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. 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 →
  2. 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 →
  3. Task List: Assign a certain result list per task, per workflow, for workflow controllers.

    Result lists are useful. Having multiple result lists is a necessary feature which exists for good reason. However, all users of all task lists have the same result list configuration. Whichever result list is picked as "Default" is used for every task list system-wide.

    Example: Accounting users (especially workflow controllers) should be able to have different options available compared to approvers.

    This also goes for the "edit index entries" dialog of the result list. Even if an approver has (and needs) permissions to edit certain fields for workflow tasks, we do not want to present this as an option when…

    5 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    5 votes

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

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    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

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    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

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

    4 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    4 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    3 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    3 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    2 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. Be able to change the activities and variables colour within the workflow.

    Be able to change the activities and variables colour within the workflow instead of it always being blue.

    2 votes

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  19. ValidateID Signature - Collect Reason for Signature Rejection

    Currently although the reason for refusal is requested when not signing a document, then this value is not available for use anywhere. ValidateID does have this option available (Signers.RejectionReason from "Operation Get Document Information"). It would be very useful to implement the option to collect this information as otherwise you have to go and ask the person who has refused to sign the document to find out the reason for the rejection.

    (NOTE: Related to Workflow Designer, WebService, ValidateID Integration on DocuWare)

    2 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. Assign to Role and Variable

    Allow the ability to assign to a pre defined role and also to a variable.

    Within the workflow I have a role variable which is defined by the path of the workflow.

    I would like to assign the task to the ROLE and VARIABLE for approval but can only do one or the other.

    2 votes

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