Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
16 results found
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Radio button in Workflow Manager
To improve the ease of use, radio buttons should be implemented in the Workflow Manager. We have such buttons, we can create for example “yes” and “no” in one decision, and the user can just click once instead of open a select list and search for the correct value
70 votes -
Memo field in Workflow Manager
At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.
47 votes -
send a single notification to a specific time and show all documents as a "task list"
by reminder or expiration date, send a single notification to a specific time and show all documents as a "task list", this because when working with many documents, is not friendly to receive many emails at once.
additionally, there is no need to change the document task because reassign not imply skip the task
19 votes -
Function to lock a fillable PDF in the workflow to prevent further modification
The overall process surrounding the question is a PO Form, which I’ve created in DocuWare. That form triggers an Approval workflow. In the workflow I also add line totals, overall total and the name of the final approver onto the fillable PDF document. Once the document is approved, the workflow sends the PO to the supplier. The problem is that at this moment the order is still fillable… I need that document to be a non-fillable PDF… Problem is that I can’t create the non-fillable PDF with the form as I then can’t add the line totals etc. to the…
18 votesThank you for your idea. We added it 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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Add BCC and CC options to the email tasks in workflow designer
Add BCC and CC options to the email tasks in workflow designer
17 votesThank you for your idea. We added it 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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Role list for Workflow Manager
With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.
If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
1. Depending on the workflow one user need only a couple of roles in the list and not all.
2. The Roles are also used for the authorization management. And these roles…15 votes -
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…
10 votesThank you for your idea. We added it 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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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.
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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
5 votesThank you for your idea. We added it 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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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 -
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 votesThank you for your idea. With the next generation of our Workflow Designer we will take care this goes far easier for you.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
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 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure to bring more color in your life.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
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 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure this works far better. 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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Change notes for new workflow instances
Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance
3 votes -
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 votesThank you for your idea. With the next generation of our Workflow Designer we are going to make this possible. 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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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..
1 votePart 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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