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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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87 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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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 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 →
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  4. 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 →
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  5. 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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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 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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  7. Allow to use stamp at decision level and not task level

    It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another

    For example : If i validate an invoice, stamp is placed
    If i use the decision : request info is used, there is no need to place any stamp on the invoice.

    Options are currently very limited regarding task stamps

    Thank you.

    6 votes

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  8. 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

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Workflow version should be a workflow system variable

    Workflow version should be a workflow system variable so you can assign it to an index

    5 votes

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  10. 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.

    5 votes

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  11. allow for notifications to be sent on a timer as a group, rather than being sent individually

    Every time a document gets assigned to a user a notification is sent to the user. Some users can end up getting hundreds of email notifications daily. Would be great if the notifications could be held and sent on a timer as a single email.

    5 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…

    5 votes

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  13. 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

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    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Allow specifying of reply to in email actions

    In the workflow designer when you use an Email Action, you should be able to specify a reply to address.

    4 votes

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  15. Allow a standard attachment to add to a workflow

    I want to use a public form for a lead to register and download an e-book. I want to do that by asking a lead to fill in a form after which I send the e-book via e-mail (after which I send the lead to an ccountmanager to follow-up. It would be great if I had the possibility of attaching an attachment of choice to a workflow generated e-mail.

    4 votes

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  16. Make Workflow Designer easier to keep tidy with multi-select

    Make Workflow Designer easier to keep tidy, like Process Planner is.

    I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.

    Multi-select would help quite a bit here

    4 votes

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  17. Add ability to invoke another workflow from a current workflow

    Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.

    4 votes

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  18. Workflow Designer : Request for a new activity “Clip document”

    New activity type in workflow designer that require to clip documents to complete the task.

    4 votes

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  19. Comments section in the workflow

    Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing

    4 votes

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  20. 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

    4 votes

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