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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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402 results found

  1. Select multiple Workflow steps to move them around in order to insert a new step

    In Workflow Designer, if I need to add a step near the top of a workflow, I find I have to move each step below it down, one at a time in order for it to fit right.

    It would be great to click and select multiple steps and move them together.

    6 votes

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  2. Sort order in external select lists

    In the data connector or external list configuration allow the ability to set the sort order by one or more fields in the data connection. Allow workflow designer or sys admin to define or modify the SQL query used to pull the data for the external select list to use WHERE and ORDER BY clauses.

    6 votes

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  3. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    6 votes

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  4. Allow for workflows to be scheduled every x hour or x minute

    I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.

    6 votes

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  5. Allow Connect to mail to ignore small signature images

    When using the Connect to mail feature, I used to be able to ignore image files less than a certain size, so images that are in signature did not import into the document. This option is no longer available, so the signature image is now part of the document. Removing them is cumbersome when you are importing thousands of documents weekly into a document tray.

    6 votes

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  6. Synchronize documents from Google Drive or Dropbox

    Synchronize documents from Google Drive or Dropbox

    6 votes

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  7. enable Conditions in Workflow to behave more like Select Case statements than If...Else statements

    In one of our workflows, we have three possible conditions that could be present

    Let's say these are A, B, and C.

    The only way I can describe the logic about what is and what could be is to draw from my programming background.

    Workflow only lets us set up the logic that it might look like this:

    If Condition = A Then
    ... (A's actions)
    Else
    ... If Condition = B Then
    ... (B's actions)
    ...Else
    ...... If Condition= C Then
    ......... (C's actions)
    ...... Else
    ......... (other conditions)
    .......End If
    ... End If
    End If

    But if I…

    6 votes

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  8. Add the ability read JSON response data as lists (add REST API as data connection)

    It would be really nice in the age of cloud services to be able to establish data connections to REST APIs and read JSON responses into lists. Unfortunately, with many of the services that many clients use being cloud-based, they often have no access to backend database tables or views to create data connections to. Being able to hook up to generic REST APIs would solve this problem.

    6 votes

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  9. Allow the creation of Data Records from Workflow Manager/Designer.

    I have a need to create two 'Numbers' from based on a condition. If IndexField A is not empty create the 'Number'. If Indexfield B is not empty create the 'Number'. It would be good enough for the customer that one or two Data Records are created using the data

    6 votes

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  10. Add formatting options to workflow information.

    In workflows you can add a description to assist users, however there is no way to format any text in that information window.

    6 votes

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  11. Catch All Error Block

    It would be incredibly useful to have a workflow wide error handling option. With the addition of the error variables in 6.11, this would allow a single action to be taken regardless of error location, and greatly simplify workflow design.

    As it is, connecting all of the error outputs becomes hideously complex very quickly.

    6 votes

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  12. Allow additive Assignment of Tasks (Roles + Users + Variables)

    Allow additive assignment of Tasks (Roles + Users + Variables)

    It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.

    As it is now, this won't work. Consider the scenario:
    - An incoming document triggers a workflow.
    - The document has an index field "Assignment" and it's value is "Joe"
    - A User-type global variable is populated with the value from "Assignment"
    - The workflow assigns the…

    6 votes

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  13. Allow error links to be hidden in Workflow Designer

    It would be wonderful if we can toggle off the display of the red error links, maybe also providing some indication on the item that it is connected (for example change the color on the handle of the error output.) For complex workflows with many automatic steps, the error links can become overwhelming.

    6 votes

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  14. Stamp Bitmap with Form Field

    Currently, if I define a stamp using a bitmap (a nice big angled "Rejected.jpg" image for example), I also want to require the user to specify a rejection reason.

    If I do not use a bitmap, I can specify fields. But if I use a bitmap I cannot. This by definition means that I cannot combine a bitmap with a prompt to specify a region.

    Please add the ability to use fields with bitmap stamps so that we can prompt users for additional data to go with the stamp.

    6 votes

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  15. DW 6.10 Automatic Numbering - reuse number if cancelled. Allow alpha prefix.

    This new feature is great. Thank you, Docuware.

    Just couple of things: when the store dialog with AutoNumbering fieldi is envoked, and then the stor operation is cancelled, the number that appeared in the stor dialog is not reused any more - so there is a gap in numbers. Is this an intended behavior or can be it changed so if the store operation is cancelled, that number is still available for the next store.

    Since the field with Automatic Numbering is already a text field, would be nice to be allowed to prefix number portion of the field with some…

    6 votes

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  16. Allow DocuWare Forms to be submitted to a Document Tray

    Currently, DocuWare Forms do not inherit File Cabinet field masks such as a Social Security Number regex validation. If a DocuWare Form could be submitted to a Document Tray instead of a File Cabinet, then I could use the store dialog to enforce the input and finish up the form. There's plenty of other reasons as well.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Email notification logging

    It would be nice to see when notification emails are sent.

    6 votes

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  18. Improve UI of Forms

    Currently the ability to format/brand/customise forms is very limited. Please can the option to add more colours, company logos,

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 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.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Web Forms: Auto number to increase when the form is submitted, not opened

    The auto number used in a web form increases every time the form is opened, not submitted. I was expecting to be increased every time the form gets submitted, as we use the auto number to identify the form.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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