Is there a way to get the Revision Number of a document into a footer that will automatically update when a new revision is published? Have had no luck with creating this so far and hoping someone has had success with this issue before.

Hello,Is there a way to import data from an Excel sheet to create a custom field list, instead of adding each item manually one by one? I need to create a list with about 1,000 items, and entering them manually is taking quite a while.Thank you!

Hello, has anyone used the Form Filler automation in Workflows? The Ideagen help guide says: Form Filler populates a Word template with data from the Workflow. The filled form can then be attached to the Workflow as a record, added to the document tree in a specific location, or both. The form can also be converted to PDF for final storage if desired.which sounds like it could be really helpful. How do I set up the Word template so it can be populated? And how do I set up the Workflow so that it will populate the template?

I want to create a Document Report that includes the Published Date instead of the Approval Date. Using the system field of Approval Date can lead to multiple rows for the same document, because there may be multiple approvers. I want only one row per document and the date to be the date it was published. Is there a way to do this currently?

Hello, Has anyone been having issues updating a diagram in a workflow? I modified the workflow and wanted to update the diagram. I can view the changes to the diagram when I have the workflow offline, it will open as a download in the format type I selected in the workflow designer. But when I put the workflow online and try to initiate the workflow, the diagram in the footer is the old diagram. Just to be sure, I deleted the diagram in the workflow, then attached the modified diagram again and it did the same thing. The new diagram downloads, but when put online it shows the old diagram in the footer. What am I doing wrong? 

Quality Event Workflows lose their titles, descriptions and attachments when workflows reach the Final Assessment stage.

I have an issue with users unable to view reports.I have enabled the ‘Create Reports’ & ‘Alter Reports’ permissions for these users but they still are unable to view reports. Has anyone had an issue that is similar?

Hello, we’ve had QM Essentials for a few years.  My predecessor created 2 custom work flows we primarily use.  We’ve wanted to expand the security on these to include other managers in our lab system.  Currently only myself and a few other QA folks have access as admins.  We’ve enabled the others to view and alter reports, as well as for them to view security in the reports tab for the custom report we’ve created for the custom workflow (that’s been established for years).  The users (who we thought we gave appropriate permissions to) still can’t run the report.  An error message is given.  I understand that maybe embedded within that workflow are additional security measures.  We’ve also enabled workflow definitions for them and within the workflow toggled on view security.  Any ideas on why they still can not run reports? 

I am working on a workflow that will enable the user to upload saved documents in one occurrence. Each document has its own category which the user selects. Can this be done in a subform? Or, can the user indicate that there are more documents to load and restart the workflow again without exiting? What’s the most efficient way to do this?

Is there a way to have a workflow generate a report at the end?Idealy i would like to have this sent to either a SharePoint folder or an internal folder in Qualtrax.The goal is to be ablet o look up old reports if you dont know the information to search the primary database of the workflow. Or have a PDF/Word/ or other format created to be exproted to send to internal and external customers. the work flow we are trying to do this with are quality non conformances.

Is there currently a way to use the external custom fields to attach more than one file at a time?I have users needing to upload between 2 and 20 pictures and having to go through the ‘Choose File’ button for each is very time consuming. Is there a way to bulk attach to the form/ workflow?

We’re exploring ways to make your experience with IQM Core even more seamless—and one idea on the table is Document Collaboration.I recently reviewed the Qualtrax Ideas Portal and noticed multiple entries requesting functionality like this. That tells us there’s been interest in the past—but we want to confirm:Is this still something you’d find valuable? Would real-time document collaboration help simplify your workflows?Your feedback is critical in shaping the future of IQM Core. Please share your thoughts in the comments!

Does anyone use the replication feature? I am trying to replicate a particular tree in our document structure to SharePoint but when I try to test it I get the following error:Error connecting to Output Location. Please verify path and permissions of the Output Location.I am not sure if this means that my SharePoint location needs to be updated to allow the information from the Ideagen system or if I am somehow adding the wrong path?

With the automated workflow launcher function, we are able to launch individual instances of the desired workflow from each row in a sub-form. Is there a way to copy information from the sub-form fields into the same field, but that is a discrete field in the newly launched workflow (i.e., the newly launched workflow does not have the sub-form). 

Hi there, I’m new to the People’s module.So looking for any suggestions, tips, tricks or avoidable pitfalls, when setting up a training competency matrix. We are a manufacturing facility, with operators at different levels within various departments. My aim is to get the structure right from the start, so that I don’t have to go back over my work later, as I learn more.All help is gratefully received.

Is it possible to go directly to a document from your inbox? I recently switched to the new inbox format and have found the only way to get to a document is by clicking on it, selecting document properties and then opening the document from properties. Frustrating not to be able get directly to the document anymore. 

I am looking to add a header/footer to documents on our system.Is there a viable way to do this. Ideally it would contain the document title, ID and revision number.Has anyone had any experience with this?

Hello! We are looking at a way to reconfigure out how to set up our document management system in Ideagen to account for major and minor revisions. Essentially our current policy is that we must do a full review of our documents every 2 years, however if minor changes are needed between that those cycles we can do a shortened review before publishing the updates. We do not want these minor reviews to reset the expiration clock for the “full review”.How would you go about using the system to accomplish that?Hope that makes sense!

Good morning,We are curious if any organizations currently use Qualtrax for your NAME accreditation and how your incorporate your NAME checklist into the system? Is it helpful for you?

At this point can a PDF be used to initiat a work flow or uploaded to a work flow to fill in fields?

Is there a way to temporary lock out all users while we perform system maintenance?  I want to lock out all users except for the few admin members.  I don’t want to have to manually reset each password of my users, if possible.  Thanks!

Wondering if Automatic File Transfer can be configured to drop files into a Microsoft SharePoint location? 

Hello,I have been trying for a while to find a way to create an automated email or a periodic report without success and perhaps you may know a way to get this done.We want to send a report summarising the staff who has not completed their assigned training in time, or tests assigned more than 15 days ago. This report would be sent as an email to their managers on a weekly basis.Do you have any ideas about this or something similar?Regards,Pedro

I created a Custom Field (text type) and added them to a folder. Let’s call the Custom Field = A. I entered the text data into the custom field properties of a document in the folder. When running a Document report to retrieve the data, the report displays previous/historical data of the custom field B (note: custom field B was deleted and replaced with custom field A). Is there anyway to update the report display to show data entered into custom field A, which is the current setting of the document properties?