Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
35 results found
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export a workflow
Export a workflow and import in a different docuware system.
Usefull for support and mantenance and also for business sales.144 votesThank you for your contribution. Your idea is available with version 7.4.
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Multi Column Select List in Workflow Manager
The new Multi Column Select Lists in 6.9 are nice. However you can not use them in the Workflow Manager. This should be available within workflow manager.
55 votesThank you for your contribution.
Your idea is available with version 7.2. -
Copy a worfklow from a File Cabinet to another
We are working with several File Cabinets, with very common and complex workflows in the Workflow Designer. Moreover, we use DocuWare in different environments (development, test and production).
We would really like the possibility to copy a workflow from a file cabinet to another, and/or the possibility to export and import workflows between servers.
Our solution currently is to copy each activities of a workflow one by one to another workflow.37 votesThank you for your contribution. Your idea is available with version 7.4.
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Stamps and annotations in notifications Workflow Manager
It would be an interesting idea to add the possibility to send documents with stamps and annotations attached in a task using email notifications.
Now You only can attach the original documents on workflow tasks..28 votesThank you for your contribution. Your idea is available with version 7.3.
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Workflow Designer: Stamp customisation
We would like the possibility to:
1: Make the background of stamps flat and not transparent in the workflow designer.
2: Have the possibility in the tasks to choose which indexes of the forms are displayed in the stamp.
We generally used information fields that are useful for the user doing a task but are useless for the stamp itself and makes the document and stamp hardly readable.24 votesThank you for your contribution. Your idea is available with version 7.2.
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Add File connections and Local Data Connector connections to Workflow Engine (External Data)
These ARE available in the on premise version and NOT in the cloud version. How are we to lookup cost centers and approver? Customers cannot maintain gigantic substitution rules they NEED data connections.
23 votesLocal Data Connections are supported in Workflow
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Ability to disable Reassigning Tasks
Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.
22 votes -
Allow entry of multiple field into a Keyword or User LIST global variable
Currently adding a GET DATA lookup you can only add 1 entry to either a KEYWORD or USER LIST global variable.
Example: USER LIST VARIABLE (APPROVERS) should be populated with two index fields (Field1, Field2)
The only way of accomplishing this is creating 2 different GET DATA tasks
12 votes -
Allow to create custom scripts in the workflow designers
It would be helpfull if in the workflow activity we had a special activity called "Script".
We should be able to write a custom DLL and call this DLL in the workflow.This dll could be written in VB.NET or C#, have access to the GAPI.
In this custom script, we should be able to :
- Retrieve (and modify) data index from the document
- Retirieve (and modify) data index from the workflow instance
- Export data (eg : export XML readable by an accounting software)
- Send emails
- Dynamically populate user(s) for next activityIn this way…
11 votes -
Populate E-Mail receiver dynamically
It would be helpful if you can populate the e-mail receiver dynamically e.g. as content of an index-field or a workflow variable.
9 votesThis will become available with 6.7!
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Workflow Designer -> Assign Data -> Allow List Variables to be assigned more than once
There are two ways I have found to assign list variables:
1. from database query which returns multiple rows
2. from multiple assignment statements without the "replace" box ticked.If 1. is not available, the only way to accomplish is to have a series of Assign Data activities, one per item in the list, since the List Variable is no longer available from the choices of variables to assign data, once it is used the first time.
Creating a loop is also possible, and so far this is the best way I've found, along with using some <ugly> nested VBA…
7 votes -
Allow read-only fields on forms
Allow read-only fields on forms, sometimes it is required to show some values as informative field
7 votes -
Allow webservice activity to access its own platform via REST
Allow the Webservice activity to access the DW platform via REST API. From what I can see, you can already authenticate, and assign the status (200) to a GV. We will need to assign the cookie or token from authentication to a variable we can use in any further calls request header. This would make the workflow designer/manager a very powerful tool.
6 votesThank you for your contribution. Your idea is available with version 7.9.
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Workflow Designer -> Assign Data -> Allow Reordering assignment statements
Because of scenarios like a changing workflow definition or project scope, or simply thinking of a new approach to a workflow can disrupt assignment dependencies. Once that happens, then delete all of the subsequent dependent assignments.
It's basically not being able to insert a line in your code. Just delete everything that follows the insertion point, then do the work over again.
Ability to Reorder assignment statements within an Assign Data task can fix this.
5 votesThank you for your contribution. Your idea is available with version 7.4.
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Operations with Dates
i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc
5 votesThis use case has been made possible years ago by applying scheduled workflow triggers rather than event triggers.
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Would like a module in workflow designer that could run a loop.
Example for Monthly reoccurring invoices.
5 votesAlso in the meantime, one could configure this with a scheduled trigger,
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Full keyword support in Workflow Manager
It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.
5 votesThank you
for your contribution. Your idea is available with version 6.9. See http://help.docuware.com/en/#b57865t62325n70184 and http://help.docuware.com/en/#b57865t62821n70140 -
Rename an already used global variable within a workflow
When you are using a complex workflow you sometimes realize that the given name to a global variable is not appropriate
It is a REAL PAIN to delete this variable in every task or create a new variable and replace the old one everywhere.So I suggest to add the ability to modify the name of a variable, even if it is already used within the workflow
4 votesThank you for your contribution. Your idea is available with version 7.4.
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Allow on Workflow Designer to customize calendars (working hours)
Different companies has different working hours, in this moment is impossible customize this schedule for due date or recordatories.
4 votesThis is available with version 6.6
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Change File Cabinet in WorkFlow
Create a Workflow in Workflow Designer.
After copying the Workflow, change the File Cabinet.This would allow creation of Workflow outside production Cabinet and then remove re-create error when adding to production Cabinet.
3 votesThank you for your contribution. Your idea is available with version 7.4 if you use the new export function.
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