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. It is requested to reactivate electronic signatures in version 6.8

    It is requested to reactivate electronic signatures in version 6.8

    11 votes
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    2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create Sectional Header in Store Dialog

    If the store dialog has many fields 50+, it would be useful to the end-user to have it in sections with sectional headers

    10 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Merge and Web Form

    We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.

    10 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. Group elements in DocuWare Forms and an "add button" to dynamically "create" fields

    Imagine that Im a technician and require spare parts to fix something... I would need a document with some certain information which would repeat n number of times, i.e. Part Number, Description, Qty... there won't be a fixed number of fields that i have to fill each time I need spare parts.

    The group elements function would allow to wrap PartNumber, Description and Qty to be treated as one, so with the Add button you could add another group of those fields as on requirements

    10 votes
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    Added to Ideas Backlog  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make improvements to Email Notification

    Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
    1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
    2. Create an ability for a notification to change a field after execution. This will allow users…

    10 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.

  6. Create forms with a organization template

    like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.

    9 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add dialog checking to the Integrity Check tool

    The integrity check tool does not scrutinize dialogs for things like duplicate fields, or fields that don't exist in the file cabinet. These problems can happen if there is a database timeout when adding or deleting a field in a file cabinet. When it happens, the only way to repair it is manually inspect the settings column for each dialog in the database.

    9 votes
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    1 comment  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. File Cabinet Creation - Allow the order of fields to be carried over to all dialogs

    The most annoying part about setting up a file cabinet is sorting the fields in each of the dialogs. It would be nice if I could check a box that would take the sorting of the store dialog and transfer it to the Storage, Results List, and Info Dialog. This would knock off at least 10-20 minutes from every cabinet build.

    9 votes
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    2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  9. Reporting Tool Requirement for Workflow Manager

    Reporting tool requirement for Workflow Manager 6.1 onwards. For an expensive module it is essential a reporting tool is available to extract data. One of our clients have an requirement to audit how long orders are processed in the workflow to assess how long contract can be completed which carries penalties

    9 votes
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    Not currently planned  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    8 votes
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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. Visual improvements to Workflow Designer

    I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.

    8 votes
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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Improve Administration Tool

    Improve the administration tool. First by consolidating all of the different tools and utilities required to administrate Docuware. Create this new Administration tool to where you can do your administration in 1 spot and not in 3 spots on 1 utility and 1 spot on another. 1 location for 1 setting. Inhance the security setting, GROUP,ROLE,PROFILE. TOO MUCH.

    8 votes
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    Added to Ideas Backlog  ·  2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  13. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    7 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Docuware forms should have a table field that indexes a table index field

    In docuware 7.1 there is a new index field type of table. This is great except it isn't all that useful without being able to automatically enter data into the table. Our purchase order requests for example have to index a quantity, price, description, and 2 accounting codes for each line item. So currently, I have a spreadsheet that I print into docuware with a print configuration and it indexes each of those items so it can be used to import into our accounting system. I can't index the table items with the print configuration. According to your documentation page…

    7 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. Forms: Select List of Users should not show deactivated Users

    We're using a dropdown on forms for the user to select their username. Unfortunately, the list shows EVERY user that has ever been created, even though several are deactivated. DocuWare should provide the means to only show Activated users.

    7 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. Multi column select list filtered by hided fields

    I set a multicolumn select list to a field and added a filter to another field that has a fixed value.
    it would be nice if, hiding the fixed field, the filter continued to work.

    7 votes
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    0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  17. Reverse rule

    When configuring access rights for users, it would be beneficial with a "reverse rule" where you can reverse the filter. If a document type filter is set, the button "reverse rule" tells if the user should be able see only the type defined, or all other types.

    7 votes
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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  18. Date/time for forms

    It would be nice to have a Date/Time form ability instead of simply just Date. This would work great for forms used for meeting scheduling

    7 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sub-Table Column

    Add a Table-Field where you could fill in accounting relevant data eg. a costcentre column, amount column etc.
    This field should work like the keyword column only with more (definable) subcolumns.
    It would be useful for ad-hoc workflows that are costcentre dependable.

    7 votes
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    Added to Ideas Backlog  ·  0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    7 votes
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    Not currently planned  ·  0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
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