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My clients data for DOC DATE is stored in a text field as follows: 01252019
Does anyone know how I can copy this to a true data field so it comes out: 01/25/2019 ? (Standard US date formatting)
I built a workflow to copy the field but due to the format, it shows up as today's date.
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Hi Folks,
I have a client with a Field called Document Name that looks like the following. {ag02152004sp} This is the only place that the date is correct for the document and they just want to extract everything after the "ag" and after the "sp" to a text field. Does anyone know of a way to do this in workflow or autoindex???
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Hi Folks,
Is there any way to use an XML file for AutoIndex instead of a csv? Has anyone done this before? I have tried all combinations in the file connections but I can't parse out the data.
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HI Folks,
When I add a user to the Demo VM and add the In-Box/Tray at that time or even if I add it later, the new user does not have access to the trays. It does not even show up on the choices. There are no trays. anyone figure out what is going on with this?
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I have a client who needs a field called "File Name" concatenated which is no problem but they want the date to read in the following format.
yearmonthday (210212). the year is just a 2 digit not 4 but that is not as important as transforming it from 02/12/2021 which is what we are capturing.
Can anyone help?
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Does anyone know of a way to have a drop down list in a Stamp? I have a field that is Case Status and is tied to an index list of 5 items. Customer wants to select from the list when placing a stamp called Case Status instead of having 5 stamps.
Any help would be greatly appreciated.
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I have a client that gets a weekly excel files with 4 columns and about 50 rows of data. They would like a way to import the records as new record data. anyone know a way to do this. This is a new cloud customer.
**Update****
I have this figured out using AutoIndex.
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I have a Prospect that would like to import a quote with 10 index fields and have those 10 fields propagate another document. In esense we have a template Purchase Order that when we Import a quote would fill out the Purchase order template and save as a Purchase Order document. Has anyone found a way to do this with Workflow and/or auto index?
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Two of my users can not clip documents from the tray to the doc in Internet Explorer. They are on IE 11.1016. They get the clip boxes next to the main doc but can not drag and drop into place. The mouse just does not grab the doc in the tray. Is this known and is there a fix? DocuWare 7.2
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I have a client who has amassed thousands of files in a few Trays by having failed import processes. They need to delete all files but can only do them 100 at a time. Is there a way I can temporarily change a setting, even in an ini if nessesary to be able to see and select more than the max of 100?