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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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130 results found

  1. Need ability to record license activity history

    Would like to have a way to see license activity history.

    It is more like an audit trail report where for a specific period of time, I can view the licenses that were in use, with their respective length of time and usernames.

    7 votes

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  2. Sub-Table Column

    Add a Table-Field where you could fill in accounting relevant data eg. a costcentre column, amount column etc.
    This field should work like the keyword column only with more (definable) subcolumns.
    It would be useful for ad-hoc workflows that are costcentre dependable.

    7 votes

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  3. Allow read-only fields on forms

    Allow read-only fields on forms, sometimes it is required to show some values ​​as informative field

    7 votes

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  4. Import module that reads metadata file sent with scan

    Need the ability to read a metadata file, csv or xml file, when scanning from mfp much like active import does.

    7 votes

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  5. Allow webservice activity to access its own platform via REST

    Allow the Webservice activity to access the DW platform via REST API. From what I can see, you can already authenticate, and assign the status (200) to a GV. We will need to assign the cookie or token from authentication to a variable we can use in any further calls request header. This would make the workflow designer/manager a very powerful tool.

    6 votes

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  6. Web Forms: Possibility to add tables

    It will be great if we had the possibility of adding tables to web forms and also indexing them to an existing table database field.

    6 votes

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    Completed  ·  0 comments  ·  Forms  ·  Admin →
  7. allow searching on the document type field that DocuWare already captures and displays

    We love that wonderful icon that shows up on the left of result lists that indicates document type (ie. Word, PDF, Email, etc), but it would be great if there were a way to include that in a search dialog so if users want to filter to show only emails, for example, they can. I'm just telling them to sort the result list by doc type for now by clicking the column heading.

    6 votes

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  8. Incorporate Linq and Regex classes from .NET in arithmetic expressions

    This would solve so many problems like regex validation after storing the document or correcting text automatically. Also Linq is such a powerful API. If we could use something like FirstOrDefault() / All() / Distinct() and else. This would be such a great addition to Docuware, so many things could be done inside workflow without the need for external validation service.

    5 votes

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  9. Highlight mandatory fields in forms

    Is it possible to have something more visual for mandatory form fields, that draws a users' attention to complete a specific required field, as currently the submit button remains greyed out and you have to hover to find the names of the field that need to be completed.

    For example a red outline (as shown in the attachment, an example from Office 365 Forms), it will be easier for users to complete mandatory fields, by visually drawing their attention to it.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
  10. Workflow Designer -> Assign Data -> Allow Reordering assignment statements

    Because of scenarios like a changing workflow definition or project scope, or simply thinking of a new approach to a workflow can disrupt assignment dependencies. Once that happens, then delete all of the subsequent dependent assignments.

    It's basically not being able to insert a line in your code. Just delete everything that follows the insertion point, then do the work over again.

    Ability to Reorder assignment statements within an Assign Data task can fix this.

    5 votes

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  11. Operations with Dates

    i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc

    5 votes

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  12. Add the ability to modify Functions of the Document History Dialog or Inherit from Result

    We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).

    Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).

    The request is to give the ability to modify the Document History Dialog or set it to inherit…

    5 votes

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  13. 5 votes

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  14. Full keyword support in Workflow Manager

    It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.

    5 votes

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  15. 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.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
  16. Allow AutoIndex to pick up a file using a wildcard, many systems export with a datetime stamp as part of the file name

    Allow AutoIndex to pick up a file using a wildcard. Many systems export with a datetime stamp as part of the file name

    4 votes

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    1 comment  ·  Admin →
  17. Any chance that your login page could support a Federated Service option like ADFS?

    I'm curious if Docuware could be configured to allow a Federated Service login such as ADFS, so that we could support multiple external clients without having to create them internal AD accounts

    4 votes

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  18. Autoindex Scheduler Needs More Timing Options

    In 7.0 the web based autoindex scheduler only allows for selecting starting times on the even hours ... 1:00, 2:00, 3:00 ... somtimes I want jobs to start at 5 after the hour so that other non-DocuWare processes can happen on the external database side. This used to be possible when scheduling was done in the admin application, please bring it back for the web based scheduler.

    4 votes

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    1 comment  ·  Autoindex  ·  Admin →
  19. Simple Start up Template

    Going in to using Docuware with zero experience, I would suggest give new clients a simple start up template to fill out. They could list Main File Cabinets needed (in outline format) and with those (also in outline format) the index headings they would like. Having filled those out would give a clear view of HOW the system would be set up, and prior to actual set up of the Stores, changes could be made. Not using the program at all prior to training, it's hard to visualize how it will work. The more the customer is familiar with the…

    4 votes

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  20. Rename an already used global variable within a workflow

    When you are using a complex workflow you sometimes realize that the given name to a global variable is not appropriate
    It is a REAL PAIN to delete this variable in every task or create a new variable and replace the old one everywhere.

    So I suggest to add the ability to modify the name of a variable, even if it is already used within the workflow

    4 votes

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