Stephen Murray IT Manager

Hello,

We would like to be able to use the 'store automatically' function for one of our trays.
When we try and use the option, we get an error which says 'Fill out the required fields 'Deal file?', Branch'.

Those two fields are set as required, and are not automatically completed by intelligent indexing.

Is there anyone we can bypass this, other then stopping those 2 fields being set as required?

Thanks, Stephen

Hi Michael,

I don't see an identify option. The connector has picked up the name of the DB and the table though.

Thanks Simon, I will log it with Docuware support.

Hi Simon,

Those buttons are greyed out, as per attached screen shot.

OK, so I am slowly working my way through this.
I have now setup a local data connector to the DB with our managers list in it.

Then in Docuware, I have gone in to indexing assistant to add the new connection.
Once I have selected the local data source and connection, I am left with a message at the bottom which says:
No rules are defined yet.Create a new ruleCreate a group of rules

I can only then click on 'Cancel'.
Where do I create the rules? Does this need to be done before setting up the indexing assistant?

Thanks, Stephen

Hi Michael,

Further to this, this could be a permissions issue. I don't have access to the FTP 'data' folder to upload an external file.
knowledgebase/article/KBA-35850

I also don't appear to have the 'select list mode', which is referred to here:
https://help.docuware.com/#/home/62403/2/2

Thanks, Stephen

Hi Michael,

Many thanks for your reply.
How do I setup a multi column select in the form? When I click to select that option, there is nothing below it. See attached.

Thanks, Stephen

Hello,

I am trying to create a workflow for a 'petty cash request' form, whereby the form is assigned to a manager of that specific department.
e.g User completing form selects 'Sales' as the department from a drop down list. I would like the workflow to look at the Sales department roles, and assign it to a manager.

I don't see any way to identify a manager within the roles, and nothing on the user ID area either.

The only other thing I could think of was to get the user to manually select their managers name in a drop down on the form, but I then can't work out how to link that in the workflow..

Any help appreciated.

Stephen

Looks like this was a Docuware issue which is now resolved.

Hi Everyone,

We are experiencing an issue uploading documents to the Docuware FTP server this morning.

The exact message displayed on the scanners is:

Unable to connect to the destination, please contact your system administrator.

 

If I try to open the FTP location in Windows, it asks for a username and password, where it normally allows anonymouse connections.

 

Is this an issue anyone else is facing?

Thanks, Stephen