Ideas

Showing 133 of 3010

Add favicon to SmartForms

I think there should be an easy way to set the favicon for our SmartForms. Maybe even through the style profile.

Danny Knudsen over 1 year ago in K2 Cloud / SmartForms 1

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

4 VOTE

Complete REST broker and Workflow API Integration

Please fully integrate the REST broker and Workflow API. At this time it is only possible to interact with the workflow API in a limited fashion. We need the ability to update workflow variables when using the perform a custom action call.

Josh Sutton almost 3 years ago in K2 Cloud / Workflow 0

5 VOTE

Add a filter for Transfer Data to only show the selected controls in K2 Designer

When designing a SmartForm, the Transfer Data action shows the developer a list with all parameters and controls on the SmartForm and included Views. When there are a lot of items it is hard to see which controls are used in the Transfer Data acti...

Harm Wieringa over 3 years ago in K2 Cloud / SmartForms 1

2 VOTE

Be able to search all the dependencies for a role

When the application is complicated, it's hard (tedious and time-consuming) to find all the usages for a role in the forms, views, and workflows. It will be very helpful to have a tool to query the K2 database or something to quickly return the re...

Wei Liu over 1 year ago in K2 Cloud / Other 0

7 VOTE

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 about 5 years ago in Documents / DDP Management and Creation 0 Open for voting

12 VOTE

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 almost 9 years ago in Documents / DDP Management and Creation 0 Planned

4 VOTE

text input fire onEnter event after get the enter key

As today UXUI design we want user friendly, in the case user must key-in many infomation we might need to help them by automatic provide them some information after they type-in then enter, the onEnter event will help a lot for this case.

Guest about 3 years ago in K2 Cloud / SmartForms 0

4 VOTE

Manage JavaScript files independently of Style Profiles

It would be useful to be able to add references to JS files scoped to specific forms similar to how it is done with Style Profiles for purposes other than styling. Currently we can do this via the Style Profiles tab but this makes the JS global in...

Nicholas Stalberg about 3 years ago in K2 Cloud / SmartForms 0

4 VOTE

Option to Hide a Workflow Task from K2 Workspace

USE CASE: We have many instances where we need to assign tasks to groups of users that could sit with them for an extended period of time. When this happens we build a custom dashboard through a list view for those users to interact with their tas...

Josh Sutton about 3 years ago in K2 Cloud 1

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