Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
406 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.1 vote -
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 -
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 -
Sync Transfered Documents
When using Transfer Rules, it's great, but having the posibility to SYNC the index fields of the transfered documents would be ideal.
I understand this can make sense in some cases, but not all, so the Transfer Rule should have the Option, but not mandatory.
1 vote -
Automatic Result List
It would be great to assing an Automatic Result Lists, that would show only the columns where fields are not empty.
1 vote -
Add ability to add multiple document trays to user permissions
In the User Administration, you can add groups, roles, functional profiles, dialogs and stamps, but not document trays. It would be easier to set up new users by adding the document trays to the user instead of the user to each and every document tray.
1 vote -
Ability to reassign users to a workflow task on the fly.
There are times when it would be nice if users could be reassigned to a workflow task on demand. Sometimes there can be heavy workloads on a given task so the ability to add additional resources to the task would be helpful.
1 vote -
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 -
Add keyword and table fields to document proccesing
When you are creating a new document template, sometimes you need to capture a list and the only option available is adding text fields line by line to a keyword field. This takes time to do it and sometimes the webpage times out. We need an option that allows you to grab the text from an entire colum and split it line by line so you can turn it into a keyword field.
1 vote -
unused variable
Hello,
In variable list (WF designer), it would be great to have a way to see if a variable is unused in WF.1 vote -
Fill dropdown by a Webservice
Allow to connect a select list (dropdown) with a webservice and not only with a database table or view.
1 vote -
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 -
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 -
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 -
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 -
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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