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. 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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  2. 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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  3. 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.

    2 votes

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  4. 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.

    2 votes

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  5. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  6. Update all triggers to use a condition for DOES NOT CONTAIN

    In the Trigger conditions for Workflow Manager, Autoindex, Transfer etc, there should be a way to use a DOES NOT CONTAIN statement to allow for increased flexibility when setting up triggers

    2 votes

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  7. 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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  8. 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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  9. 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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  10. allow workflow version comment

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

    2 votes

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  11. 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

    2 votes

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  12. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    2 votes

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  13. Parrallel conditions

    Amount of activity outputs depends on number of conditions.
    If condition A is fulfilled a certain route is taken etc etc.

    For example. If 10 Document Types needs different actions it would promote efficiency. One does not have to do 10 different condition activities nor do you have to build 10 different workflows.

    2 votes

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  14. 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

    2 votes

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  15. 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.

    2 votes

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  16. 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

    2 votes

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  17. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    2 votes

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  18. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    2 votes

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

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  19. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    1 vote

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  20. 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)

    1 vote

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