Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
30 results found
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Docuware forms should have a table field that indexes a table index field
In docuware 7.1 there is a new index field type of table. This is great except it isn't all that useful without being able to automatically enter data into the table. Our purchase order requests for example have to index a quantity, price, description, and 2 accounting codes for each line item. So currently, I have a spreadsheet that I print into docuware with a print configuration and it indexes each of those items so it can be used to import into our accounting system. I can't index the table items with the print configuration. According to your documentation page…
31 votesThank you for your idea. We are planning to implement this idea for release 7.9 of DocuWare, which will be in September 2023.
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Allow URL parameters in DocuWare Forms
Since each field in a DocuWare Form has an ID it would be very handy to be able to pass data to that field via a URL parameter.
If I had a field on a form with the ID of "Location" I'd like to be able to call that form with a specific location value. The form would then load with that field already prefilled with that value. Something like this:
https://mytenant.docuware.cloud/form/formpage?Location=USA16 votes -
Group elements in DocuWare Forms and an "add button" to dynamically "create" fields
Imagine that Im a technician and require spare parts to fix something... I would need a document with some certain information which would repeat n number of times, i.e. Part Number, Description, Qty... there won't be a fixed number of fields that i have to fill each time I need spare parts.
The group elements function would allow to wrap PartNumber, Description and Qty to be treated as one, so with the Add button you could add another group of those fields as on requirements
15 votes -
Form filling checks and crosses
When mapping fields to a merge doc, can we have the option to have ticks, or checks as well as the existing "X" ?
The reason is that when using a Checkbox field in form design, and then mapping that to a merge form the data changes from a "tick" for yes on the web form, to an "X" which can be interpreted as a "No" on the merge form.
13 votes -
Create forms with a organization template
like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.
11 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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Merge and Web Form
We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.
11 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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Date/time for forms
It would be nice to have a Date/Time form ability instead of simply just Date. This would work great for forms used for meeting scheduling
7 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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.
5 votes -
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 -
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.
5 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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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,
4 votes -
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.
4 votes -
Time picker
A basic option that is missing on the web forms designer is a time picker. The date one works great...now if we just had a time option that pulled up a clock on the mobile device or browser to easily and consistently set the time that would be great.
4 votes -
Option to set Merge Form Field behaviour as Single Line Text or Multi Lines Text
As default Merge Form Field displays text as Single Line Text and often text from a web form disappears if it's too long. They only way the text breaks lines is if it's linked to a Multi Lines Text Field from a web form.
Now with Fill Areas if I want to overlay text from a Keyword type index in workflow to a fill area that wasn't linked to Multi Lines Field it behaves as Single Line Text.
Could you give us an option to choose Fill Area behaviour (as a Single Line Text or Multi Lines Text), please?4 votes -
Multi Column Select Lists - Define which column is the stored value
In a multi-column select list, these are used as "Helpers" for the user to select a value from an SQL DB. If the user types the name from the first column, we want to provide five other columns to help them identify which one they want, things like address, active/inactive etc. I want to be able to allow them to select the one they want BUT only return or store when indexing the value in the 4th column, for Vendor ID and not the name they searched by in column 1.
In short - Would like to have definable columns…3 votes -
Ability to assign more than one Behavior per field in form designer
currently only one behavior is allowed to be assigned per field. The ability to assign multiple behaviors would allow a greater number of options for configuration.
3 votes -
add Office output from the Webforms
You can use Office documents in the Forms. But the output is always PDF. Please create option for Forms output to Word and Excel
3 votes -
allow a merge form to be created based on content of a form
I have several merge forms that may or may not be needed depending on the content of a form. For example I have 2 consent forms that are identical the only difference is the county. I would like to use 1 form and then have a checkbox for the county and it use the data from that checkbox to determine which merge form to complete.
3 votes -
Forms signature via DW/AD credentials for forms
Forms signature control that uses DocuWare/AD credentials to confirm the user. This is standard functionality in many eForms systems
3 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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