Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
26 results found
-
Have the ability to add tabel field rows
Would be benificail to have tabels fields be able to add and multiple rows for entering line items
for example, you enter line item Unite cost and the quanity and have the total calculate under a 3rd column fpor the total cost of item..
2 votes -
Restrict possibility to apply a Stamp based on document index fields
It would be useful to be able to restrict the possibility of applying a stamp on a document according to its indexes, some examples :
A stamp is intended for certain types of documents and has no purpose to be applied to others
A stamp can only be applied if the document is at a certain status
A stamp can only be applied if all the required fields have been completed
This would make it possible to propose processes in case management and optimize the user experience by displaying only the stamps that are useful for the document
3 votes -
Extraer información certificado incrustado - Extract embedded certificate information
Al recibir documentos con certificados digitales incrustados, se debería de poder extraer los metadatos para poder realizar validaciones posteriores
Esto lo solicitan clientes por temas de la Ley CreceWhen receiving documents with embedded digital certificates, it should be possible to extract the metadata for subsequent validation.
This is requested by customers due to Ley Crece issues.1 vote -
Document history within tasks
If you want to view document history by clicking on it in tasks, you will only see history for that particular workflow. It would be great to see whole document history even if I want to watch it in tasks.
4 votes -
Allow folders and lists to be based on the same setup as normal searches
Please can you allow folders and lists to be controlled in the same way as normal searches - for example being able to remove the ability to edit without checking a document out first (currently, you have to remember to check it out and back in again when you upload a document to stop this) or allow the search to exclude files based on a field value such as retired documents.
1 vote -
Store dialog - Field prefill with empy text
Hello,
We have a problem when storing documents when documents are copied from filecabinet to basket and than stored.
Docuware stores index entries event if fields are not on Store dialog.
Prefiling with empty would clear unwanted index fields.Best regards
1 vote -
list from multi file cabinet
Have the ability to create a List from multiple file cabinets
2 votes -
Allow SQL command in index profile on cloud version
On on premice version, index profile can be defined with an SQL command allowing to write complex sql command
this option is disable on cloud version3 votes -
Grant access to create Baskets and File Cabinets to the API
When working within the API you have the ability to create users and assign them groups and roles. However, you still have to manually create Baskets for the users to use.
By the same token, now that you are able to export and import a valid XML for a FIle Cabinet to speed up creation, you should be able to create a method to allow passing of an XML (or FC class).
Once the idea for export/import Workflows is completed, it would be nice to have this functionality for that as well, as it will significantly speed up moving data…
16 votes -
See an status bar for Fulltext tasks
I think will be great if in DocuWare cloud we could have the way to see the status of fulltext tasks, like how many documents are indexed and how many are missing for being indexed. Sometimes we have had to reset fulltext index for some file cabinets due to some problems with full text but we don't know when this process will finish and also we don't know if something will fail.
1 vote -
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 -
Automatically select an item in a drop down list if it's the only one.
If a select list is narrowed down to only one remaining option by the other field(s) that it's filtered by, we need an option to automatically select this item. Why do users need to perform 2 additional mouse clicks or several keystrokes to accomplish this?
1 vote -
Document Processing - Add more content conditions for the identification and splitting rules
Ability to have multiple content conditions for identifying and splitting documents with AND & OR operators.
2 votes -
Always show ALL fields of a dialog in the document processing module
Abitily to index fields in the document processing module, even if the store dialog chosen has them hidden. This works perfectly like this when indexing forms.
1 vote -
Add data validation to store dialog
Have the ability to make validations and rules to a store dialog. It is important to prevent storing duplicated invoices for example.
The REQUIRED or not field is very basic validation. Forms already has field validation.
3 votes -
Dynamic Store Dialog
Ability to change the store dialog dynamically based on the fields. For example the document type. Forms already has some dynamic fields based on others, and is very helpful. This would reduce the need to have many different store dialogs for each type of document.
6 votes -
Dynamic Result Dialogs
Abitily to have a Result Dialog or another, BASED ON RULES. This would display the necessary metadata for different document types. Contracts, Invoices...
1 vote -
Assign Result dialogs to LIST DIALOGS
Abitily to ASSIGN a specific result list to a LIST DIALOG to show the results instead of customizing every single time
1 vote -
Allow selection of Dialogs and profiles when a new field is created
You should allow the selection of dialogs and profiles when creating a new field. The field being only assigned to the standard dialogs it's not enough when costumers have 30+ profiles, 30+ dialogs and 50+ tasklists.
Thank you.4 votes -
Automatically change label names when you change a database field name
Currently, when you change the name of a database field, the dialogs all keep the old field name as a "Label". This forces me to go into every dialog (including result list and index dialogs) and erase the label so that it matches the new field name.
When I'm changing a database field name, it is because a customer wants the field name to change everywhere.
8 votes
- Don't see your idea?