Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
130 results found
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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 votesThank you for your contribution.
Your idea is available with version 7.13
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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 votesThank you for your contribution.
Your request should be achieved with the new Pre-fill a Form feature, which is released with version 7.13.
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a way to know if a user has out of office enabled without looking at the user settings
a way to know if a user has out of office enabled without looking at the user settings. like through a data source connection
2 votesWith the Platform API available in Workflows since DocuWare version 7.9 you can get this information by the endpoint "GET /Organization/UserByID?userId={UserId}"
You'll find more information here: https://help.docuware.com/#/home/62290/2/2
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Incorporate Linq and Regex classes from .NET in arithmetic expressions
This would solve so many problems like regex validation after storing the document or correcting text automatically. Also Linq is such a powerful API. If we could use something like FirstOrDefault() / All() / Distinct() and else. This would be such a great addition to Docuware, so many things could be done inside workflow without the need for external validation service.
5 votesThank you for your contribution. Your idea is available with version 7.9.
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Add a "Clear Form" option / button
With the newly added auto populating of selective select list fields. The potential for an error that can not be remedied is evident. If an auto populated field is read only for example, even if you change the initially selected field via X and new drop down selection, it does not correct the other fields.
10 votesThank you for your contribution.
Your idea is available with version 7.12.
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Allow webservice activity to access its own platform via REST
Allow the Webservice activity to access the DW platform via REST API. From what I can see, you can already authenticate, and assign the status (200) to a GV. We will need to assign the cookie or token from authentication to a variable we can use in any further calls request header. This would make the workflow designer/manager a very powerful tool.
6 votesThank you for your contribution. Your idea is available with version 7.9.
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Web Forms: Auto number to increase when the form is submitted, not opened
The auto number used in a web form increases every time the form is opened, not submitted. I was expecting to be increased every time the form gets submitted, as we use the auto number to identify the form.
7 votesThank you for your contribution.
Your idea is available with version 7.12.
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Web Forms: Possibility to add tables
It will be great if we had the possibility of adding tables to web forms and also indexing them to an existing table database field.
6 votes -
Add italian email language for validatedID web service
Dear,
Is it possible to add the Italian language, in the EmailLanguage parameter, for the validatedID Web Service ?
Best regards,
2 votesThank you for your contribution. Your idea is available. Please have a look at the documentation: http://help.docuware.com/#/home/90697/1/1
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Add rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing
There is no option for rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing (Service method AddNewDocument) whitch is available when using remore signatures (AddNewDocumentRemote). Since the rejection reason is mandatory when rejecting a singning via centralized vidsigner portal (https://centralized.vidsigner.net/), we should be able to receive the reason given back to Docuware. This should be implemented.
3 votesThank you for your contribution. Your idea is now available . Please have a look at the documentation: http://help.docuware.com/#/home/90697/1/1
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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 voteThank you for your contribution.
Your idea is available with version 7.12.
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Hiding a field in Docuware Form after it has been populated so a user can not see it but populated in the meta data of the file cabinet
It will be nice if a field when created and filled in the DocuWare Form should not be visible after it has been submitted. The word on this field should be populated in the file cabinet index field after it has been linked.
1 voteYou can already accomplish this if you use a "Merge Form". Then you can place all needed form fields on the template and all not placed fields will not be on the document, but only in index entries.
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Allow URL parameters in DocuWare Forms
Since each field in a DocuWare Form has an ID it would be very handy to be able to pass data to that field via a URL parameter.
If I had a field on a form with the ID of "Location" I'd like to be able to call that form with a specific location value. The form would then load with that field already prefilled with that value. Something like this:
https://mytenant.docuware.cloud/form/formpage?Location=USA39 votesThank you for your contribution.
Your idea is available with version 7.13.
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Authentication with SAML IDP
It is a need in these days for our customers that Docuware has a posibility to integrate and use SAML protocol for authentication and roles management.
It is a protocol very popular nowdays.
2 votesThank you for your contribution. We implemented generic OpenID Connect integration for usage with alternative identity providers with version 7.8.
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Add possibility to fill TABLE field from WF, autoindex or Forms + filter INSIDE Table field
Currently there is no way of creating data record with Table field in it or even fill existing data containing Table field and fill that.
Example: invoice might have more than one order and approver usually takes a look at each oreder (or receipt) corresponding to that invoice. Simple table field with prefilled data would totally make sense.
As of now you can only fill Table field using one click / intelligent indexing or just manually typing stuff.
3 votesThank you for your contribution. Your idea is available with version 7.5.
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filter on table fields prefill in workflows
using the prefill function in workflow on a table..
Being able to also filter on the fields tables would be great..1 voteThank you for your contribution. Your idea is available with version 7.5.
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Autoindex Keyword field HasChanged option
We are missing has changed condition for keyword fields and have to create worklows for what autoindex could have been used
Best regards
1 voteThank you for your contribution. Your idea is available.
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Highlight mandatory fields in forms
Is it possible to have something more visual for mandatory form fields, that draws a users' attention to complete a specific required field, as currently the submit button remains greyed out and you have to hover to find the names of the field that need to be completed.
For example a red outline (as shown in the attachment, an example from Office 365 Forms), it will be easier for users to complete mandatory fields, by visually drawing their attention to it.
5 votesThank you for your contribution.
Your idea is available with version 7.12.
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Allow writing into table fields via Autoindex or Workflow 'assign data' step.
There should be the option to write into specific table field columns either within the Autoindex module or the assign data step within the workflow designer.
The use can for this is an end user would like to assign the same GL codes and amounts for recurring invoices. Instead of having to type out this information each time a "standard" invoice comes through, they would select an identifying option which would then kick off an Autoindex job or Workflow. From there we would assign the fixed GL data.
This would save the customer time as they would not have to…
1 voteThank you for your contribution. Your idea is available with version 7.6.
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Create a feature that allows you to require all checkboxes to be checked before submitting a form
Basically it would create the ability to make a task checklist that requires a user to check all of the boxes in the category before the submit button becomes available. This would make it so creating a task checklist for repeated tasks would be easier and quicker to create without having to add individual checkbox categories for each and every item on the list, which would leave large gaps between each one.
1 voteThank you for your contribution. Your idea is available with version 7.1. You can use the field validation for this. Please have a look at https://help.docuware.com/#/home/64450/2/2
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