Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
432 results found
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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 -
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 -
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 -
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 -
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 -
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 -
(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 -
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: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.
If you want a stamp to empty…
1 vote -
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 -
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 -
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 -
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 -
some way to filter the size of the scanned files
To be able to indicate in the filing cabinet a maximum size of document that can be archived, we would like to be able to control the size of the documents that are inside the filing cabinets.
1 vote -
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
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