• RE: DocuWare Cloud - Integrated AP Invoice Posting to Sage Timberline

    Hi Chris,

    these are parameters which should get passed along from the workflow designer. As you can only push global variables to a webservice, you need to put this data into a global variable. You could set the path as a fixed value in an "assign data" step and the content with an arithmetic expression in an "assign data" step.

    You could also modify the function to accept multiple parameters instead of just a parameter "content" - like "name", "amount", "account", "invoiceNo"...

    Then you could parse these like you wish inside the webservice - that might be easier than doing so in WF designer.

    Greetings from Germany,

    Simon H. Hellmann

    DocuWare System Consultant

  • RE: DocuWare Cloud - Integrated AP Invoice Posting to Sage Timberline

    Hi Chris,

    you are welcome.

    Correct, if we are talking about a cloud system, the Web Service must be accessible from the public internet. DocuWare Cloud is hosted on Microsoft Azure infrastructure.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant

  • RE: Workflow - Working with many instances - Column visibility

    Hello Marek,

    you can change which fields are displayed in the result list inside the Workflow Manager, just click the "Task List" button. Changes there are saved automatically and instantly, no need to create a new version, just refresh the web page.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant


     
  • RE: DocuWare Cloud - Integrated AP Invoice Posting to Sage Timberline

    Hello folks,

    you can use a Webservice in a Workflow to automatically write the CSV file.
    In C#, this is written extremely fast, even if you do not know about coding yet.

    This example takes a file name (complete path) and file content. If the file exists, it appends the content - if it does not, it creates the file.
    Please remember that this code is just the very basic writing to file, without any error handling or validations or anything.
     
    [WebMethod]
    public string CreatePlaintextFile(string fullFilePath, string content)
    {
      Directory.CreateDirectory(Path.GetDirectoryName(fullFilePath));
      if (!File.Exists(fullFilePath)
      {
        using (StreamWriter streamWriter = new StreamWriter(fullFilePath, false, Encoding.Unicode))
        {
         streamWriter.WriteLine(content)
         }
       }
    else
    {
    using (StreamWriter streamWriter = new StreamWriter(fullFilePath, true, Encoding.Unicode))
      {
        streamWriter.WriteLine(content)
      }
    }
    return "sucessfully wrote to file: " + fullFilePath;
    }  
    

    Hope this helps.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Trays-How to identify a user's default tray & can a tray be assigned after creating a user?

    Hello Pedro,

    1 - as far as I know, this is not possible. There probably exists some database entry for this, but I do not know about it.

    2 - Yes. Create a new basket/tray via configuration page and assign it to the user. If the user had no other trays, the new one should automatically become the default tray (as far as I know). If the user already has other trays but needs the new one as default, he has to change it by himself. (you can click the star icon to switch your default basket)



    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Parallel Step - different users accepting different rows from SubTable

    Hello Marek, 
    more or less duplicate of your other question here: Hiding columns from variable Type in Dialog User
    currently, this is not possible within the workflow designer.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Workflow - Multiple Escalations, Escalation to Supervisor

    Hello Marek,

    yes, you can do that. However, you need to create two steps for this.
    Each step can only hold one notification and one reassignment, but also a timeout. So, you would do a task "User-Task" assigned to the user, which reminds him after one day, and gets reassigned to GV_Supervisor another day later.
    After a total of five days, the "User-Task" will time out - the "Timeout-Exit" leads to a step which assignes the workflow to "Admin", and then back to the "User-Task".

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Workflow - Routing process steps

    Hello Marek,

    the Workflow designer can not handle this dynamic assignment you wish. You could either put a text field in the decision where you type the name of the next step, then after the task, you have a lot of condition steps which evaluate if the value you typed into the text field matches a step - if yes, it goes to the step, if not, it evaluates the next step.

    The other option would be to have one decision per each step which could be next, and you choose the next step this way.

    However, I do not think that this approach is "best-practice" and currently, I fail to see any reason to do this.
    The default "General Error"-Task already gives you the options to either repeat the task which failed, continue with the next step or just exit the workflow, usually this is enough for me. In rare cases when I need special error handling, I create such an "error"-Task assigned to the administrator.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Workflow - Hiding columns from variable Type in Dialog User

    Hello Marek,
    this is currently not possible with DocuWare 7.2. A user either has access to the complete table field, or not at all.
    You might want to consider posting this over at the Uservoice forum.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant
  • RE: Workflow - Attaching files to workflow and clip it to original file

    Hello Marek,
    this is a bit complicated. The easy way would be this:
    Create a task called "Clip reciept" or something like that, assign that to the department and give the task only one decision, called "reciepts clipped". Teach the users how they clip documents (right click in list -> clip, or via toolbar) and tell them to only confirm this task if they have clipped something to the document.
    However, this way you have no way to validate if they actually clipped something or just confirmed without doing so. You can not stop users from confirming the task without clipping something. 

    If that is what you need, you probably have to take a look at the REST API over at developer.docuware.com , that way you can clip and validate it as well. As far as I know, this is not possible with just the workflow manager.

    Hope this helps.

    Greetings from Germany,
    Simon H. Hellmann
    DocuWare System Consultant