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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  1. Workflow Validation Error message customizable

    When creating a validation within a task in the Workflow Designer, one can only write a fixed error message. It would be way more user-friendly if this message was customizable just the same way as workflow fields are, e.g. a description field.
    This would allow inclusion of global variables and index data in the error message, providing great flexibility and a way to point the user to their error more specifically.

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  2. Daily/Weekly/Monthly export of Lists or Workflows

    Would like the ability to automatically send Lists or Workflows detail in CSV format to users/roles Daily/Weekly/Monthly.

    1 vote
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  3. Advanced select list usage in Drop Down Fields.

    I would like to see Drop down fields with Multi Column Select list filter based on a previous Drop down selection in Forms. Similar to filtering in Workflow tasks.

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. some way to filter the size of the scanned files

    To be able to indicate in the filing cabinet a maximum size of document that can be archived, we would like to be able to control the size of the documents that are inside the filing cabinets.

    1 vote
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    0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  5. Function to lock a fillable PDF in the workflow to prevent further modification

    The overall process surrounding the question is a PO Form, which I’ve created in DocuWare. That form triggers an Approval workflow. In the workflow I also add line totals, overall total and the name of the final approver onto the fillable PDF document. Once the document is approved, the workflow sends the PO to the supplier. The problem is that at this moment the order is still fillable… I need that document to be a non-fillable PDF… Problem is that I can’t create the non-fillable PDF with the form as I then can’t add the line totals etc. to the…

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. Properly format DW Forms page width for mobile devices

    Currently, when a DocuWare form is displayed on a mobile device, the page width is calculated as if the device is held in landscape mode, even though it is being held in portrait mode. This causes the end user to have to scroll to the right to read text or see if the form field has a drop-down list when in portrait mode.

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    7 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    0 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  9. Make Workflow Designer easier to keep tidy with multi-select

    Make Workflow Designer easier to keep tidy, like Process Planner is.

    I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.

    Multi-select would help quite a bit here

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    2 votes
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  11. Forms - Allow Select List Filtering on Previous Field Entry

    Would be great to be able to filter the returns for a field's select list based on the contents of a previous field. Like you can do in a Store or Search dialog. In cases where building individual select lists for each possible iteration of the primary field isn't practical due to volume this would work really well.

    1 vote
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  12. Forms - Allow Select List Filtering on Previous Field Entry

    Would be great to be able to filter the returns for a field's select list based on the contents of a previous field. Like you can do in a Store or Search dialog. In cases where building individual select lists for each possible iteration of the primary field isn't practical due to volume this would work really well.

    0 votes
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  13. add option in activity "send an email": join pdf with annotation

    Hello,
    We'd like to send email with annotation (we created a stamp with a bitmap signature ).
    We want to be able to send the document with the signature as annotation for example to validate a quote.

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Save uploads from Forms with different index entries

    If you use multiple upload blocks in a WebForm they all get the same index entries. For example a upload block for letters. and a different block for Copy ID. ANd a third block for a contract.
    all attachments have the same index entries. Please create an option to assign diffent docment types per upload block

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. add Office output from the Webforms

    You can use Office documents in the Forms. But the output is always PDF. Please create option for Forms output to Word and Excel

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. The Workflow Designer is in need of much assistance.

    In Visio, object connection points can be all around an object Also connection labels can be dragged to any position along the line by the user.

    It appears that the Workflow Designed only has 4 connection points in each corner. Also the tags for each connector will automatically position themselves, but not always ideally. The effect is that lines and the labels will realign themselves willy nilly each time ANYTHING is relocated. This is EXTREMELY UNDESIRABLE!!!!! I spent more time today dicking around with positions and connecting lines, which have a mind of their own by the way, and not…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Conditional Required Fields

    Now a field is required or not.
    In our case, HR needs to store a document and can choose to index through NAME, ID, EMPLOYEE ID... but I cannot make all required because it would defeat the idea of efficiency, but they should be allowed to fill AT LEAST 1 of the 3 to be valid.
    Some sort of validation, that would allow only 1 of the 3 required fields to be indexed..??? just ideas...

    By the way, only 1 data field is required for us, since we have autoindex on the back fulfilling the rest of the fields. This…

    1 vote
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  18. Show document Count in Baskets by default

    Very simple to show number of documents in each basket by default, instead of having to do a mouseover... in fact it is more interesting to view document count than size.

    Furthermore, a summary with the total size and document count on top of the page would be great!

    1 vote
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  19. Sync Transfered Documents

    When using Transfer Rules, it's great, but having the posibility to SYNC the index fields of the transfered documents would be ideal.

    I understand this can make sense in some cases, but not all, so the Transfer Rule should have the Option, but not mandatory.

    1 vote
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  20. Indexing Assistance List Filter

    Abitilty to add a filter an external List data source, the same way it is possible in the autoindex configuration.

    This way, the Lists could be more precise and agile in DW.

    1 vote
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