Ideas

Showing 132 of 2996

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 about 2 months ago in Documents / Setup and Configuration 0

49 VOTE

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 about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

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

1 VOTE

Workflow reuse across sites

The customer has a SharePoint site structure where multiple subsites use identical lists (“Pages,” “Documents,” and “History”), all with the same schema, permissions, and functionality. They want to develop a single workflow and form that can be r...

Nicholas Kotze 3 months ago in K2 / K2 for SharePoint 1

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

1 VOTE

Manual Start Workflow Option in SharePoint

Our Customers often start Workflows manually from the SharePoint context menu. It would be very helpful to create a new entry in the menu to start a workflow or change the sort order of the k2 workflow dropdown list.

Guest 3 months ago in K2 / K2 for SharePoint 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

1 VOTE

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 4 months ago in Documents / DocGen for Salesforce 0

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

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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