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Showing 166 of 2849

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
Jayashankar Ganji 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

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

Display the Last ModifiedDate and ModifiedBy in a SmartForm?

Currently, there is not an out-of-the-box SmartObject that can display the last ModifiedDate and ModifiedBy in Smartforms. For example, we have this in a system smartobject for Designer: SmartObject Explorer\System\Management\Forms\SmartObjects\co...
Nicolaas Swart over 1 year ago in K2 / SmartForms 0

View all rules dependent on a control or expression

Being able to visualize all rule dependencies when selecting a control or expression could greatly improve maintainability of smart forms. Having to drill into each rule and then into many statements within the rule to find dependencies can be a b...
G Andrews almost 3 years ago in K2 / SmartForms 0

Being able to search on the content of the smartform rules

When we investigating on issues on Smartforms, it will be very usefull to be able to search on rules. It is possible to search at the moment but only on the title of the rule and not to find which rule contains a "show message" for example.
Amanda Moumen about 3 years ago in K2 / SmartForms 1

Make Rule comments visible

Allow the first 100 chars of rule comments to be visible when configuring rule steps
Guest over 3 years ago in K2 / SmartForms 0

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

Auto-complete control improvements

Currently the auto-complete control uses a "contains" approach which is fine if the data-soruce is something like a local sql table. However, if we want to provide the text of what's being typed to a smartobject call and select from the results of...
Ashley Evans 6 months ago in K2 / SmartForms 0

Bulk show and hide controls rule

It would be cool to have a single rule to show / hide form controls that can handle Mutiple controls at once instead of having one rule for each control. Hide/show is used a ton in any design imo.
Vernon Jardine almost 2 years ago in K2 / SmartForms 0

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest over 2 years ago in Documents / 3rd Party Integration 1 Open for voting