Veröffentlicht Tue, 11 Sep 2018 13:46:53 GMT von Steve Shriver Application Specialist

A user has replaced a manual workflow process with one using Workflow Manager. In the original manual process a 2 page document was used. Page 1 collected some basic information and page 2 asked for more details and offerred some choices.

Page 1 is now replaced by a DocuWare form, collecting the basic info. The info previously collected on page 2 is now collected during the workflow and added to index fields of the document. This leaves the users with no way to visualize the data from page 2.

It seems I would need a way to create the second page and populate it with the data that is collected during the workflow steps. This would allow the users to see and perhaps print that page.

I can't think of a way to do this. Does anyone have a suggestion?

Many thanks,

Veröffentlicht Wed, 12 Sep 2018 11:33:00 GMT von Casey Miller Solutions Manager

DocuWare can't do this out of box. But, you can purchase Stapleware add-on that integrates with DocuWare. J&H created it and sells it. Works great. https://www.jhoe.com/products/page.php?pageID=13&sp=1&nomobile=

Basically you setup criteria like you would for autoindex that has match codes. If it matches, then it will staple the document onto the existing document in the system.

OR

you can just setup document links and just store page two separate but both would pull up. Not ideal

Veröffentlicht Wed, 12 Sep 2018 13:12:27 GMT von Steve Shriver Application Specialist

Thanks Casey. I have used the Stapleware Stapler and it is a good solution in some circumstances. However it would not be able to populate a scond page with the data collected during each step of the workflow. To recreate the original process I would need to have the second page already be part of the original document (or created on the fly, which is impossible) and then have that second page get filled in with the data and choices from each of the workflow steps. In my mind I see it as being able to pass a DocuWare Form from step to step in the workflow with each step allowing the user to fill out some part of that second page. I don't think we are there yet. Maybe in version 7.5?

Thanks again,

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