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Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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458 results found

  1. 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.

    13 votes
    2 comments  ·  Administration  ·  Admin →
    How important is this to you?

  2. 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.

    12 votes
    0 comments  ·  File Cabinet  ·  Admin →
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  3. Workflow Designer: Assign a task to a role expect specific users

    We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.

    12 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  4. Allow Organizational Admin to Edit Network ID

    It's always been crazy to me the organizational admin user in DocuWare can not edit a Network ID of a user. You have to log into DW administration as the user to do it. That can be an enormous pain with systems with hundreds of users.

    12 votes
    Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Admin →
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  5. Support for OAuth for SMTP Configuration

    Dear DocuWare Team and Community Members,
    I would like to propose an urgent improvement that can significantly enhance the security and reliability of DocuWare. Currently, DocuWare only supports SMTP Basic Authentication for SMTP configuration. While this is undoubtedly a convenient method for sending emails, it may no longer be sufficient in today's increasingly interconnected and security-conscious world.
    Microsoft and other industry leaders recommend the use of OAuth for secure communication with email servers. OAuth provides additional protection against unauthorized access and security risks that can arise when using Basic Authentication. The implementation of OAuth for SMTP configuration in DocuWare is…

    11 votes
    1 comment  ·  Administration  ·  Admin →
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  6. DocuWare support shared mailboxes

    • DocuWare support shared mailboxes

    Problem: Currently DocuWare does not support shared mailboxes and emails sent with such an address lose their email body.

    Solution: DocuWare supports shared mailboxes.

    -.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.

    Probléme : Actuellement DocuWare ne prend pas en charge les boîtes aux lettres partagées et les courriels transmis avec une telle adresse perdent le corps de leur courriel.

    Solution : Que DocuWare prenne en charge les boîtes aux lettres partagées.

    11 votes
    0 comments  ·  Admin →
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  7. Enable Administrator to see document trays of all users

    Use Case Example:

    A file cabinet to which user-created document trays are assigned is to be deleted. The administrator has no permissions on these trays, so it is impossible for the administrator to find out which baskets these are (unless via the database).

    Even without administering right, it should be possible for administrators to find out which document trays exist and which users they are assigned to.

    11 votes
    0 comments  ·  Document trays  ·  Admin →
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  8. 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.

    11 votes
    0 comments  ·  Forms  ·  Admin →
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  9. 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

    11 votes
    0 comments  ·  Forms  ·  Admin →
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  10. Enterprise Server needs to allow for different Workflow Engine URL based on local web server.

    Customer has a main office location (A) and a secondary location (B). Each has there own DocuWare Workflow engine instance.

    When an email notification from the workflow engine on B is emailed it uses a URL for site A, site A also uses a URL for A.

    A needs workflow URL's for A
    B needs workflow URL's for B

    Cause: A & B are different domains and users of B do not have access to A through the company network.

    11 votes
    1 comment  ·  Workflow Designer  ·  Admin →
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  11. prefill data on web forms

    Use live data from Select lists to link to behaviours for Webforms to make the design dynamic based on DW stored data.

    An example is a workflow updates how many attendees are coming to an event and if it reaches its maximum, a metafield is updated and linked to a web form behaviour eg. status is fully booked and that invokes a behaviour to display on the web form that the event is fully booked.

    In summary live data changed in the system can dynamically and automatically change the web form when the user opens the web form.

    10 votes
    0 comments  ·  Admin →
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  12. Task List: Assign a certain result list per task, per workflow, for workflow controllers.

    Result lists are useful. Having multiple result lists is a necessary feature which exists for good reason. However, all users of all task lists have the same result list configuration. Whichever result list is picked as "Default" is used for every task list system-wide.

    Example: Accounting users (especially workflow controllers) should be able to have different options available compared to approvers.

    This also goes for the "edit index entries" dialog of the result list. Even if an approver has (and needs) permissions to edit certain fields for workflow tasks, we do not want to present this as an option when…

    10 votes
    1 comment  ·  Workflow Designer  ·  Admin →
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  13. Import configuration for Cloud FTP

    DocuWare Cloud offers an FTP Server to use as an import source. This is very useful for small businesses who do not have on premise resources to run Desktop Apps Import 24/7. However, FTP Import does not allow dividing or indexing documents. Being able to assign a DW Import configuration to an FTP folder would be a big help to such customers.

    10 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  14. 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.

    10 votes
    1 comment  ·  Administration  ·  Admin →
    How important is this to you?

  15. Enhance the User Sychronization v2 tool to be able to handle larger LDAP customers.

    since the v1 User Sync tool, that worked in large LDAP accounts, was removed from v7.10, large LDAP User Sync's cannot be done. It fails. This needs to be updated/replaced with a tool that can handle large LDAP or change the way it extracts the information.

    9 votes
    2 comments  ·  Admin →
    How important is this to you?

  16. Possibility of using variables/fields in the task description

    In Task description, it would be useful to be able to enter values from a variable or an index field.
    This would allow you to have a more complete description of the task to be carried out and to make the correct decision without having to select various decisions.

    For example, at the first step of the flow the operator enters a note, if I could have that note in the task description, the supervisor can choose between the two decisions without having to read the operator's note in the first decision and reject it with the second decision.

    it…

    9 votes
    0 comments  ·  Admin →
    How important is this to you?

  17. Allow search inside workflow designer.

    Allow search of keywords inside designer. It is very difficult to find where you may need to make changes to steps, dialogs or assignments in the workflow designer. This is especially true in large workflows. You should have the ability to search the entire workflow canvas for terms to easily isolate and change activities. Additionally, it would be useful to have a code view or code export to allow for better debugging and visibility into the workflow activity without having to use the GUI for all development.

    9 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  18. Linked documents based on table field.

    Using a table field to record the information of the delivery notes / orders / etc linked to the invoice, it would be useful to be able to configure the linked documents based on the table field.

    9 votes
    1 comment  ·  Admin →
    How important is this to you?

  19. Automatically change label names when you change a database field name

    Currently, when you change the name of a database field, the dialogs all keep the old field name as a "Label". This forces me to go into every dialog (including result list and index dialogs) and erase the label so that it matches the new field name.

    When I'm changing a database field name, it is because a customer wants the field name to change everywhere.

    9 votes
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?

  20. Trigger / Start a workflow after updating a table type field

    Use case: A table field must be completed by users (by modifying the index) to validate a document.

    A workflow is used to check if the table is complete.

    The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
    it would be interesting to have a new type of trigger based on the table field

    8 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?
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