Windward Beta Program

To truly succeed, we need your help.

Why you?

Because no one knows the products better than you, our customer. To deliver the best, most comprehensive software possible, we need to understand how you’re using our products today and how you anticipate using them tomorrow.

Your opinion counts at Windward.

It always has.

In this spirit, we’re launching our new Windward Beta Program as a way to standardize our testing and feature collection. As a member of this program, you’ll have exclusive access to the Windward Beta community and features portal.

Together we’ll pave the Windward road-map.

  • Hot ideas
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  • My feedback
  1. Include multiple templates in Office (DOCX/XLSX) output

    We would like the ability to include multiple reports in a single Word or Excel document without having to have everything in a single template. For example, many of our users have a cover page, cover letter, quote summary, quote details and other reports that they may or may not include in a proposal. This is fine in PDF, but only one report at a time may be selected in Word/Excel format. For various reasons, we encourage users to choose PDF output, but sometimes they need access to the other formats and currently have to generate one document at a…

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    1 comment  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →
  3. RESTful Engine Error Response

    While processing through a dataset I use the following code:
    if(report.GetStatus() == Report.Status.Error)

    What needs to be added is a way to see and report back to the user what failed. Why is the report in an error state.

    6 votes
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    1 comment  ·  RESTful Engine  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Reporter,

    I wanted to follow up on this suggestion. We have made many improvements to the RESTful Engine in recent years, so I wanted to ask if this was still an issue for you. We are looking to improve our errors in the future to be more clear, so if this is still an issue we will consider adding it to that effort.

    Thank you for your suggestion.
    Adam Austin
    Product Manager

  4. Add Duplex option to the DirectoToPrinter method

    Allow the output when using the DirectToPrinter method to be printed double sided.

    5 votes
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    0 comments  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  6. Designer support for MSWord Comments

    When generating reports we would like AutoTag to provide the ability to create MSWord comments. Our reports can be quite large and require QA reviews. As part of our JSON we include a comments/notes structure. We'd like to take that JSON element and create a comment.

    5 votes
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    1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →

    Hello reporter,

    Could you please provide some more information on what kind of functionality you are looking for: making your comments in MS Word? The comments you have in your data, do you want them to appear as comments on the output? Are you wanting comments in your data to be shown in the template instead of the output?

    I look forward to hearing back from you.
    Adam Austin
    Product Manager

  7. Allow XML data source to be searchable

    We want non-technical business users to be able to author simple letter templates using an XML data source. Currently, the template author has to know the XML structure in order to be able to drill down to select their desired element in either the tag builder or the data bin.

    I would like my users to be able to search the XML structure. For example, if they want to include the customer's name in their letter, they could type in 'name', which would filter the XML elements displayed to them. The choice between /order/customer/name and /order/product/name then becomes obvious for…

    5 votes
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    0 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Brooke!

    Search tree functionality has officially been added to the Tag Editor and released in 16.5.0. The same search functionality is targeted to be added to the XML Wizard in 16.7.0.
    Thank you for your request!

    Adam Austin
    Product Manager

  8. Excel dropdown lists not rendered in generated output

    Would like Excel Drop-down Lists to be available in generated output. Currently available in Word templates that can be used in both Word and PDF output but not able to do this with an Excel template.

    4 votes
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    0 comments  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  9. Per Report Configuration for Engine

    I had to add "layout.document=off" in the web config file of .NET engine to enhance the performance of report creation. Time duration to create a particular report came down from 31 minutes to 7 minutes.

    Unfortunately, the config parameter "layout.document=off" is not suitable for all types of reports.

    In this context, per report config parameter setting would be useful, meaning the support for -

    1. "Overriding configuration of .NET/Java Engine from external program at run time"? AND

    2. Sending report specific configuration to the RESTfulEngine.

    would be rescuer in the above situation.

    Without this feature, product (Engine) is putting constraints…

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Reporter,

    We have reviewed this idea internally and I am happy to report that it has been accepted for development! I will update this ticket again when development begins on the functionality. Thank you for your idea, and please submit any other suggestions you have to improve our product.

    Adam Austin
    Product Manager

  10. Add support for Office table styles to Excel templates.

    Currently, Office default table styles are not supported in tables in Excel templates, and don't appear in output generated from those templates. Formatting tables in Excel templates is basic functionality expected by Excel users, and limits the formatting options available for output generated from Excel templates.

    4 votes
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    1 comment  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  11. Highlight corresponding open and close tags when selected

    Similar to how code editors will highlight a closing bracket when an open bracket is selected (and vise-versa) to easily determine what is contained in the brackets and identify the scope of everything, I think it would be useful if the same idea was introduced with tags. For instance if a user selects and open foreach tag, then the corresponding closing foreach tag would also be highlighted.

    This would make it a lot easier with massive templates and a bunch of loop and if-conditional nesting to find what belongs to what loop or conditional. This way if a conditional block…

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  12. Possibility to add HTML header information for email templates

    Would be a big improvement to have the possibility to add HTML header information when creating an e-mail template, to define following fields of the email:
    - From
    - To
    - Subject
    When creating a letter-template, it's easy to add address information on the template, as the address is printed on a letter.
    More and more communications are sent via email. Windward should provide the possibility to add HTML header information. Adding Tags in the HTML header would give us the possibility to add ‘invisible’ but needed tags on a template.

    3 votes
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    1 comment  ·  Word  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    1 comment  ·  Word  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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    under review  ·  1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  15. 3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Improve Import tag handling of bad/missing data

    Currently, if the Import tag is passed bad data (e.g. an image file doesn't exist or is an unsupported format), the only apparent way to prevent the report from breaking altogether is to set a default image. But what if we don't want a default image and just want the tag to be ignored if it doesn't like the data? Or what if the default image to be shown is also data-dependent?

    I suggest two improvements:

    1. That instead of displaying a default image, the tag could optionally be ignored altogether. In many cases, it would be preferable to have…

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow for dynamic drop down based on amount of returned rows

    Currently, when a drop down is created in a cell (static or dynamic) the drop down is removed when the report is generated.

    Either add a Windward drop down function (ideal), or support Excel generated drop downs.

    Another helpful addition to this would be to make the drop down options distinct (optional, chosen by user).

    3 votes
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    1 comment  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  18. Need to have an ability to turn a link to QR code and printed from template

    Need to generate QR code from url link on a document. Thank you!

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  19. Would like the RESTful engine to be able to return plain text instead of base64 encoded response for CSV output

    Would like the RESTful engine to be able to return plain text instead of base64 encoded response for CSV output requests. Currently, all responses are returned base64 encoded which wouldn't be necessary for a CSV report just plain text would be better.

    3 votes
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    under review  ·  0 comments  ·  RESTful Engine  ·  Flag idea as inappropriate…  ·  Admin →
  20. HIDE/SHOW TAG with Flag for keeping/not keeping CALCULATIONS

    A TAG to hide all what is coming up after this TAG, this could be a large calculation, tables etc. A TAG to put at the end to show again what is coming after. This could be the same TAG with a hide/show flag.

    In the same TAG we could have an additional flag if the calculations between HIDE/SHOW are active or not.

    If would be very helpful if we could put this TAG between IF/ELSE/END_IF.

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
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