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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  2. 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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  3. 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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  4. Add ability to invoke another workflow from a current workflow

    Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.

    1 vote
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  5. TextArea field in process

    Hello my company have a problem beacuse we cant add textarea to form.
    One line field is not enough to write for example explenation why we do NOT accept an invoice

    We van add NOTE (textarea) type variable in FileCabinet, but in Workflow there is not such option, so whtis value is transformed to one line field

    2 votes
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  6. Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

    Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

    1 vote
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  7. Option to Flatten Fillable PDF after Workflow Completes

    Right now my client submits a merge form which a workflow then populates with additional data. The problem is that they want these documents to be read-only after the workflow is finished -- that way they can use "Send" to email read-only PDFs directly out of DocuWare. Right now they have to use an external program like "Microsoft Print to PDF" to generate a read-only PDF, then manually drag it into their email client.

    The best option would be to have a "flatten PDF" node in workflow that makes the PDF read-only. That way I can put that at the…

    3 votes
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  8. Task List: Assign a certain result list per task, per workflow, for workflow controllers.

    Result lists are useful. Having multiple result lists is a necessary feature which exists for good reason. However, all users of all task lists have the same result list configuration. Whichever result list is picked as "Default" is used for every task list system-wide.

    Example: Accounting users (especially workflow controllers) should be able to have different options available compared to approvers.

    This also goes for the "edit index entries" dialog of the result list. Even if an approver has (and needs) permissions to edit certain fields for workflow tasks, we do not want to present this as an option when…

    2 votes
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  9. Workflow Designer : Request for a new activity “Clip document”

    New activity type in workflow designer that require to clip documents to complete the task.

    2 votes
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  10. Add notes on workflow designer

    It would be helpfull to be able to create personal notes in workflow designer. For example : I can note the last modification, leave a not on the WF for someone else...

    2 votes
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  11. Comments section in the workflow

    Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing

    2 votes
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  12. Add the possibility to use webservices in workflow module with token and certificate authentication

    Add the possibility to use webservices in workflow module with token and certificate authentication. Today we can only call "open" webservices or webservices protected by user/password. But more and more webservices require token and/or certificate authentication. Can this option be added to the webservices component of the workflow designer?

    18 votes
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  13. Workflow Designer - Add option to 'Cancel' if Error exits not connect

    When Publishing a Workflow and forget to connect an Error exit, warning is displayed only with 'Publish' button (see attached).

    It'd be useful to have a 'Cancel' button as well to return to Workflow and connect the missing exit instead of being forced to publish incomplete Workflow.

    Thanks!

    1 vote
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  14. archive email sent from workflow

    Allow the option of archiving an email that is sent from a workflow.

    1 vote
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  15. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    1 vote
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  16. Analytics button to show the workflow status/history in a single dashboard

    (Suggestion by Maurício Dias, Partner DocuWare Corp.):
    In my opinion, By far there should be a button at the user panel of our Docuware Workflow solution that could show the workflow or all the workflows status/history in a single dashboard, with 1 or 2 Graphics presented in a new window of the browser ... Analytics (no matter how simple they are) are KPIs, which take decision markers to decide for one tool or another when deciding to choosing a document workflow software.

    4 votes
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  17. Add integration link functionality into Workflow notifications

    I would love to be able to generate dynamic DW Integration links in Workflow (based on index data and/or global vars). My main use case would be to use one or more links in a notification.

    Currently just getting an integration link requires a web service. (Web services are typically not trivial for our cloud customers.)

    And then, having a URLEncoded link, it is plopped as-is into the text of the notification which is really quite ugly.

    Please consider integrating integration links in workflow.

    1 vote
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  18. Parrallel conditions

    Amount of activity outputs depends on number of conditions.
    If condition A is fulfilled a certain route is taken etc etc.

    For example. If 10 Document Types needs different actions it would promote efficiency. One does not have to do 10 different condition activities nor do you have to build 10 different workflows.

    1 vote
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  19. Step by steps on how to create workflow designer

    It will be nice if we can have steps by step guide on how to create a workflow designer

    1 vote
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  20. enable Conditions in Workflow to behave more like Select Case statements than If...Else statements

    In one of our workflows, we have three possible conditions that could be present

    Let's say these are A, B, and C.

    The only way I can describe the logic about what is and what could be is to draw from my programming background.

    Workflow only lets us set up the logic that it might look like this:

    If Condition = A Then
    ... (A's actions)
    Else
    ... If Condition = B Then
    ... (B's actions)
    ...Else
    ...... If Condition= C Then
    ......... (C's actions)
    ...... Else
    ......... (other conditions)
    .......End If
    ... End If
    End If

    But if I…

    2 votes
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