Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
407 results found
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allow configuration of teams and team leads for easy approval workflows.
For Docuware to know who the manager of anyone else is, would be more efficient for approvals, example travel requisitions or leave approvals.
3 votes -
allow us to use different fonts or text colours
This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.
Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.
3 votes -
Improve connector lines
Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.
3 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure this works far better. 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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Allow selection of location to write temp files for Request container
When creating Request containers, the files are written to the default temp directory for DocuWare. If the Request cabinet is very large, the C:\ drive can fill up and crash. Need to be able to select an alternate location to write the temp files.
3 votes -
Have server name in admin tool for non admin users.
For users that don't have access to the system configurations, there is no way to know what server you are connected to once in the admin tool. Client has a test system and production. Yes, they have to type the server name in to connect but they want something, either top bar or bottom bar, to state which server they are connected to. That way if they get distracted, they don't have to log out and then log back in to figure out which one they are connected to.
3 votes -
Forms signature via DW/AD credentials for forms
Forms signature control that uses DocuWare/AD credentials to confirm the user. This is standard functionality in many eForms systems
3 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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Enable horizontal scrolling in Workflow Designer
Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.
3 votes -
Make Workflow Designer variables available in text area of stamp
WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).
3 votes -
incomprehensible Restriction on Stamps
If I have an approval stamp and I name it APPROVE and assign it to a single file cabinet and user group. I can NEVER create another stamp that has the display name APPROVE again. Even for a different file cabinet, even for a different user group. -Because of the backwards way you guys treat DISPLAY NAME vs NAME when configuring a stamp, I cannot have a duplicate DISPLAY NAME, really? This is never the case ANYWHERE! What if I wanted to assign another approval stamp to another set of users. I then have to name that stamp something else,…
3 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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Make DocuWare variables available in text area of stamp
Please allow the stamp text area to use DocuWare variables like user name and data/time variables.
Currently the user and date/time can be added as default stamp text but it's in a hard coded order.
Being able to change that order and potentially mix it with additional info would be helpful.
So instead of the standard stamp of this
Username
Date timeI'd like to be able to configure it to this:
Date time Username
Or this:
CSR Username Date time
Essentially adding variables to the text area opens up a lot of additional options when designing stamps!
3 votesVielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.
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Automate DesktopApp default connection to PlatformRO
When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.
I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…
3 votes -
Change notes for new workflow instances
Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance
3 votes -
fixed select list field be copied to a new file cabinet on another system
How can a fixed select list field be copied to a new file cabinet on another system
3 votesVielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.
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Using the '(ATTACHMENT)' variable in docuware will help a lot to find the proper record
Hi Team,
I have an idea that if docuware uses the '(ATTACHMENT)' variable withing the connect to outlook configuration so it will help us a lot to find the proper record in the docuware system. Because in most of the cases we sent proposal/estimate within an organization to a single personal who is in purchase department and he handle all the proposal/estimate related queries so we can't use the current available variable to find the exact proposal number but if '(ATTACHMENT)' variable is available then we can find exactly the estimate number/proposal number using the estimate/proposal name extracting from the…
3 votes -
Prefill form field with another form field
Some forms capture the same data over and over again, we need to be able to prefill a form field with one that was captured earlier.
2 votes -
Table Form Field
Add a behavior to form table fields and make the table map directly onto a merge form. Also add a delete button for form calculations.
2 votes -
Workflow designer use of API call to insert a value in an index
Workflow designer we need to use the prenconfigured API calls to insert a value in an index in a choosen file cabinet
2 votes -
To create a way that a e-form can be automatically populated with data from an external source
A way that a e-form can be populated with data from a external data source automatically by inserting only one value in a field or dropdown and then populate all other fields with the rest of the data and then automatically submitting the form.
2 votes -
Ability to block users from outside the US with Geofencing
A Cloud organization would like to block data access from outside the US by utilizing geofencing for security reasons.
2 votes -
Add possibility to configure request body for web services/validators
In the Web Services configuration module there is no possibility to configure request body.
Said possibility is already present in the Webhooks configuration module and in Workflow Designer for web service blocks - they overwrite the default request body; they could overwrite the custom one as well (or have it as an option) and it should not be a problem (since validator would be used on store and info/edit dialogs).
If added, this would enable developers to send less data to a webservice (e.g. we need only 2 out of 150 fields from a store dialog to validate), allowing us…
2 votes
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