Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
402 results found
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prefill data on web forms
Use live data from Select lists to link to behaviours for Webforms to make the design dynamic based on DW stored data.
An example is a workflow updates how many attendees are coming to an event and if it reaches its maximum, a metafield is updated and linked to a web form behaviour eg. status is fully booked and that invokes a behaviour to display on the web form that the event is fully booked.
In summary live data changed in the system can dynamically and automatically change the web form when the user opens the web form.
7 votes -
Possibility of using variables/fields in the task description
In Task description, it would be useful to be able to enter values from a variable or an index field.
This would allow you to have a more complete description of the task to be carried out and to make the correct decision without having to select various decisions.For example, at the first step of the flow the operator enters a note, if I could have that note in the task description, the supervisor can choose between the two decisions without having to read the operator's note in the first decision and reject it with the second decision.
it…
7 votes -
Webhook audit logs
PROBLEM
I have a webhook setup that should be triggered when a doc is created or updated in a file cabinet. The REST API that is receiving the requests from the Docuware webhook is missing some data. I can see the logs of the REST API it looks like some requests from the Docuware webhook didn't get delivered.
The webhook that I'm referring to is not the one inside the workflow.SOLUTION
Please provide access to the Docuware webhook audit logs7 votes -
DocuWare support shared mailboxes
- DocuWare support shared mailboxes
Problem: Currently DocuWare does not support shared mailboxes and emails sent with such an address lose their email body.
Solution: DocuWare supports shared mailboxes.
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Probléme : Actuellement DocuWare ne prend pas en charge les boîtes aux lettres partagées et les courriels transmis avec une telle adresse perdent le corps de leur courriel.
Solution : Que DocuWare prenne en charge les boîtes aux lettres partagées.
7 votes -
Related documents also with table fields
In table fields I can store information on delivery notes, orders, etc..
This information can be duplicated if these are documents from the accounts payable cycle.
For this reason I need to store the number and date of the document to be linked to the invoice.
But it is not possible to create a document relationship config based on a table field.
This would in my opinion be a great functionality to implement.7 votes -
Multi-stage forms
I think it would be helpful if one party could pre-fill part of a form, then another person could finish filling out the form (i.e. office could fill out customer info, then technician onsite could fill in details and submit form).
7 votes -
Index filter hierarchy rights Project > Document
We need project or folder hierarchy rights management.
If user is added to index field on 'project' document that user
should have rights to project documents linked to this 'project' document.This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.
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.
7 votes -
Change the logo of webclient with the logo of the client´s company
Hello, we need to change the logo of DocuWare on webclient with a customized logo client's mark. We can be change this on OnPremis Docuware but we need to do this on cloud systems. A lot of clients apply for this changes.
7 votes -
Reverse rule
When configuring access rights for users, it would be beneficial with a "reverse rule" where you can reverse the filter. If a document type filter is set, the button "reverse rule" tells if the user should be able see only the type defined, or all other types.
7 votes -
allow list-type Role variables to be used as select lists in tasks
When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…
7 votes -
User Productivity Reporting
DocuWare should include some basic reporting for administrative purposes. Our area tracks 40+ users per week to see if they are meeting their scanning requirements. Right now, I do this via the SQL backend and a few queries, but it would be great is I did not have to do this every week. Tracking users via the web interface is not viable when you have so many active daily scan users.
7 votes -
Allow to use stamp at decision level and not task level
It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another
For example : If i validate an invoice, stamp is placed
If i use the decision : request info is used, there is no need to place any stamp on the invoice.Options are currently very limited regarding task stamps
Thank you.
7 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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Automate workflow tasks
Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Addition of Video format file to play videos from the file cabinet
Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.
7 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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Ability to remove functions from right-click menu in web basket/document tray
I would like to be able to remove "Store Automatically" from certain users' web basket/tray when right-clicking on a document. Customer needs to have users change index entries when storing, and they don't want any way for the user not to change the entries.
7 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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Trigger / Start a workflow after updating a table type field
Use case: A table field must be completed by users (by modifying the index) to validate a document.
A workflow is used to check if the table is complete.
The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
it would be interesting to have a new type of trigger based on the table field6 votes -
Workflow designer test mode
Improve the functionality of the test mode so that it predictable works all the way through a workflow.
6 votes -
Allow specifying of reply to in email actions
In the workflow designer when you use an Email Action, you should be able to specify a reply to address.
6 votes -
Add a "Clear Form" option / button
With the newly added auto populating of selective select list fields. The potential for an error that can not be remedied is evident. If an auto populated field is read only for example, even if you change the initially selected field via X and new drop down selection, it does not correct the other fields.
6 votes
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