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Some of our most innovative features originate with the users of our software. Please use this forum to submit ideas for new features and enhancements to existing features. The more votes from users from different Customers an idea receives, the more likely the feature will be added in the near future.


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120 results found

  1. Support additional 'Advanced' options for set tags

    set variable tags currently have limited options in terms of setting options.
    I recently needed to add a default value to a Set tag and this was possible by editing the tag but not possible through the Wizard (however it is possible for Out tags to do this)

    3 votes
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    Hello Robert,

    I have entered a ticket for your request, but since this request has not received additional votes for quite a long time, I will need a demonstration of wider user need before I prioritize this for development. I will be setting this request to declined, but will revisit it to check if other users demonstrate need.

    Thank you for your idea, and if you have any other suggestions, please don’t hesitate to enter them!

    Adam Austin
    Product Manager

  2. acrofield Signature support

    We could really use support for inserting acrofield for Signature to docx templates as it would be generated to pdf output.

    I do not know any workaround to achieve this.

    3 votes
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    Hello Reporter,

    We have reviewed your suggestion internally but have declined it for development due to lack of votes. Thank you for sharing your idea and please submit any other suggestions you have to improve our products!

    Adam Austin
    Product Manager

  3. Dynamic Word Charts

    It is useful to re-use templates and just connect them to a different (similar) datasource. However depending on the values, charts can stop displaying properly. Legends may get cut-off for example.
    It would be nice if charts were smarter and automatically adjusted to new data.

    3 votes
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  4. Tags inserted into a template should automatically adopt the output to default style of the Word doc rather than Times New Roman size 12

    An annoying and time consuming to eradicate 'feature' when auto-tagging into Word is that tags inserted into the template, default to Times New Roman size 12, rather than taking on the font style and size of the whole template ie. normal default.

    This applies to both, in the actual template and more annoyingly in the output file generated.

    3 votes
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    declined  ·  1 comment  ·  Word Templates  ·  Admin →
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  5. Every time I change a variable name inside a Set tag, AutoTag prompts me if I want to update all tags. Can you please add an option to disab

    Every time I change a variable name inside a Set tag, AutoTag prompts me if I want to update all tags. Can you please add an option to disable this prompt? It slows me down when I am trying to make changes to a lot of tags.

    7 votes
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    Hello Reporter,

    We have reviewed your suggestion internally but have decided not to target it for development. That being said, we will keep our eyes on this ticket in the future, and if we see additional support for this, we will re-consider it for development. Thank you very much for your suggestion, and please enter any other ideas you have to improve our products.

    Adam Austin
    Product Manager

  6. Make Find/Replace work in header/footer

    AutoTag's Find/Replace works great in the main body of a Word document (for example, when a data source is renamed and you need to update the tags that use it), but it doesn't change anything in the header or footer. This isn't very user-friendly. A sample is attached that replicates the issue.

    I understand this is due to limitations of the Word/Office API, but if this can stay on the radar as something to fix if the Office API gets better, that would be great.

    5 votes
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    Hello Reporter,

    I am happy to report that this functionality is already supported in the Windward Designer! Perhaps this functionality was added since this ticket was entered. Please return to a newer version of the Designer and try this functionality. If you see any issues, please contact our support team to enter a bug. Thank you for your idea, and please submit any other suggestions you have to improve our product.

    Adam Austin
    Product Manager

  7. Windward Tags need to support Tick Mark

    We have bought your software windward tag and about to go live and the pdf needs to mandatorily support tick mark instead of x mark.

    Windward Support Team,

    We have checkboxes to design user choices in Auto Tag Windward form, but when we generate the pdf , windward is not generating a user friendly checkbox UI element as part of pdf generation. Windward puts a x mark what we need is a tick mark

    In the attached image it is indicated very clearly that at the top section where there is a x mark is what windward generates .

    However…

    6 votes
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    declined  ·  1 comment  ·  .NET Engine  ·  Admin →
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  8. Enable double-clicking a tag in the footer to open the Tag Editor

    Currently, if you double-click a tag in the header or main body of a Word document, the Tag Editor window opens. This is not true in the footer. A workaround is to double-click the footer tag, then double-click somewhere on the doc outside the footer, but this is not user-friendly and is not consistent with the functionality in other parts of the document. A sample is attached that replicates the issue.

    I understand this is due to limitations of the Word/Office API, but if this can stay on the radar as something to fix if the Office API gets better,…

    1 vote
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    Hello Reporter,

    We have reviewed this idea internally, but it has been declined due to Word API limitations. Since we can’t offer this functionality due to the limitation, we recommend opening tags in the header and footer using the “Edit Tag” button in the ribbon. Thank you very much for your idea, and please enter any other suggestions you have to improve our product.

    Adam Austin
    Product Manager

  9. Throw exception if document output = Null

    If I design a template, and the output results in no content displayed, can Windward send a system-level notification (e.g. throw an exception in the Java engine)?

    Ideally, if the output is null, no document would be generated or sent, or Windward would communicate that the document is blank.

    6 votes
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    Hello Reporter,

    We have reviewed this idea internally but it has been declined for development. We recommend that you check the variables for your output document that could cause it to output a blank document and use this information to make a decision before document generation instead of responding to an exception afterwards. Thank you for you suggestion, and please submit any other ideas you have to improve our product.

    Adam Austin
    Product Manager

  10. Use pod without formatting

    I would like to be able to use a pod but retain the formatting of the destination template document and ignore any formatting from the pod (or not even store the formatting in the pod). In particular, in Excel I only want to be able to put an OUT tag into a cell from the pod bin and keep the formatting of the cell.

    The current workaround (in Excel) is:
    create a pod based on a single tag
    Put the pod into a cell in the new document in a temporary sheet
    Copy the cell text then paste into the…

    1 vote
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  11. Bring back the Gauge Tag

    While there are a lot of chart options available in version 14 of Auto Tag, as well as native Word charts, we would love to be able to use gauges for certain data depictions. Are there any plans to bring this tag back?

    6 votes
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  12. wizard can't be used to specify repeated nodes

    If we have repeated sections e.g.
    <payments>
    <payment>
    <StartDate>30/07/2015</StartDate>
    <NumberOfPayments>1</NumberOfPayments>
    <Frequency>Monthly</Frequency>
    <Payment>4824.8207</Payment>
    <EndDate>30/07/2015</EndDate>
    </payment>
    <payment>
    <StartDate>30/08/2015</StartDate>
    <NumberOfPayments>35</NumberOfPayments>
    <Frequency>Monthly</Frequency>
    <Payment>696.29</Payment>
    <EndDate>30/06/2018</EndDate>
    </payment>
    </payments>

    And we want to specifically pick a value for the second repeated section we can tag this using payment/payment[2]/EndDate
    This cannot be done through the wizard.

    6 votes
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  13. Blank page detection

    A way to identify if blank pages could appear if a loop that spans multiple pages. Or a way to remove blank pages.

    We have been having issues surrounding this and have had many defects raised around blank pages appearing in bulk bills.

    Thank you
    Adam

    Ticket number for support reference #18122

    8 votes
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    Hello Reporter,

    We have reviewed this suggestion internally but we have decided to decline it. The reason is that our software is designed to do exactly what the template specifies. This can result in tricky behavior with empty or sparsely populated pages appearing in output, but usually this is a result of the template design and not due to the software. As such, we encourage users in this situation to re-visit their template design and try to resolve the issue there. Thank you for your idea, and please enter any other suggestions you have to improve our products.

    Adam Austin
    Product Manager

  14. 3 votes
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  15. 9 votes
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    Hello Reporter,

    We have reviewed this idea internally but have decided to decline it for development. That being said, we are also interested in this functionality. We will watch this ticket in the future and other requests, and if we see more interest in this functionality in the future, we will consider it for development again. Thank you for your suggestion, and please enter any other ideas you have to improve our products!

    Adam Austin
    Product Manager

  16. Allow drag-and-drop of stored procedures from the Data Bin

    There is already a Wizard for specifying the parameters that get passed--why not be able to drag in a table that gets pre-populated based on the number of fields returned, the same way that dragging a table or view from the Data Bin works?

    7 votes
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    declined  ·  1 comment  ·  Admin →
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  17. Improve PPTX Layout Functionality

    Create ability to specify which PPTX controls reside within a forEach loop, absolute positioning of controls and images, and simple layout functionality that allows looping without using tables.

    10 votes
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    Hello Reporter,

    We have reviewed this suggestion but declined it for development since some of this functionality is already supported. We can only support associating tags in a template to a forEach loop, not objects that are absolutely positioned in the template that are not tags. To specify what forEach loop a tag should appear in you can use the anchor property that is supported for tags as charts and bitmaps. This will allow you to absolutely position the bitmap or chart tag and then specify what forEach tag it should appear under. Please read more about the anchor property here: https://ohana.windwardstudios.com/m/76878/l/1058495-how-do-i-use-the-anchor-and-var-properties-in-16-2

    Thank you for your idea, and please submit any other suggestions you have to improve our product.

    Adam Austin
    Product Manager

  18. Create functionality in Java Engine to skim document template variables/nodes

    As per Request #12304, only AutoTag is able to skim the variable paths from the document template. Java Engine does not have a method/functionality to retrieve all the variable paths ('Data/books/authorName'). WIll you be able to cater this request in the Java Engine? Thanks!

    9 votes
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  19. formatting to respected currency (not all that are available as basic excel formats are available in windward)

    we do business in 3 region and use different mode of currency payments such as USD, GBP, EUR and AED.

    when building templates with relevant information that goes to finance teams for analysis i used windward(autotag) in excel linked to my SQL database. i have to created templates that are currency specific i.e. if the product was sold in GBP i have to produce all sales and expenditures towards the product in their respected GBP currency. (e.g. £1,100.56)

    i have noticed that AED is not a current format that windward allows me to convert the figure too. however this feature…

    1 vote
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    Hello Reporter,

    This idea has been reviewed internally but declined due to lack of votes. Additionally, the workaround commented before hopefully solves the problem! Thank you for your suggestion, and please submit any other ideas you have to improve the software.

    Adam Austin
    Product Manager

  20. OfficeToPDF, eliminate Word startup

    Using the OfficeToPDF feature involves significant additional time and part of it seems to involve the startup of Word application. Suggestion is to have a running instance in the background and use it for all related requests/processing.

    1 vote
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    1 comment  ·  .NET Engine  ·  Admin →
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    Hello Reporter,

    We have reviewed this idea internally but it has been declined for development due to lack of votes over the last year. Thank you for your suggestion, and please submit any other ideas you have to improve our products.

    Adam Austin
    Product Manager

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