Jon Sproule OE Canada Inc. Content Management Consultant

Resolved. Thank you.

Hello all,

I'm looking to create an overdue list. The idea is that everything that does not have a date stamp of today appears in the list. 

document stored > date field is store date > status set to "open" > anything with a store date earlier than today and a status of open appears in list

There doesn't appear to be a "today" option to simply say, anything before today. If anyone has any suggestions, I would greatly appreciate it.

Thank you, Tobias. I appreciate the response. I felt pretty confident about the workflow to combine data, now I just need to determine what can be exported to QuickBooks.

Hello community. I have a client that is using QuickBooks and is asking if we can use DocuWare to populate the memo filed within QuickBooks when the data is exported. Specifically, they want to combine two fields (the PO number, and the first column description) and have this populate the field. The end result would be 12345 - Inventory, for example. I suspect a workflow could be created to collate the appropriate text fields, but can this data then be part of the GL code data export? I realize this may not be as clear as intended, so please don't hesitate to ask for clarification. I appreciate any input you can share.

Thank you

Thank you, Simon. I appreciate your response. I wasn't sure if the system could send an email using index data as opposed to system user data. The rest of the explanation is pretty much exactly how I had planned to address this. Thanks for your help! 

Hi All,

I'm working with a potential client and have been asked a question I haven't had before. The use case is that the client would like to track documents due in 90 days and once that criteria is met, send an email outside of the organization as a notification. Is this possible? It's for the tracking and renewal of certifications and they'd like to fully automate the process. Possibly a link to a form would work, but it would need to email externally. If this is something you've had experience with, your input would be greatly appreciated. I can provide additional details as needed.

Thank you for the reply. Hopefully full functionality is added in a future patch. 

I'm trying to set up a field mask to automatically format the auto-indexing or user input. For example a phone number entered as 5555555555 would automatically reformat to 555-555-5555. I would also like to be able to remove any existing formatting to force it to the mask. For example (555)555-5555 would switch to the previously mentioned format. I can figure out how to create an error condition that asks the user to reenter based on my criteria, but this is a poor user experience and auto formatting makes more sense. I've done several searches and am unable to find an answer. Any help would be appreciated. Thank you.

Hello All,

Hoping someone can help. I'm creating a form for a client that has a tax business and am trying to create something specific. I need several fields to remain hidden based on user input. I've created a number of these rules successfully already, but this one is a little unique. What I need is the following;

If Marital Status is Widowed and date of death is with the year of tax filing (eg., January 1, 2023 - December 31, 2023) then spousal details should be visible and required. 

I do have a field that includes 2023 as the filing date. Is this possible? I can create a rule for the current calendar year, but it's not dynamic and would need to be continuously updated and would not support if the client was filing older returns. If anyone has thoughts, that would be greatly appreciated. Thank you.