Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Allow read-only fields on forms

    Allow read-only fields on forms, sometimes it is required to show some values ​​as informative field

    7 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automate workflow tasks

    Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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…

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  7. allow list-type Role variables to be used as select lists in tasks

    When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Operations with Dates

    i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. 5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Analytics button to show the workflow status/history in a single dashboard

    (Suggestion by Maurício Dias, Partner DocuWare Corp.):
    In my opinion, By far there should be a button at the user panel of our Docuware Workflow solution that could show the workflow or all the workflows status/history in a single dashboard, with 1 or 2 Graphics presented in a new window of the browser ... Analytics (no matter how simple they are) are KPIs, which take decision markers to decide for one tool or another when deciding to choosing a document workflow software.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow Designer - Add Attachment as task completion option

    Create an option for attachment of documents to existing workflow manager for completion of task and have the document staple to the current file. Ex; Attach a shipping document to a PO for verification.

    Currently the option to clip documents to it and moving the workflow is an option, but am having it requested that an attachment HAS to be placed before proceeding.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Workflow Designer -> Assign Data -> Allow Reordering assignment statements

    Because of scenarios like a changing workflow definition or project scope, or simply thinking of a new approach to a workflow can disrupt assignment dependencies. Once that happens, then delete all of the subsequent dependent assignments.

    It's basically not being able to insert a line in your code. Just delete everything that follows the insertion point, then do the work over again.

    Ability to Reorder assignment statements within an Assign Data task can fix this.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  15. Fixed location option for workflow stamps

    We have need to have approval stamps located in a particular location on the documents in the workflow. Being able to set a static location for a particular workflow task stamp would be nice.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  16. Rename an already used global variable within a workflow

    When you are using a complex workflow you sometimes realize that the given name to a global variable is not appropriate
    It is a REAL PAIN to delete this variable in every task or create a new variable and replace the old one everywhere.

    So I suggest to add the ability to modify the name of a variable, even if it is already used within the workflow

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to Flatten Fillable PDF after Workflow Completes

    Right now my client submits a merge form which a workflow then populates with additional data. The problem is that they want these documents to be read-only after the workflow is finished -- that way they can use "Send" to email read-only PDFs directly out of DocuWare. Right now they have to use an external program like "Microsoft Print to PDF" to generate a read-only PDF, then manually drag it into their email client.

    The best option would be to have a "flatten PDF" node in workflow that makes the PDF read-only. That way I can put that at the…

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow the opening of file URIs in the workflow manager

    We can create links on a form to open a web capable application (http://...) but not a file link (file:///.....)

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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…

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base