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Showing 202 of 2849

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

Ability to search for a smart object across all categories

It would be nice to have the ability to search for a smart object across all categories in both the Management and Designer sites. Currently, it is very inefficient to locate a smart object by visually eyeballing long lists.
Vikas Agnihotri over 3 years ago in K2 / Management 1 Under Review

Ability to Reset the Loop index

Need ability to reset a loop to restart it in the designer. This was requested before. https://community.nintex.com/automation-on-prem-3/loop-step-help-12013
Vernon Jardine almost 3 years ago in K2 / Workflow 0

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

Process level escalation function

Request for a process level escalation function so we can send the email or call SmartObject, GotoActivity, or Terminate the workitem. This is for long running process. The escalation might be 1 year away. There is deadline per stage but if the pr...
Peter Yao almost 3 years ago in K2 / Workflow 0

On Deleting a Form/View the Are you sure message should give form/view name

On Deleting a Form/View the Are you sure message should give form/view name
Jean Paul Galea over 3 years ago in K2 / SmartForms 0

Allow read-only workflow process review

Is there a way to open a workflow process in read-only mode? I don't want auto-save to be on when just doing a review of the workflow process. Prevents inadvertent changes. Preserves the actual last change date.
Peter Yao about 2 years ago in K2 / Workflow 1

Allow auto refreshing of Entra ID Token

We are currently integrated with Entra ID, using it as our Security Token Service (STS) and identity provider. Issue: The access token times out after 1 hour, triggering a 30-second timeout warning pop-up. If the user is away during this window, t...
JingKai 9 months ago in K2 / Identity 0

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

Update and Edit documents from K2 client

Customer wants this feature where they can update the content of documents that are uploaded to SharePoint. Currently, there is an option to update metadata onlly with the update document step in K2 workflows.
Nicolaas Swart over 1 year ago in K2 / K2 for SharePoint 0