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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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6 results found

  1. 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 →
  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. 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 →
  4. Autoindex filter < or >

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

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
  5. Autoindex Keyword field HasChanged option

    We are missing has changed condition for keyword fields and have to create worklows for what autoindex could have been used

    Best regards

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
  6. Allow writing into table fields via Autoindex or Workflow 'assign data' step.

    There should be the option to write into specific table field columns either within the Autoindex module or the assign data step within the workflow designer.

    The use can for this is an end user would like to assign the same GL codes and amounts for recurring invoices. Instead of having to type out this information each time a "standard" invoice comes through, they would select an identifying option which would then kick off an Autoindex job or Workflow. From there we would assign the fixed GL data.

    This would save the customer time as they would not have to…

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
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