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Stephen Murray IT Manager

Stephen Murray

Joined: 7/8/2017

  • Forum Posts
  • RE: Workflow - Assign to a department manager

    Thu, 14 Jul 2022 14:37:56 GMT – Workflow - Assign to a department manager
    Hi Michael,

    I don't see an identify option. The connector has picked up the name of the DB and the table though.
  • RE: Workflow - Assign to a department manager

    Thu, 14 Jul 2022 13:29:59 GMT – Workflow - Assign to a department manager
    Thanks Simon, I will log it with Docuware support.
  • RE: Workflow - Assign to a department manager

    Thu, 14 Jul 2022 11:52:53 GMT – Workflow - Assign to a department manager
    Hi Simon,

    Those buttons are greyed out, as per attached screen shot.
  • RE: Workflow - Assign to a department manager

    Thu, 14 Jul 2022 11:14:24 GMT – Workflow - Assign to a department manager
    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
  • RE: Workflow - Assign to a department manager

    Tue, 12 Jul 2022 13:22:59 GMT – Workflow - Assign to a department manager
    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
  • RE: Workflow - Assign to a department manager

    Tue, 12 Jul 2022 08:33:00 GMT – Workflow - Assign to a department manager
    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
  • Workflow - Assign to a department manager

    Fri, 08 Jul 2022 15:30:13 GMT – Workflow - Assign to a department manager
    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

    Mon, 16 Apr 2018 11:22:50 GMT – Docuware FTP location - Unable to connect to the destination-1523871908

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

  • Docuware FTP location - Unable to connect to the destination

    Mon, 16 Apr 2018 07:45:08 GMT – Docuware FTP location - Unable to connect to the destination-1523871908

    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

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