Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
482 results found
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Workflow Designer : Request for a new activity “Clip document”
New activity type in workflow designer that require to clip documents to complete the task.
7 votes -
Option to set Merge Form Field behaviour as Single Line Text or Multi Lines Text
As default Merge Form Field displays text as Single Line Text and often text from a web form disappears if it's too long. They only way the text breaks lines is if it's linked to a Multi Lines Text Field from a web form.
Now with Fill Areas if I want to overlay text from a Keyword type index in workflow to a fill area that wasn't linked to Multi Lines Field it behaves as Single Line Text.
Could you give us an option to choose Fill Area behaviour (as a Single Line Text or Multi Lines Text), please?5 votes -
Add an option per user to be able to have "Keep Entries" ticked by default on the Store options
At the moment, "Keep Entries" is unticked by default and it is not possible to select for this to be ticked by default instead. A simple change, but would help our users out.
1 vote -
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 -
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 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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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.
7 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.
10 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
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