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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  1. Radio button in Workflow Manager

    To improve the ease of use, radio buttons should be implemented in the Workflow Manager. We have such buttons, we can create for example “yes” and “no” in one decision, and the user can just click once instead of open a select list and search for the correct value

    46 votes

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    Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  2. Memo field in Workflow Manager

    At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.

    33 votes

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    Added to Ideas Backlog  ·  5 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  3. Workflow Designer: Stamp customisation

    We would like the possibility to:
    1: Make the background of stamps flat and not transparent in the workflow designer.
    2: Have the possibility in the tasks to choose which indexes of the forms are displayed in the stamp.
    We generally used information fields that are useful for the user doing a task but are useless for the stamp itself and makes the document and stamp hardly readable.

    21 votes

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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add File connections and Local Data Connector connections to Workflow Engine (External Data)

    These ARE available in the on premise version and NOT in the cloud version. How are we to lookup cost centers and approver? Customers cannot maintain gigantic substitution rules they NEED data connections.

    21 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow Designer : Request for a new activity “Stamp”

    We would really use an activity “Stamp” which would allow us to insert stamp without using a Task (i.e. inserting the stamp automatically on the document). For instance we would use a Task in a loop until some specific variables as set, with condition, and we would like to add a stamp only when the loop finish but not each time the task is repeated.

    20 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    20 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

    Thank 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.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  7. Add the possibility to use webservices in workflow module with token and certificate authentication

    Add the possibility to use webservices in workflow module with token and certificate authentication. Today we can only call "open" webservices or webservices protected by user/password. But more and more webservices require token and/or certificate authentication. Can this option be added to the webservices component of the workflow designer?

    19 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  8. send a single notification to a specific time and show all documents as a "task list"

    by reminder or expiration date, send a single notification to a specific time and show all documents as a "task list", this because when working with many documents, is not friendly to receive many emails at once.

    additionally, there is no need to change the document task because reassign not imply skip the task

    16 votes

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    Added to Ideas Backlog  ·  2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add BCC and CC options to the email tasks in workflow designer

    Add BCC and CC options to the email tasks in workflow designer

    13 votes

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    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow entry of multiple field into a Keyword or User LIST global variable

    Currently adding a GET DATA lookup you can only add 1 entry to either a KEYWORD or USER LIST global variable.

    Example: USER LIST VARIABLE (APPROVERS) should be populated with two index fields (Field1, Field2)

    The only way of accomplishing this is creating 2 different GET DATA tasks

    12 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. Role list for Workflow Manager

    With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.

    If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
    1. Depending on the workflow one user need only a couple of roles in the list and not all.
    2. The Roles are also used for the authorization management. And these roles…

    12 votes

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    Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Workflow Designer: Assign a task to a role expect specific users

    We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.

    11 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Enterprise Server needs to allow for different Workflow Engine URL based on local web server.

    Customer has a main office location (A) and a secondary location (B). Each has there own DocuWare Workflow engine instance.

    When an email notification from the workflow engine on B is emailed it uses a URL for site A, site A also uses a URL for A.

    A needs workflow URL's for A
    B needs workflow URL's for B

    Cause: A & B are different domains and users of B do not have access to A through the company network.

    11 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    9 votes

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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  15. Visual improvements to Workflow Designer

    I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.

    8 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your contribution. We are now working on a new version of the Workflow Designer, which will bring a whole new user experience, so we set this wish to “Planned”.
    I’d like to point out that a couple of things are possible in the meantime, like reordering decision and now also reordering data assignments. Multiselect will come with the new version.
    In case of changing size and shape of the activities, we are not planning to do this currently.
    I’d be happy to learn why and how this would help you in your daily work.

  16. Allow to configure automatic stamps with blackground colour in Workflow Manager

    As you can not set an specific location for the automatic stamps in Workflow Manager, sometimes it can be stamped over the text of the document....if you can select a colour for the background of the stamp, at least you can see better the text included in the stamp

    7 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. Workflow Designer -> Assign Data -> Allow List Variables to be assigned more than once

    There are two ways I have found to assign list variables:
    1. from database query which returns multiple rows
    2. from multiple assignment statements without the "replace" box ticked.

    If 1. is not available, the only way to accomplish is to have a series of Assign Data activities, one per item in the list, since the List Variable is no longer available from the choices of variables to assign data, once it is used the first time.

    Creating a loop is also possible, and so far this is the best way I've found, along with using some <ugly> nested VBA…

    6 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  19. Development mode for Workflows

    It would be nice to have a switch that would enable/disable notifications of non-controllers for workflows. This would allow the notifications to be put in place during testing and then enabled en masse when rolling the workflow out.

    It would be even better if there was a way to redirect all notifications to the Controllers/Admins on a development workflow. That way the workflows can be confirmed as working, without spamming the end users before the workflow is ready.

    6 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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