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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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479 results found

  1. 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...

    5 votes

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  2. 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

    7 votes

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  3. 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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  4. Add an option to see roles and selection lists that are used in workflow

    when we set up DocuWare, we are sometimes forced to use roles and selection lists only for Worfklows. it would be good to see when these are used in the workflows in the web configuration

    1 vote

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  5. 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

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  6. AutoIndex document condition preview when running a schedule

    It would be helpful when creating a scheduled Auto Index job if after your conditions were set a query would run to tell you how many documents would be updated. This would prevent accidental updates of mass documents where conditions were not set correctly.

    2 votes

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  7. Add refresh button to Autoindex Configuration page to better monitor status

    Add a refresh button to Autoindex Configuration page. On-the-fly updates are not consistent and monitoring for extended period of time. Refreshing web page brings you back to the start of the configurations page.

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  8. record the store dialog used in the audit report

    It would be nice if GUID of store dialog used for storing documens were registered in audit reports or in document history

    3 votes

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  9. Ability to change the color of the font and the outlined of the answer field.

    The font answers are to light and hard to read. If would had the ability to change the color of the font it would be easier for end user to read the form.
    Ability to change the color of the outline boxes to show up better again helping end users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Enable Administrator to see document trays of all users

    Use Case Example:

    A file cabinet to which user-created document trays are assigned is to be deleted. The administrator has no permissions on these trays, so it is impossible for the administrator to find out which baskets these are (unless via the database).

    Even without administering right, it should be possible for administrators to find out which document trays exist and which users they are assigned to.

    12 votes

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  11. Remember the last view settings

    Please save the last view settings for users, and not choose the default every single time we access screens like forms, document processing, file cabinets, indexing etc... its a simple tweak that could save millions of clics!

    1 vote

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  12. 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.

    2 votes

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  13. 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

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  14. 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

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  15. 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.

    7 votes

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  16. 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.

    10 votes

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  17. 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

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  18. 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

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  19. Add a logout button for internal forms.

    When a user opens a form on their mobile they are asked to login but from then on if they do not clear their cookies they are automatically logged in. I would like the option to add a log out button in order to close the session.

    this way by forcing a login we can do 2 things one secure the form when on a mobile, and two we can pre-fill the username from the login in a required field which can then be used in DW to generate workflows once it is in the cabinet. It also facilitates the…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. 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.

    6 votes

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