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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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 -
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 -
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 votesThank 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.
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Automate workflow tasks
Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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 votesThank 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.
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Include Behaviour option for table field in forms
We find the table field very useful in version 7.9 it would be nice if we have behaviour options for table field in forms. Like based on the previous field the table field appears.
6 votes -
Improve UI of Forms
Currently the ability to format/brand/customise forms is very limited. Please can the option to add more colours, company logos,
6 votes -
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 -
Workflow designer test mode
Improve the functionality of the test mode so that it predictable works all the way through a workflow.
6 votes -
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 -
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 -
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 -
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 -
Allow Admin to emulate a user to test permissions viewing, and availability of dialogs/stamps etc
Allow Admin to emulate a user to test permissions viewing, and availability of dialogs/stamps etc.
Don't allow us to apply or modify anything but at least the ability to check the avalibilityof items/lists/tasks/stamps/dialogs everything assigned via a Role/Functional Profile etc.
6 votes -
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 -
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 -
Allow for workflows to be scheduled every x hour or x minute
I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.
6 votes -
allow a merge form to be created based on content of a form
I have several merge forms that may or may not be needed depending on the content of a form. For example I have 2 consent forms that are identical the only difference is the county. I would like to use 1 form and then have a checkbox for the county and it use the data from that checkbox to determine which merge form to complete.
6 votes -
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
6 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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.
6 votes
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