Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
132 results found
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autoindex match
It would save time if you could limit the number of rows that need updating on an autoindex workflow if you could also select records where fields don't match as well as fields that do match in the AutoIndex Definition Match Code. You would require at least one matching field.
2 votesThank you for your contribution. Your idea is available with version 7.1.
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Autoindex filter < or >
For filtering on external database, allow < or > in addition to <>
2 votesThank you for your contribution. Your idea is available with version 7.0.
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Add possibility to exclude pictures in mail
It would be helpful if there was a possibility, in connect to mail, to exclude images in the corpse on the email, like signature images, that are automatically stored attached to the mail
this is possible in connect to Outlook2 votesThank you for your contribution.
This functionality will be available in DocuWare Version 7.3 -
When working in Workflow Designer, it would be nice to be able to open 2 workflows at a time.
Sometimes i need to reference another workflow that i have created and it would be easier if i were able to open them side by side instead of having to go back and forth between the 2.
2 votesThank you for your contribution.
Your idea is already available. You can open Workflow Designer -
Workflow - Selecting multiple task to assign a new user
When a new user replace an old one, changing all the assignement of running task can only be done one by one.
It could be good that the Workflow controler can change all the task of running job to a new user by a mulitple selection in WebViewer or a specific menu in Designer.2 votesThank you for your contribution. Your idea has been made available with version 7.1.
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Scroll to the bottom when configuring multi column select lists
When configuring especially the multi column select lists in Web Client Configurations, the interface opens various parts like "show filters" below the bottom of the screen and the user always has to remember to scroll down to actually complete the configuration. It would be much better if the interface would always scroll down automatically to reveal the just opened parts.
2 votesThank you for your contribution. Your idea is available with version 7.1.
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Allow workflow global variables in SQL query to retreive external data.
I'm not sure if this is a formatting issue, a bug, or simply unavailable but when building a "where clause" in a workflow for assigning data from external data, I select a workflow global variable as the comparison but it always returns null.
Example: ENTRYTYPE="PROJECT" and PROJECTNAME=GV_gProject
However, if I simply replace "GV_gProject" with the actual hard coded string, the result is correct, so it the query is correct but the GV is not being placed into the query it would seem.
Because the wizard provides access to the global variables, this should function.
For the time being…
2 votesThank you for your contribution. Your idea is already available.
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Improve use of Workflow System Variables
1) Create a workflow in Workflow Designer.
2) Specify a trigger (it doesn’t matter what it is).
3) Insert an ASSIGN TO activity and assign the task to user ID "A".
4) Insert an ASSIGN DATA activity and set a file cabinet index field to the Workflow System Variable “Assigned to”.
The index field should now contain the user ID "A" assigned in step 3. However, the index field is empty.
5) Insert a TASK activity. In the Decisions tab, Assign to sub-tab, assign the next user to "B".
6) Insert an ASSIGN DATA activity and set the same file…2 votesThis should be somewhat solved with version 6.9. Both issues (after step 4 and after step 7) could not be reproduced by me. We know, that CurrentUser has some drawbacks, but some customers use it like it is and if we change the behavior, it will break their workflows. Recommendation for getting the user of the currently opened task is to use the variable “TaskUser” which is new with version 6.9.
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The "assign to" allows to use variable only for one user
The "assign to" allows to use variable only for one user.
If you want to assign tasks dynamically to multiple users or role, you need to use a task but it is not practical.
To dispatch tasks in the beginning of a workflow we do not want a task for doing that.
We should use "assign to" with variable more complexe like 'role' or 'keyword' like in the task
2 votesThis becomes available with version 6.10.
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Define a approver list from another field
It would be interesting to be able to define a list of
approver from another field.
For example a list of approver according to a field
company. It could be realized in DocuWare or by using a request SQL.2 votesThank you for your contribution. Your idea is already available in the product.
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Simplify access to file cabinet data on docuware cloud
On DW Cloud, Right now if you need access to the dwstorage user or storage date time, you need make a request cabinet transform the sqllite database and convert to excel the file cabinet data, all of this to make a simple report for example too see the document production of the past thursday, if you need to make this every day is really hard to do it, maybe make access to read data (add-on) with excel will be great just for read file cabinets data
2 votesThank you for your contribution. You can export file cabinet data right from the result list. On each result list there is a three dots icon in the upper right corner. Click there and choose “Export to CSV file …”. This file can then be openend in Excel.
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Multiple selection for select list in Workflow Manager
In many cases user should be able to select more than one entry from a select list. For example multiple order numbers. These numbers will not be used for assignment, they just have to be stamped to the document. For use cases like this, we need to be able to select multiple entries in a normal select list.
2 votesYou can use the new keyword field for this. There you can add multiple order numbers.
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Labels for result list in version 6.5
In previous versions of DocuWare result list configuration in the administration it was possible to edit the labels of the Result List fields. With 6.5 result list will show the default label for this field and this cannot be edited anymore. This means that you can edit labels for search and store dialogs but you cannot edit these for result list anymore.
2 votesThank you for your contribution.
Your idea already available. -
Workflow stamps: restore support for 6 pt font size in the Web Workflow Designer
In the new Web Workflow Designer, the minimum selectable font size for workflow stamps is 8 pt.
This is a regression compared with existing workflow configurations, where smaller font sizes such as 6 pt are supported and rendered correctly.
We have verified that:
an exported workflow containing fontSize: 6 can be imported successfully;
the Web Workflow Designer accepts the workflow;
the workflow stamp is rendered correctly at 6 pt;
however, the UI itself does not allow selecting 6 pt when editing the stamp settings, because the minimum selectable value is 8 pt.This is particularly problematic for workflow stamps containing…
1 voteThank you for your contribution.
Your idea is available with version 7.15 and 7.14. and will be released in the next weeks.
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User list export to Excel
Have a standard report to export the list of Docuware users to an Excel spreadsheet. This will make it easier to do lookups against other lists when managing DW users.
1 voteThank you for your contribution.
Your idea is available with version 7.12
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Add the ability to overwrite autofilled value in Forms
As of DW 7.6 there is an option to autofill values based on select lists, but once the autofill values are entered/filtered based on a specific field you have to manually delete the values otherwise new correct values are not autofilled when you change the value of the specific field they are based on ...
1 voteThank you for your contribution.
Your idea is available with version 7.12.
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Hiding a field in Docuware Form after it has been populated so a user can not see it but populated in the meta data of the file cabinet
It will be nice if a field when created and filled in the DocuWare Form should not be visible after it has been submitted. The word on this field should be populated in the file cabinet index field after it has been linked.
1 voteYou can already accomplish this if you use a "Merge Form". Then you can place all needed form fields on the template and all not placed fields will not be on the document, but only in index entries.
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filter on table fields prefill in workflows
using the prefill function in workflow on a table..
Being able to also filter on the fields tables would be great..1 voteThank you for your contribution. Your idea is available with version 7.5.
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Autoindex Keyword field HasChanged option
We are missing has changed condition for keyword fields and have to create worklows for what autoindex could have been used
Best regards
1 voteThank you for your contribution. Your idea is available.
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Allow writing into table fields via Autoindex or Workflow 'assign data' step.
There should be the option to write into specific table field columns either within the Autoindex module or the assign data step within the workflow designer.
The use can for this is an end user would like to assign the same GL codes and amounts for recurring invoices. Instead of having to type out this information each time a "standard" invoice comes through, they would select an identifying option which would then kick off an Autoindex job or Workflow. From there we would assign the fixed GL data.
This would save the customer time as they would not have to…
1 voteThank you for your contribution. Your idea is available with version 7.6.
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