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. 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.

    2 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    2 votes

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow Designer : Request for a new activity “Clip document”

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

    2 votes

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  5. Add notes on workflow designer

    It would be helpfull to be able to create personal notes in workflow designer. For example : I can note the last modification, leave a not on the WF for someone else...

    2 votes

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  6. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    2 votes

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  12. 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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  13. 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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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Stamp the document as an automatic activity

    This would be awesome. Many workflows and approval processes are automated and auto-approved if for example 1+1 = 2. However theres no way to see any indicator of this process on the document itself. If we could place a stamp on the document as an activity (not user task), this would be very helpful.

    1 vote

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

    1 vote

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  17. On Change Event

    I suggest adding an "on change" event to dialogs in the workflow designer.

    We have a workflow where users need to match credit card statement line items to invoices/receipts. When the user selects an invoice vendor and invoice number, I want to show more detail about the invoice in real time so the user can be sure they selected the correct one.

    For example, the user selects vendor "Microsoft" from the first input box, and they select invoice number "1234" from the second input box (which has been filtered based on the selection of "Microsoft" above). When that second input…

    1 vote

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  18. stamps

    Add option to display first and last name to stamp. Some of our usernames are generic for example Warehouseclerk01. Yet the First and last Name are assigned to a person Jon Doe. This would be nice to show on the stamp instead of user name.

    1 vote

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  19. Web Service Integration Improvements

    DocuWare doesnt have the same abilities as SoapUI to process data from web services. See below

    Docuware can’t process sub child XML elements and self-closing tag as a parameter.

    SoupUI can process all standard data types while Docuware can accept Integer and Decimal but seems to inconsistently be able to access some string parameters

    Some context objects in SoapUI aren't able to be interacted with in DocuWare because the data types aren't standard (string, decimal etc).

    1 vote

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  20. (Workflow designer) Wants to get the numeric column of a table field as an entry in Data assignment.

    We want to assign the table field index data to a global variable. Currently we can get the text type of the Table field as expected, but the number type does not appear as a candidate for entry.

    We have to get the number type value of Table field as well.

    1 vote

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