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Showing 144 of 3009

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

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 over 7 years ago in Documents / Lightning Experience 0 Not Planned

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 11 months ago in Documents / DocGen for Salesforce 0 Reported as bug

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 11 months ago in Documents / DocGen for Salesforce 0 Open for voting

Tabbing through the editable columns in an Editable List View

We need a feature to tabbing through the editable columns in an Editable List View.
Guest almost 4 years ago in K2 Cloud / SmartForms 1

Style Profile - Way to style out of the box workflow views

In out SmartForms/Workflows we typically like to use to the out of the box workflow view provided by the wizards. It saves us a lot of time configuring rules.We have started moving everything to the new Stlye Profiles, and have realized that the w...
Danny Knudsen almost 2 years ago in K2 Cloud / SmartForms 0

Add Last Calendar Year and Academic year values under generic fields on Field Tagger

No description provided
Guest almost 2 years ago in Documents / UX/UI 0 Open for voting

Ability to define dropdown values as literal

Have the ability to define the dropdown display as literals so we can style the values displayed with bold, italic etc. much like a data label literal.
Paul Konieczny almost 3 years ago in K2 Cloud / SmartForms 0

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
Guest about 4 years ago in Documents / Document Automation 0 Open for voting

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest about 5 years ago in Documents / UX/UI 3 Open for voting