Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
479 results found
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Adding an attribute to the user dictionary
Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.4 votes -
3 votes
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We should be able to Bold a particular section in the Text Stamp
When creating a Text Stamp, I discovered that I can not Bold a particular section of the text created from the others. I would appreciate if this is looked into.
3 votes -
Adding an attribute to the user dictionary
Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.1 vote -
Active Directory Network ID Adjustability
Allow admin's to specify user NetworkIDs in the sync settings or change the AD sync to also pull the domain's shortname. Sync worked for us, but it pulled the fully qualified domain name rather than the short domain name. Users were synced and created successfully, but their NetworkID doesn't match the Windows session username which uses the short name of the domain.
full.domain.com\user vs full\user
2 votes -
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 -
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 -
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 -
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…
20 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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.
3 votes -
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 -
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 -
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
4 votesThank you for your idea. With the next generation of our Workflow Designer we will take care this goes far easier for you.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
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.
6 votes -
Allow for workflows to be scheduled every x hour or x minute
I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.
6 votes -
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 block1 vote -
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
5 votes -
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…
4 votes -
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…
2 votes -
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!
2 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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