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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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468 results found

  1. Allow storageRobot to store "red" or "yellow" intelligent indexing suggestions

    A customer has expressed interest in automatically storing documents with "red" or "yellow" intelligent indexing suggestions via storageRobot.

    2 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  2. Delete multiple groups/roles from UI at once

    There are cases where an organization may have many groups that they need to delete. Right now, the only way to delete from within DocuWare (including via the API) is to delete each group one-by-one. An option to bulk delete groups using user-specified criteria would save a lot of time.

    2 votes

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  3. Validation of “changes” in index dialogs via a validation service, such as with DocuWare 6

    Unfortunately, with DocuWare 7.xx it is still not possible to validate changes made in index dialogs using a validation service, as only the changed data is reported to the service, not the index data that was in the index dialog before the change. The validation service cannot therefore react to index changes in certain fields, but can only analyze the new data to be written.
    If, for example, you want to write a validation that only allows a document status to be changed to the value "paid" if the status was previously "approved", this is not possible, as the service…

    2 votes

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  4. Allow using a PDF as a public-facing form

    Sometimes, customers want to use the formatting from an externally created form for users to input data into DocuWare, especially if the form is being transferred from print or another web form service. Using an already created PDF, and creating fillable sections similar to what currently exists in the Merge Form menus could help.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Allow Sorting when pulling data to tablefield

    When pulling rows into a table field using the adopt all rows in a fixed order, you should be able to set an order using an order by clause in the sql statement. Examples includes po lines items where you should be able to pull in the details order by the po line number.

    2 votes

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  6. Increasing Automatic Intelligent Index fields

    To be able to increase the amount of index that can be automatically indexed when configuring the Intelligent indexing fields. We have a use case where we need 260 index fields but are only able to auto index 14 custom text fields. So wouldn't it be better to be able to increase this amount.

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  7. Arithmetic Expression Table Column aggregation

    In DW Version 7.10, only Sum(), Count() and Avg() are supported for aggregation of table field columns.
    For me, that is currently sufficient. However, in several cases I need to create a Sum of the absolute values in a column, but Math.Abs() is only supported for single values and not for a column.

    Example:
    ColumnAmount:
    10,00
    -3,00

    Sum(ColumnAmount) now returns 7. However, the result I need is 13.

    Please provide Math.Abs() and/or similar functions for table column aggregation.

    2 votes

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  8. Allow Internal Signee to sign before external Signee in Electronic Signature PreConfigured Solution

    Currently, the configurations in the Electronic Signature PreConfigured Solution does allow for an internal signee to sign by using a second envelope, but the option for the internal signee to go before the external is currently not offered. If there exists an option for the internal signee to sign at all, can the solution be amended to allow the internal signee to sign first?

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. automatically retrieve File Cabinet GUIDs automatically

    We need to be able to retrieve the GUID of a file cabinet thanks to its name to use it after in a webservice call, so th guid of te file cabinet won t be coded per cloud

    2 votes

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  10. General email - ability to choose the document tray to send mail in error

    General email - ability to choose the document tray to send mail in error so they won't only be sent to the defaut document tray of the admin

    2 votes

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  11. Automatic identification import job failed to selected inbox

    Use 1 named account for DocuWare Desktop Connection in file server. Got different projects using automatic identification document processing import job, when failed, it will transfer to this 1 named account default inbox.
    Which is undesirable when different group of people involve different projects.

    Should have an option to choose which inbox whenever automatic identification failed.

    2 votes

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  12. To create a way that a e-form can be automatically populated with data from an external source

    A way that a e-form can be populated with data from a external data source automatically by inserting only one value in a field or dropdown and then populate all other fields with the rest of the data and then automatically submitting the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Ability to block users from outside the US with Geofencing

    A Cloud organization would like to block data access from outside the US by utilizing geofencing for security reasons.

    2 votes

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  14. Add Webhooks to preconfigured solutions

    At the moment webhooks are not saved to a preconfigured solution. That means that all webhooks will have to be put in place manually after installing the preconfigured solution.

    This is a somewhat unexpected behaviour and installing all webhooks takes time and can lead to errors later on.

    2 votes

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    0 comments  ·  Webhooks  ·  Admin →
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  15. Add possibility to configure request body for web services/validators

    In the Web Services configuration module there is no possibility to configure request body.

    Said possibility is already present in the Webhooks configuration module and in Workflow Designer for web service blocks - they overwrite the default request body; they could overwrite the custom one as well (or have it as an option) and it should not be a problem (since validator would be used on store and info/edit dialogs).

    If added, this would enable developers to send less data to a webservice (e.g. we need only 2 out of 150 fields from a store dialog to validate), allowing us…

    2 votes

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  16. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

    2 votes

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  17. 'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.

    'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.

    2 votes

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  18. Allow for the storage of Linked Excel files while retaining the links between the files.

    Allow for the storage of Excel Files containing internal links, while allowing for the retention of the links between the files.

    2 votes

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  19. Keywords should be fully supported in autoindexing and document relations -- "Contained by" operator

    As of writing, keyword fields seem to only be half-heartedly supported by DocuWare.

    One of the biggest issues with keyword fields is that we have a "Contains" operator that can be used in autoindexing and document relations, yet we don't have a "Contained by" operator. This means that while we can include a related document that has a keyword which contains a text field in our starting document, it is impossible to make the inverse document relation, where a starting document matches its keyword field against other documents' text fields. Document relations should let users navigate in both directions, not…

    2 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  20. Dynamic Text Size for a Merge Field

    Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
    Thank-you!

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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