  19. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    3 votes

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  20. assign a form field as a global variable

    I want to assign a form field that is not indexed as a global variable in Workflow Designer. I can't do that unless it is an index entry.

    These fields on the form need to be changeable, but do not need to be indexed.

    1 vote

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