Ideas

Showing 146 of 2849

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 19 days ago in Nintex Apps / Nintex Apps for Salesforce 0

63 VOTE

Ability to Unlock Smartforms, Forms, Views, etc...

We need to be able to unlock items that are checked out and/or locked for editing in the designer. If an individual has items locked and goes on vacation then this causes major issues - especially in K2 Cloud. There is the ability for the creator ...

Guest about 3 years ago in K2 Cloud 1

6 VOTE

Optimize Workflow Size by Referencing SmartWizard Definitions

I'm logging this idea on behalf of Pieter Cronje (pieter.cronje@nintex.com) who did not have access to the Ideas Portal at the time of posting this idea. To reduce costs and improve system performance, especially in cloud environments, we should ...

Neil Craig 6 months ago in K2 Cloud / Workflow 0

1 VOTE

Allow integration user license for Nintex Salesforce integration

Many Salesforce orgs have integration licenses included with their Salesforce orgs, and it would be incredibly valuable to use an integration license rather than a full Salesforce license to connect Nintex. That would allow us to use a unique user...

Stephanie Stoddard about 1 month ago in Nintex Apps / Nintex Apps for Salesforce 0

12 VOTE

System Variable to fetch the URL of the Active SmartForm

There are situations when same K2 site is hosted on internal and external platforms into production. But, to identify the current URL at runtime is not possible as of now. Using JavaScript has been an option but it doesn't assign the value to a da...

Guest over 1 year ago in K2 Cloud 0

16 VOTE

Workflow Redirect Reports

We frequently have users redirect/delegate tasks to other users, as well as items that are worked through OOF (Out of Office Forwarding). Is there a way for me to extract or report on that information? For example, we have specific approvals that ...

Danny Knudsen over 2 years ago in K2 Cloud / Management 2

20 VOTE

Edit variables of in-progress workflows

We would like to see a way for an admin to edit the variables of workflows that are in-progress. We have some long-running workflows that occasionally need a variable adjustment. It is very inconvenient for the users to have to start the workflow ...

Danny Knudsen about 3 years ago in K2 Cloud / Workflow 1

49 VOTE

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...

Guest almost 9 years ago in Documents / DDP Management and Creation 12 Not Planned

15 VOTE

Customize Notification Sent To Delegate User

The ability to customize this email would prevent confusion by users as the current email is not discriptive and looks like phishing attempt. Currently the email reads: "Hi [User Display Name], You've been forwarded a Task: Open Task Powered by K2...

Guest about 3 years ago in K2 Cloud 1

12 VOTE

Multi File Attachment Drag And Drop Control for K2 SmartForm

Can we deploy the custom feature of drag and drop control for attachments? And then ability to upload multiple attachments at one time? Business is requesting to have this feature for many forms. Please consider this as high priority.

Santhosh Krishnan over 2 years ago in K2 Cloud / SmartForms 1 Under Review

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