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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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403 results found

  1. change the order of fields in the list view when you put you mouse over the table field.

    if you have a list with a table field . you can then put you mouse over the field and see the first lines of the table field..
    But the order of the fields seems to be the order that the fields where created in .. it would be great also to change this order..

    1 vote

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  2. When using prefill in a table field in workflow..

    if there are default values set on fields in the table field in a workflow.
    Then if you prefill and ypu have specified not to refill that specific field.
    then the default values are not put into the field.. its just empty..

    1 vote

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  3. Make merged multiple select lists possible in workflow task

    In a store dialog, it is possible to merge multiple selectlists into one field by selecting multiple selectlists. Please make this also possible in a workflow task field

    1 vote

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  4. Possibilty to check user existence in workflow

    Make it possible to check the existence of an user in DocuWare in a workflow. An that way a workflow can assign a task to a user, or otherwise send an email to an external user for example, and ask them to fill in a form.

    1 vote

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  5. To add the ability to apply two different processing configurations to the same file.

    For example the first step is to separate into expedients and then, the resulting files will be separated into types of documents.
    It is importante when the user wants to scan variuos expedients at the same time without using patch codes

    1 vote

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  6. Allow importation of preconfigured cloud solutions into on-premises systems

    Preconfigured solutions is a very good tool. But it is now impossible to import a cloud solution into an on-premises system.

    1 vote

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  7. 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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  8. Allow special characters to be entered in Notification configurations (among others)

    Allow special characters to be entered in Notification configurations (among others) and warn that entering special characters can lead to unexpected behavior.

    1 vote

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  9. Allow folders and lists to be based on the same setup as normal searches

    Please can you allow folders and lists to be controlled in the same way as normal searches - for example being able to remove the ability to edit without checking a document out first (currently, you have to remember to check it out and back in again when you upload a document to stop this) or allow the search to exclude files based on a field value such as retired documents.

    1 vote

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  10. 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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  11. Store dialog - Field prefill with empy text

    Hello,

    We have a problem when storing documents when documents are copied from filecabinet to basket and than stored.

    Docuware stores index entries event if fields are not on Store dialog.
    Prefiling with empty would clear unwanted index fields.

    Best regards

    1 vote

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  12. Cross posting from the Client forum for a customizable web/link/macro button

    Posted to the client forum, but also asking here has anyone attempted to put a customizable web/link/macro button into the Docuware interface? This is for on-premise.
    This would be a button bar or availability that could allow for simple customization. The specific request is a button to enter a hyperlink to an external application. All they really want is exactly that. No other integration, just open an application, and at this point not even a sub windows inside DW.

    1 vote

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  13. One-Time Scheduling Option

    On any job that includes a schedule option ... allow for a selection that would do a one-time only execution of the job.

    For example I have a use case where I want to schedule a transfer job for my migration from on-premise to the cloud to happen overnight ... I'm not always available to manually kick off overnight jobs and putting them on a "fake" schedule is a less than ideal solution (I don't want to run the risk of duplicating data if I forget to disable the schedule in time). I have 8 years of data to move…

    1 vote

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  14. 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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  15. (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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  16. Stamp Date without Index Field assignment

    Stamps were more or less recently moved to the Configuration page.
    However, not the entire functionality was moved.
    In 7.3 stamping dates onto a document has weird behavior:

    1. If you want a user input field to be a date picker field, the only way to do that is to link it to an index field. If you want to just have a date stamped onto the document, but not have it in an index field you are out of luck - you can only create text fields without linking to an index field.

    2. If you want a stamp to empty…

    1 vote

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  17. See an status bar for Fulltext tasks

    I think will be great if in DocuWare cloud we could have the way to see the status of fulltext tasks, like how many documents are indexed and how many are missing for being indexed. Sometimes we have had to reset fulltext index for some file cabinets due to some problems with full text but we don't know when this process will finish and also we don't know if something will fail.

    1 vote

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    1 comment  ·  File Cabinet  ·  Admin →
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  18. Adding an attribute to the user dictionary

    Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
    Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.

    1 vote

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  19. 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.

    1 vote

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  20. Daily/Weekly/Monthly export of Lists or Workflows

    Would like the ability to automatically send Lists or Workflows detail in CSV format to users/roles Daily/Weekly/Monthly.

    1 vote

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