Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
402 results found
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Save uploads from Forms with different index entries
If you use multiple upload blocks in a WebForm they all get the same index entries. For example a upload block for letters. and a different block for Copy ID. ANd a third block for a contract.
all attachments have the same index entries. Please create an option to assign diffent docment types per upload block1 vote -
Sync Transfered Documents
When using Transfer Rules, it's great, but having the posibility to SYNC the index fields of the transfered documents would be ideal.
I understand this can make sense in some cases, but not all, so the Transfer Rule should have the Option, but not mandatory.
1 vote -
Automatic Result List
It would be great to assing an Automatic Result Lists, that would show only the columns where fields are not empty.
1 vote -
Add ability to add multiple document trays to user permissions
In the User Administration, you can add groups, roles, functional profiles, dialogs and stamps, but not document trays. It would be easier to set up new users by adding the document trays to the user instead of the user to each and every document tray.
1 vote -
Ability to reassign users to a workflow task on the fly.
There are times when it would be nice if users could be reassigned to a workflow task on demand. Sometimes there can be heavy workloads on a given task so the ability to add additional resources to the task would be helpful.
1 vote -
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.
1 vote -
Add keyword and table fields to document proccesing
When you are creating a new document template, sometimes you need to capture a list and the only option available is adding text fields line by line to a keyword field. This takes time to do it and sometimes the webpage times out. We need an option that allows you to grab the text from an entire colum and split it line by line so you can turn it into a keyword field.
1 vote -
unused variable
Hello,
In variable list (WF designer), it would be great to have a way to see if a variable is unused in WF.1 vote -
Fill dropdown by a Webservice
Allow to connect a select list (dropdown) with a webservice and not only with a database table or view.
1 vote -
Add an option per user to be able to have "Keep Entries" ticked by default on the Store options
At the moment, "Keep Entries" is unticked by default and it is not possible to select for this to be ticked by default instead. A simple change, but would help our users out.
1 vote -
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!
1 vote -
Add an option to see roles and selection lists that are used in workflow
when we set up DocuWare, we are sometimes forced to use roles and selection lists only for Worfklows. it would be good to see when these are used in the workflows in the web configuration
1 vote -
Automatically select an item in a drop down list if it's the only one.
If a select list is narrowed down to only one remaining option by the other field(s) that it's filtered by, we need an option to automatically select this item. Why do users need to perform 2 additional mouse clicks or several keystrokes to accomplish this?
1 vote -
Remember the last view settings
Please save the last view settings for users, and not choose the default every single time we access screens like forms, document processing, file cabinets, indexing etc... its a simple tweak that could save millions of clics!
1 vote -
Always show ALL fields of a dialog in the document processing module
Abitily to index fields in the document processing module, even if the store dialog chosen has them hidden. This works perfectly like this when indexing forms.
1 vote -
Dynamic Result Dialogs
Abitily to have a Result Dialog or another, BASED ON RULES. This would display the necessary metadata for different document types. Contracts, Invoices...
1 vote -
Assign Result dialogs to LIST DIALOGS
Abitily to ASSIGN a specific result list to a LIST DIALOG to show the results instead of customizing every single time
1 vote -
Add a logout button for internal forms.
When a user opens a form on their mobile they are asked to login but from then on if they do not clear their cookies they are automatically logged in. I would like the option to add a log out button in order to close the session.
this way by forcing a login we can do 2 things one secure the form when on a mobile, and two we can pre-fill the username from the login in a required field which can then be used in DW to generate workflows once it is in the cabinet. It also facilitates the…
1 vote -
Add a control to manage the 'Name' column in the folder view
In the Folder view there is a 'Name' column which is populated with the file name of the document that's been stored.
This 'Name' field isn't listed in the filing cabinet as a database field and you can't seem to be able to hide it or control it in any way.
Could this be added to the index values as a database field so it can be controlled and maybe utilised in some way, or potentially changed or set when storing documents either via an API call or manually.1 vote -
SmartConnect Dual Monitor Engine - Target Window Functionality
While using SmartSearch within SmartConnect (via button, readout area, and anchor), it would be helpful if DocuWare could recognize the targeted window, and not rely on anchor data to correctly read out a certain index value.
This would allow centralized buttons and remove the need for DocuWare to render buttons which may slow down one's system, or even spawn rouge buttons.
1 vote
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