Ideas

Showing 166 of 2849

Enhanced Search Functionality in SmartForms List View and Quick Search

Enhancement of search functionality to support fuzzy, phonetic, or typo-tolerant search in List Views or Quick Search to better mirror technology advancements found in most apps which users are accustomed to.

Guest 2 months ago in K2 / SmartForms 0

20 VOTE

PDF File Viewer (for Preview Purpose)

A PDF displayer on K2. Currently I make use of a custom made PDF Viewer that makes use of an iFrame HTML tag that reads the PDF's base64. However, the only concern is that should the Base64 be bigger than a certain amount of characters, the pdf wi...

Mauritz Langeveld about 4 years ago in K2 / SmartForms 1 Under Review

14 VOTE

Show change date on rules an make it sortable

When editing views and forms and searching for rule changes from a specific data range, it would be very helpful to see the change date of the rules in a separat column. It would also be great to have the possibility to sort by change date like in...

Steffen Schmidt almost 3 years ago in K2 / SmartForms 0

15 VOTE

Being able to attach a version of the form to a version of the workflow

When we add a new action on an existing form/workflow (ex: adding "sending back to requestor" on existing "Approve/Reject" actions), When deploying the solution in PROD, the ongoing workflow instances are based on an older version that don't have ...

Amanda Moumen about 3 years ago in K2 / SmartForms 0

9 VOTE

Undo button in designer

when designing something, we try out many things, some work out, some dont so we get back a few steps and redesign. In k2 designer we scrap all already implemented ideas since the last checkout because a change of table didnt work out as expected ...

Guest almost 2 years ago in K2 / SmartForms 0 Started

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

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 10 months ago in Documents / DDP Management and Creation 0 Open for voting

18 VOTE

Allow Form and View Rules to be Moved or Alphabetized and Include Comments

In forms with many views and unbound rules it can be difficult to find and understand how rules are being used. It would be helpful and significantly reduce eye movement on the screen if rules could be moved up and down or alphabetized within the ...

Brian Andersen almost 4 years ago in K2 / SmartForms 0

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 5 months ago in Documents / Lightning Experience 1 Reported as bug

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