Ideas

Showing 144 of 3009

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 almost 3 years ago in K2 Cloud / SmartForms 1 Under Review

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

Brent Byhre 3 months ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...

Robert E 3 months ago in Documents / Setup and Configuration 0

16 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 3 years ago in Documents / Document Automation 0 Open for voting

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest over 9 years ago in Documents / DDP Management and Creation 5 Open for voting

11 VOTE

Duplicate or Copy and Paste Form Rules

We find ourselves sometimes needing to duplicate rules in the form designer. Having the ability to duplicate form rules and then move them to other states would save us a lot of time. Alternatively having the ability to 'copy and paste' a rule int...

Josh Sutton about 3 years ago in K2 Cloud / SmartForms 0

4 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

9 VOTE

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.

Guest over 2 years ago in Documents 0 Open for voting

5 VOTE

Multi File Upload control

80% of solutions that i have worked on the requirement came up to have a multiple file upload control with drag and drop. It would be an awesome feature to implement.

Vernon Jardine over 1 year ago in K2 Cloud / SmartForms 0

5 VOTE

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...

Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

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