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. Separate the Workflow designer from the activities that are covered by the workflow.

    When there a high number of active instances, the Workflow Designer times out without loading the details in the bottom of the screen and we cannot access the workflow itself.

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  2. face-to-face signature with DocuSign

    In validateID you have the face-to-face signature integrated on the tablet, but we need the "embedded signing" method to be programmed in the DocuSign API for face-to-face signature, now it only allows remote signatures.

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  3. 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.

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  4. 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…

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  5. 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.

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  6. 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).

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  7. (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.

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  8. Workflow Validation Error message customizable

    When creating a validation within a task in the Workflow Designer, one can only write a fixed error message. It would be way more user-friendly if this message was customizable just the same way as workflow fields are, e.g. a description field.
    This would allow inclusion of global variables and index data in the error message, providing great flexibility and a way to point the user to their error more specifically.

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  9. Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

    Hi, how can I create a leave form condition that delivers the form to the appropriate Head of department.

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  10. Workflow Designer - Add option to 'Cancel' if Error exits not connect

    When Publishing a Workflow and forget to connect an Error exit, warning is displayed only with 'Publish' button (see attached).

    It'd be useful to have a 'Cancel' button as well to return to Workflow and connect the missing exit instead of being forced to publish incomplete Workflow.

    Thanks!

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  11. Add integration link functionality into Workflow notifications

    I would love to be able to generate dynamic DW Integration links in Workflow (based on index data and/or global vars). My main use case would be to use one or more links in a notification.

    Currently just getting an integration link requires a web service. (Web services are typically not trivial for our cloud customers.)

    And then, having a URLEncoded link, it is plopped as-is into the text of the notification which is really quite ugly.

    Please consider integrating integration links in workflow.

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  12. Let DocuWare write into external database

    Since we are already giving DocuWare access to our external databases so it can read the data, why don't you guys let us insert values into those external databases using DocuWare information?
    We are currently trying to develop this into our organization but it's giving us a hard time.

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  13. Email Notification Link via Workflow

    Currently Workflow Designer does not allow you to generate the link name from variables with in DW only so the only option is to hardcode it.

    It would be nice to be able to use the filename and a date as the link in the email being received by end users. It gives more meaning that hard coding the word document and then followed by variables

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  14. WF Steps as templates

    Once I've created a WF step, ex., Task or Assign to, etc., I'd like to copy it and use it as a template for use in later steps in the overall WF. Please add this feature.

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  15. Toggle WF steps active or inactive

    If I unconnect and bypass an existing step (Task or Condition, etc.) I currently have to completely erase the step before continuing and testing the WF. Then I have to completely re-key the step and it's parameters and logic to get back to the previous process. Please provide a switch on all modules to enable or simply bypass.

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  16. Workflow designer

    En el area de pruebas del Workflow manager, cuando hacemos referencia a variables en una lista de seleccion, aparece el string de codigo de bloque de selección, en vez de aparecer el valor seleccionado.

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  17. reoccuring

    I would like to be able to define a notification that would reoccur. For example when a document is on hold my users want to be reminded daily.

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  18. Edit buttons for active workflow tasks

    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

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    Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.

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