Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

Casey,
Try an incrementing variable.
Start the workflow, GV_APPRO_COUNT = 0
When the appropriate approval step is confirmed, feed it straight in to an assign data step:

GV_APPRO_COUNT = GV_APPRO_COUNT + 1

Next an IF/THEN step:
GV_APPRO_COUNT < 3
THEN
loop back to approval step
ELSE
continue on.

Test this carefully, it is off the top of my head and how I would approach it.


Phil Robson
Senior Director Support Americas
 

Casey,
2 Date variables required - GV_APPRO_DATE and GV_EXP_DATE.

GV_APPRO_DATE = CURRENTDATE
Assign this in a a data assignment step.
Create a new data assignment step (don't try to do these in one step).

GV_EXP_DATE = DATEADD("yyyy",GV_APPRO_DATE,3)

This will add 3 years to the approval date.


Phil Robson
Senior Director Support Americas
 

If you were searching for "box swap" then that would be why you did not find a KBA article.
Try searching for "server move".
Here is the article for 6.11/6.12 systems:
https://support.docuware.com/en-us/knowledgebase/article/KBA-35828


Phil Robson
Senior Director Support Americas
 

The only other option is Instant Autoindex which can be set to trigger on storage of a new document, however there is no selectivity option as it happens immediately after storage. So it can only use the first found matching record.

Phil Robson
Senior Director Support Americas

 

DocuWare has similar functionality. We call it Autofill Indexing. After filling in one or more fields while storing, simply select the the option Autofill indexing from the context menu, or enter Control + Alt + j.
The last record stored in the database will be used to populate all remaining fields.


Phil Robson
Senior Director Support Americas

A couple of things. First of all giving everyone r/w permissions to your document storage location is not a good idea. In fact it is a bad idea. User do not require access to the documents in the file system. Storage locations should be locked down so that the only users with access to them is Domain Administrators and the DocuWare Services.
Therefore the permissions on the share should be Full Control for the DocuWare Service and domain admins.

Now once you have corrected the permissions on the share, double check that the Application Pools in IIS are also running as the DocuWare Service user.

Phil Robson
Senior Director Support Americas

With the new portal searching will be extensive and powerful as the engine is Dynamics 365. Any search conducted in the portal will encompas the forum, the kba, the support request base etc.

 

Phil Robson
Senior Director Support Americas

I would not even try to filter a flat file. I am not surprised it does not work. A flat file must be read sequentially. The filter option is offered, but on the basis that the user understands that a flat file cannot be "selected" from since it can only be read sequentially. So while DocuWare is allowing you to create a filter on the file, the error message is correct. If you want to filter this data you need to import the file in to a database table where a query can be filtered.

I guess the problem is that DocuWare is allowing a filter to be created against a flat file but given that it not possible it is assumed that it will not be attempted.

 

Edit:
And the flat file should be the file that is read from. It should be the "iterated" file. Meaning you should read the file line-by-line and select the appropriate record from DocuWare - which can be filtered. If your iterated source is DocuWare, then for every record selected from the DocuWare file cabinet, you will read every record from the flat file until a match is found for every record from the DocuWare table.

Phil Robson
Senior Director Support Americas

DocuWare cannot do this. Casey is right, you need a product that can be configured for this type of if/then/else scenario.

 

Phil Robson
SEnior Director Support Americas

Easiest is to find the Microsoft Installer cleanup tool. I found it a few weeks ago. Run that and remove any DocuWare msi's (just an easier way to do what Tim said).

 

Phil Robson
Senior Director Support Americas