Windward Core

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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  1. 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 Templates  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    This idea has been declined for development at this current time due to lack of votes. Thank you for your idea, and please submit any other suggestions you have to improve our products.

    Adam Austin
    Product Manager

  2. Generate HTML output in multipart MIME format

    One of the things we use the Windward Engine for is to generate HTML (based on templates) that is then sent out via email.
    But a lot of mail clients don't support the way the Engine handles <img> tags (with the src property as an inline base64 encoded string).
    Since multipart MIME is supported by many more mail clients, it would be great if the Windward Engine could generate its output in multipart MIME format!

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

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    Hello Reporter,

    We have reviewed this internally and decided to decline it for upcoming development due to lack of votes. That being said, we are also interested in this functionality and how it might enhance our products. We will keep our eyes on this idea in the future to see if it gains additional support or if similar ideas are entered. Thank you for your suggestion, and please enter any other ideas you have to improve our products.

    Adam Austin
    Product Manager

  3. 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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    0 comments  ·  RESTful Engine  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    This idea has been reviewed internally but has been declined due to lack of votes. Thank you for your idea, and please submit any other suggestions you have to improve the product!

    Adam Austin
    Product Manager

  4. 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…

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Brent,

    Thank you for clarifying. I will close this ticket as declined per your comment before. Thank you for the suggestion, and please submit any other ideas you have to improve our products.

    Adam Austin
    Product Manager

  5. 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  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    This idea was reviewed but was declined for development at the current time due to lack of votes. If this idea or a similar idea receives more votes in the future, we will review it again at a later time. Thank you for the suggestion, and please submit any other ideas you have to improve the product.

    Adam Austin
    Product Manager

  6. 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  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    I am happy to report that we have already accepted this idea under a different request! Please refer to this ticket for updates on the timeline for this idea: http://ideas.windwardstudios.com/forums/248503-windward-beta-program/suggestions/38862844-there-should-be-an-option-for-tag-output-of-qr-cod

    Thank you for your suggestion, I will close this ticket as declined since it is a duplicate.

    Adam Austin
    Product Manager

  7. Add support for page border functionality

    If I create a DOCX template with a border around the header and body but not the footer, the output adds the border around the footer as well. I'm attaching a sample template that demonstrates the issue and includes screenshots showing what is expected.

    Per Windward Support, Development says that the page border functionality is not currently supported by Designer. Since page borders are a pretty basic feature in Word, please look into adding support for all of the page border settings. While it's not critical functionality, it prevents me from designing reports with the precise output I want.

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

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  8. Change "Apply" and "Close/Cancel" in formatting window to "Save" and "Cancel"

    If I want to choose a new/different format for a tag, I have to find it, click Apply and then click Close. It would be more convenient to simply click Save when I've selected the format I want and have the window close automatically instead of having to click Apply, then click Close. Fewer clicks = happier users. :)

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

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    Hello Reporter,

    We have decided to decline this idea at the moment. I have put an item in the backlog so we can work on this in the future if we get the opportunity, but currently this is not a priority. If we do target the ticket, I will update this idea. Thank you for your suggestion, and please submit any other ideas you have.

    Adam Austin
    Product Manager

  9. Display header/footer with Out tag templates

    When using an Out tag as a BASE64_TEMPLATE type, the header and footer from a docx used as the template is not displayed on the generated output document.

    Import tags support this functionality, but we would really like to use Out tags for performance.

    3 votes
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    1 comment  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    This idea has been reviewed but declined for development. The reason is that we don’t expect implementing this functionality for the Out tag to result in performance increases. Storing these files on a fast file server is more likely to improve the performance of the template. This is our suggestion for improving the performance of this use case. Thank you for your suggestion and please submit any other ideas you have to improve our software.

    Adam Austin
    Product Manager

  10. Windward to support callout shapes

    Ability to generate an output containing callouts and other office shapes.

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

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  11. Information Tag

    Good morning,

    I believe it would be useful to have a new tag, that does not affect the output you generate, but that can be used to store information within your document. It would only contain a free text field wherein you can type 'whatever you want'. Would be useful for a work in progress ( storing notes), but also when a document is finished, to describe the process for when another user has to do adaptations to a file. I know it is technically possible to use a set tag for this, but I would consider it less confusing…

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

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  12. Support for test.salesforce.com

    With the Salesforce.com Datasource there isn't a way to switch the salesforce.com instance used to a sandbox instance.

    Sandbox instances use test.salesforce.com as opposed to production and developer instances which use login.salesforce.com to create the connection.

    Our template authors do not always have access to the production instance to do development of templates.

    Also we usually run User Acceptance Testing against sandbox instances.

    So without this functionality we are unable to develop or test new autotag templates.

    2 votes
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    2 comments  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    I am marking this idea as declined for development. I have entered a ticket in our backlog, and will keep an eye on this and similar ideas in the future. If we see more support for this idea and accept it as a result, I will update this ticket again then. Thank you for your idea, and please submit any other suggestions you may have to improve our products.

    Adam Austin
    Product Manager

  13. Automatic refresh of data sources

    We use XML as our data source and to test we change the values in that file. We then have to re-connect to the same file and save changes for it to be refreshed in Windward. This is a bit frustrating doing this over and over again so could it be automatically refreshed

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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    This idea was declined after undergoing our review process (please see Adam Jackson’s comment). Thank you for your feature request and we hope you will submit other ideas in the future!

    - The Windward Team

  14. Add option in designer to "save on preview" so we don't have to save every time we click preview.

    The title pretty much covers it. It's a pain to have to save the document every time I wan to preview a change. I understand some customers want this but many don't. So, have it ask to save be default but have an option you can check so the clicking the preview button will auto-save the documentment for you.

    2 votes
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    0 comments  ·  Word Templates  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

    I have entered this issue into our backlog and related it with similar requests to reduce unnecessary clicks when using the Designer. We will re-visit all these requests together, and I will update this ticket again if we target this for a specific release. until then, I am closing this ticket as declined. Thank you for your suggestion, and please submit any other ideas you have to improve our products.

    Adam Austin
    Product Manager

  15. The below query is not accepting in winward. I think, Winward needs to fix this. SELECT a.id AS id, b.id AS aid FROM a JOIN b ON a.id=b.re

    The below query is not accepting in winward. I think, Winward needs to fix this.

    SELECT a.id AS id, b.id AS aid
    FROM a JOIN b ON a.id=b.referenceid;

    1 vote
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    1 comment  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Bursting - the Java Engine should be able to email sections/pages to different people.

    This would allow a user to run a deposit slip report and have each page generated and emailed out to the individual the slip is for.

    Or a company report divided by department with each departments section automatically emailed out to the department head.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello Reporter,

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

    Adam Austin
    Product Manager

  17. Generating Policy Schdules

    Hi,
    I am trying to evaluate this software and see if it works for me.
    I need to create a template of a policy schedule.
    then, with a call, execute the template with the requested parameters and generate, mail and save a policy schedule. what am I missing here>

    1 vote
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    0 comments  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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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    declined  ·  1 comment  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 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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    1 comment  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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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

  20. Use a value from an XML file to determine conditional formatting values like colocell or others

    Be able to use a tag element value to define conditional formatting parameter value:

    Something like this:
    <wr:out select=”!/root/ap/qu/elements/c_clau1” condition=”=TRUE::cellcolor!!!/root/ap/qu/elements/c_color::false”/>

    Instead of:
    <wr:out select=”!/root/ap/qu/elements/c_clau1” condition=”=TRUE::cellcolor!!ff8800::false”/>

    1 vote
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    0 comments  ·  Windward Designer  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello reporter,

    We have reviewed your request, and are also interested in this functionality, but are waiting until more interest is expressed to work on this. If we see the community express more interest towards this functionality and similar functionality we will review this again. Thank you for your idea and please submit any other suggestions you have to improve our products.

    Adam Austin
    Product Manager

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