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  • RE: Workflow triggers for new or changed documents

    Hello Steve,

    in this case you should mark "for new Documents" and "for changed Documents".
    Then, put all your requirements (Status "New", Doctype "This" OR "That" and the start date) into the "after" section. Leave the "before" section empty.

    I do not know if/how it would work if you put something in there, but without an entry there your new documents should be fine.

    Greetings from Germany,
    Simon H. Hellmann

    DocuWare System Consultant

  • RE: Daten aus externer Auswahlliste in Workflow benutzen

    Hallo Herr Becker,

    Ich gehe davon aus, dass Sie ein Cloud-System nutzen. Dort können Sie das entweder über eine lokale Datenverbindung, einen selbst entwickelten Webservice oder ein Hilfsarchiv lösen.
    Wahrscheinlich wäre letzteres für Sie am einfachsten und sinnvollsten. Dazu erstellen Sie ein neues Archiv und legen dort alle benötigten Spalten aus der Auswahlliste als Felder an. Dann importieren Sie die Daten aus der Auswahlliste (die Sie ja wahrscheinlich als .csv vorliegen haben) in das Archiv. Auf dieses können Sie dann aus dem Autoindex oder über einen Workflow die Daten vervollständigen lassen.

    Besten Gruß,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: server migration 7.1 to 7.2

    Hello Fabian,

    you need to do this in two steps. Do the move first and the upgrade in a second step or vice-versa, it does not matter.
    You can find a KB article about moving a DW System here:
    https://support.docuware.com/en-us/knowledgebase/article/KBA-36247

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Mobile App - Upload Problem

    Hello Tobias,

    as far as I know this still does not work on iOS devices. See this German post: https://support.docuware.com/de-DE/forums/fragen-zur-anwendung-und-konfiguration/607d1264-2fc3-e911-b083-0003ff59a70f

    To store from the phone into a basket you could use PaperScan.

    Greetings,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Workflow Monitor Tasks

    Hello Steve,

    this is by design. Right click -> reassign only reassigns this one instance of the task while the instances of the other users are not changed.

    If you want to reassign a task from a group to a single user, you should do that by creating a decision "reassign" in the task which asks for the user to send the task to. Then, on the "assign" tab, assign the next task to the entered user. At last, connect this decision back to the task itself.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Limit Database Fields by Document Type

    Hello Junaid,

    I am not aware of such a feature. You might want to leave a feature request over at https://docuware.uservoice.com/

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Permissions in workflow

    Hi Steve,

    that is the correct way.
    DW Workflow does the automatic tasks like data assignment with the user credentials you define when creating the workflow.
    All Tasks always run in user context and therefore use the end users' permissions. You can work around this if you assign data to global variables in the task and only assign them back to index fields in the next data assignment step.

    I have not yet tested out workflow user licenses, but I guess they have the necessary rights to do data assignment, if there is a proper archive profile for them.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant