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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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93 results found

  1. 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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  2. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes

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  3. 4 votes

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  4. allow workflow version comment

    Useful to remember the design process and / or if you're working at several person on the same workflow.

    4 votes

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  5. 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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  6. The Workflow Designer is in need of much assistance.

    In Visio, object connection points can be all around an object Also connection labels can be dragged to any position along the line by the user.

    It appears that the Workflow Designed only has 4 connection points in each corner. Also the tags for each connector will automatically position themselves, but not always ideally. The effect is that lines and the labels will realign themselves willy nilly each time ANYTHING is relocated. This is EXTREMELY UNDESIRABLE!!!!! I spent more time today dicking around with positions and connecting lines, which have a mind of their own by the way, and not…

    4 votes

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  7. 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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  8. 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:///.....)

    4 votes

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  9. New 'Add attachments' Dialog to DW WF Designer

    I am currently working on a project in which we are essentially building a ticketing system within DW for our IT team, this system will work similarly to Jira. I am near the end of this build, and an area where I believe the WF designer can improve would be, if we had the ability to drag/attach files in a WF task setting. Ultimately when a user would get a task sent to them, in one of the dialog the user will be able to to drag and/or paste (ctrl+v) an image or file, and press 'Confirm'. Once the task…

    3 votes

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  10. Include the ability to access a particular Branding configuration in a DocuSign workflow

    In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.

    3 votes

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  11. Parallels tasks

    Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
    We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?

    3 votes

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  12. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    3 votes

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  13. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    3 votes

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  14. 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.

    3 votes

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  15. 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)

    3 votes

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  16. 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.

    3 votes

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  17. Automatic csv export for index in workflow manager

    In the standard DocuWare function, there is a manual csv export on web client as the current method of csv export.

    Many customers want to link CSV data to the ERP system, so they want to do this automatically instead of manually. In order to do it automatically, it is necessary to access the web service built on each customer by using the web service of workflow manager. (Programming required)

    I would like to add an activity for csv export to the workflow manager to easily achieve this.

    3 votes

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  18. Step by steps on how to create workflow designer

    It will be nice if we can have steps by step guide on how to create a workflow designer

    3 votes

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  19. allow us to use different fonts or text colours

    This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.

    Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.

    3 votes

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  20. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes

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