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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. 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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  2. Add ability to invoke another workflow from a current workflow

    Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.

    7 votes

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  3. Comments section in the workflow

    Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing

    7 votes

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  4. Add data validation to store dialog

    Have the ability to make validations and rules to a store dialog. It is important to prevent storing duplicated invoices for example.

    The REQUIRED or not field is very basic validation. Forms already has field validation.

    7 votes

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  5. allow list-type Role variables to be used as select lists in tasks

    When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…

    7 votes

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  6. User Productivity Reporting

    DocuWare should include some basic reporting for administrative purposes. Our area tracks 40+ users per week to see if they are meeting their scanning requirements. Right now, I do this via the SQL backend and a few queries, but it would be great is I did not have to do this every week. Tracking users via the web interface is not viable when you have so many active daily scan users.

    7 votes

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  7. Add formatting options to workflow information.

    In workflows you can add a description to assist users, however there is no way to format any text in that information window.

    7 votes

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  8. Allow additive Assignment of Tasks (Roles + Users + Variables)

    Allow additive assignment of Tasks (Roles + Users + Variables)

    It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.

    As it is now, this won't work. Consider the scenario:
    - An incoming document triggers a workflow.
    - The document has an index field "Assignment" and it's value is "Joe"
    - A User-type global variable is populated with the value from "Assignment"
    - The workflow assigns the…

    7 votes

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  9. Allow to use stamp at decision level and not task level

    It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another

    For example : If i validate an invoice, stamp is placed
    If i use the decision : request info is used, there is no need to place any stamp on the invoice.

    Options are currently very limited regarding task stamps

    Thank you.

    7 votes

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  10. Addition of Video format file to play videos from the file cabinet

    Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.

    7 votes

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  11. Email notification logging

    It would be nice to see when notification emails are sent.

    7 votes

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  12. Provide permanent deletion tickbox within Deletion Policy

    I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.

    6 votes

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  13. Use of different Sending Mail Services in Workflow

    I suggest to implement the feature which let you choose between diffrent "sending mail services" within the workflow "send e-mail" option

    6 votes

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    1 comment  ·  Admin →
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  14. Allow specifying of reply to in email actions

    In the workflow designer when you use an Email Action, you should be able to specify a reply to address.

    6 votes

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  15. Select multiple Workflow steps to move them around in order to insert a new step

    In Workflow Designer, if I need to add a step near the top of a workflow, I find I have to move each step below it down, one at a time in order for it to fit right.

    It would be great to click and select multiple steps and move them together.

    6 votes

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  16. Audit reports: log changes in system and organisation audits

    In System Audit reports and Organization reports,
    when a change is recorded, it would be useful to have evidence of what has been changed, as is already the case for File Cabinets.

    6 votes

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  17. Sort order in external select lists

    In the data connector or external list configuration allow the ability to set the sort order by one or more fields in the data connection. Allow workflow designer or sys admin to define or modify the SQL query used to pull the data for the external select list to use WHERE and ORDER BY clauses.

    6 votes

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  18. Disable auto assignment of licenses in cloud.

    If a License is held open a new AD user will auto-populate. This is a flaw and security issue. At the least it should be able to be disabled.

    6 votes

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  19. Workflow version should be a workflow system variable

    Workflow version should be a workflow system variable so you can assign it to an index

    6 votes

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  20. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    6 votes

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