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Showing 224 of 2855

Filter option for hiding Image files within Document Registry

We have a problem with our Document registry that is highly cluttered with image files. Of our approx 3100 documents, 2800 of them are images that have poor filename conventions. This is having a significant impact upon the usability and perceived...
Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 5 Not Planned

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Date Column in Export to Excel feature

Currently, the listview with datetime column exported is converted to UTC timezone without acknowledgement to user. (Like no UTC word or anything in exported col) However, the user always intends to export listview data based on WYSIWYG. Since Exp...
Nirav over 2 years ago in K2 / SmartObjects 0

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest about 4 years ago in Documents / Setup and Configuration 0 Under Review

Override Review Date in Documents

To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Document Upload - Order Process Group dropdown by Group rather than alphabetically

It's currently impossible to work out which sub-group youll associate document to because of the way the drop down is sorted. Can we see this as SERVICE > Administration for example
Guest almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

GPDR related data deletion not available

Apparently there is no official way to remove the serverlog data of completed process instances, but the system saves the name and FQN of the originator of any process in those tables. So basically this means K2 is not GPDR compliant which is quit...
Joachim Dobler over 1 year ago in K2 / SmartObjects 0

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben almost 3 years ago in Documents / Document Automation 0 Open for voting