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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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121 results found

  1. How to configure load balancing in Docuware ?

    I have a project with load balancing in Docuware Entreprise. I need documentation about this topic in Docuware. I appreciate sharing information on how to do this with Docuware.

    3 votes

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  2. Bring back option to filter preceding spaces

    Before the upgrade in version 7, the autoindex workflows were able to filter preceding spaces on entries coming from a GP database. This was disabled and either removed or hidden in the workflow changes made with the Version 7 update. These spaces are causing issues with reporting and searches within docuware due to their inconsistent nature and currently, a team member has to go through every document to ensure that the spaces are removed in the linked fields.

    Please bring this feature back as part of the auto-index workflow setup.

    3 votes

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    1 comment  ·  Autoindex  ·  Admin →

    Thank you for your contribution. Your idea is available with version 7.0.

    If the option “Drop leading blanks” is enabled for the appropriate file cabinet field, preceding spaces are automatically removed, regardless of how the index entry was set.

  3. Default the storage location for a Document Tray to a Document Tray storage location

    Currently, when creating a new Document Tray, the storage locations are hidden in the advanced section. On DocuTray creation, unless the advanced section is opened and scrolled down, the DocuTray location is not seen. It may default to another non-DocuTray location in the drop-down list and cause failure late when the DocuTray is used. I recommend removing all non-DocuTray storage locations from this list - or at least, default to one of the DocuTray locations.

    3 votes

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  4. AutoIndex Jobs: Modify Scheduling on Event so that it can be based on Documents Stored in A File Cabinet

    You can currently schedule AutoIndex Workflows using either a time/date or on Event. On Event though only references the external file modifications. It would be nice if you could modify the Event to be based on changes to the DocuWare File Cabinet ( i.e. New Documents/Edited Indexes/etc)

    I had a customer run into a situation where this would be more manageable if this option existed.

    3 votes

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  5. Ability to set fields to 'force filtering' on a store dialogue

    When configuring a new store dialogue, it would be good to be able to set a field's Select List to 'Filtered Only' or something similar.

    When trying to set dependant fields for selective select lists it can be annoying for users to have to see the whole select list, click filtering and then choose the correct value.

    3 votes

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  6. a way to know if a user has out of office enabled without looking at the user settings

    a way to know if a user has out of office enabled without looking at the user settings. like through a data source connection

    2 votes

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  7. Add italian email language for validatedID web service

    Dear,

    Is it possible to add the Italian language, in the EmailLanguage parameter, for the validatedID Web Service ?

    Best regards,

    2 votes

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  8. Authentication with SAML IDP

    It is a need in these days for our customers that Docuware has a posibility to integrate and use SAML protocol for authentication and roles management.

    It is a protocol very popular nowdays.

    2 votes

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  9. Allow customization of email address in Docuware Cloud notifications

    Change the "Docuware Notification / noreply@docuware.cloud" to a custom name and email address. This can be based on tasks or a global setting.

    2 votes

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  10. 74/5000 Field masks must be taken into account during storage via DocuWare Forms

    If, when filing via DocuWare Forms, I assign a filing mask in which the field for entering an email address is restricted to a correct email address via a field mask, this field mask is not taken into account when the form is placed in the archive.

    292/5000
    To correctly fill in fields in a form, e.g. when entering an e-mail or telephone number, the field masks defined in the corresponding filing mask should also be taken into account during storage.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  11. Admin Tool: List all recent changes on the opening screen

    List all recent changes made to settings:
    In example:
    2018/03/18 Admin Added User xxxxx
    2018/03/18 Admin Created Storage Location ***
    2018/03/18 Admin Changed field *** from FC *** to required
    2018/03/18 Admin Removed Field *** from FC ***
    2018/03/18 Admin Added Filecabinet xxxxxx
    2018/03/18 Admin Removed Database Connection XXXX

    2 votes

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  12. Allow Filter by External Data Source to be for empty and non-empty fields.

    It would be nice to be able to tell autoindex workflow to ignore all entries where a field is blank when interacting with an external data source.

    2 votes

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  13. autoindex match

    It would save time if you could limit the number of rows that need updating on an autoindex workflow if you could also select records where fields don't match as well as fields that do match in the AutoIndex Definition Match Code. You would require at least one matching field.

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
  14. Autoindex filter < or >

    For filtering on external database, allow < or > in addition to <>

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
  15. Add possibility to exclude pictures in mail

    It would be helpful if there was a possibility, in connect to mail, to exclude images in the corpse on the email, like signature images, that are automatically stored attached to the mail
    this is possible in connect to Outlook

    2 votes

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  16. When working in Workflow Designer, it would be nice to be able to open 2 workflows at a time.

    Sometimes i need to reference another workflow that i have created and it would be easier if i were able to open them side by side instead of having to go back and forth between the 2.

    2 votes

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  17. Workflow - Selecting multiple task to assign a new user

    When a new user replace an old one, changing all the assignement of running task can only be done one by one.
    It could be good that the Workflow controler can change all the task of running job to a new user by a mulitple selection in WebViewer or a specific menu in Designer.

    2 votes

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  18. Scroll to the bottom when configuring multi column select lists

    When configuring especially the multi column select lists in Web Client Configurations, the interface opens various parts like "show filters" below the bottom of the screen and the user always has to remember to scroll down to actually complete the configuration. It would be much better if the interface would always scroll down automatically to reveal the just opened parts.

    2 votes

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  19. Allow workflow global variables in SQL query to retreive external data.

    I'm not sure if this is a formatting issue, a bug, or simply unavailable but when building a "where clause" in a workflow for assigning data from external data, I select a workflow global variable as the comparison but it always returns null.

    Example: ENTRYTYPE="PROJECT" and PROJECTNAME=GV_gProject

    However, if I simply replace "GV_gProject" with the actual hard coded string, the result is correct, so it the query is correct but the GV is not being placed into the query it would seem.

    Because the wizard provides access to the global variables, this should function.

    For the time being…

    2 votes

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  20. Improve use of Workflow System Variables

    1) Create a workflow in Workflow Designer.
    2) Specify a trigger (it doesn’t matter what it is).
    3) Insert an ASSIGN TO activity and assign the task to user ID "A".
    4) Insert an ASSIGN DATA activity and set a file cabinet index field to the Workflow System Variable “Assigned to”.
    The index field should now contain the user ID "A" assigned in step 3. However, the index field is empty.
    5) Insert a TASK activity. In the Decisions tab, Assign to sub-tab, assign the next user to "B".
    6) Insert an ASSIGN DATA activity and set the same file…

    2 votes

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    This should be somewhat solved with version 6.9. Both issues (after step 4 and after step 7) could not be reproduced by me. We know, that CurrentUser has some drawbacks, but some customers use it like it is and if we change the behavior, it will break their workflows. Recommendation for getting the user of the currently opened task is to use the variable “TaskUser” which is new with version 6.9.

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