Ideas

Showing 212 of 2849

Disable SmartActions on Specific Workflows

We would like to be able to disable SmartActions on individual workflows. We want to prevent users from being able to reply to the notification emails with "Approve" without even opening the form for review. It's fine in some scenarios, but can al...

Danny Knudsen over 3 years ago in K2 Cloud / Management 2 Already Exists

1 VOTE

Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...

Kumar Krishnan over 3 years ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Update, add, and give examples on how to connect to API's and Integrations

There are no clear instructions on how to integrate different types of API's to K2 Cloud. If there are instructions, they are not clear or not up to date. I recently tried to add MS Teams integration, and all the resources I could find are out dated.

Guest over 3 years ago in K2 Cloud / Integration 1 Already Exists

1 VOTE

Allow Quick Search on list views to search based on what is shown

The quick search currently only sorts based on the Data that is put into the the field. For Example if I have a Currency value stored as text like "$123,456.78". If I wanted to find that value I would have to include the Commas when searching for ...

Guest almost 4 years ago in K2 Cloud / SmartForms 0

1 VOTE

Workspace URL - Open Web Link in a new tab

In a custom K2 Workspace menu, I can create a new Link item and specify a Web URL I want to go to. It would be great if I could also specify where I wanted that link to open, in the workspace view (which is where it opens now) or in a new tab or w...

Guest almost 4 years ago in K2 Cloud / Workspace 1

1 VOTE

Build API into Drawloop that can be called by using apex only

It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...

Guest almost 4 years ago in Documents / Document Automation 1 Open for voting

1 VOTE

Allow Opportunity Contact Role to serve as starting object

Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

Guest about 4 years ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Introduce pub sub (eventing) to bring K2 into Enterprise Architecture

With the trend of enterprise architecture, it would be nice to have K2 to be able to plug into our enterprise architecture using standard pub/sub (eventing) standards.

Guest over 4 years ago in K2 Cloud / Integration 0 Not Planned

1 VOTE

Save Photos taken in the K2 app or web form to users camera library

User was completing a sample and sent it off and there was a bug or glitch that lost the sample. This bug is not the request, user figures this will happen from time to time, and in order to quickly redo the sample, he requests that all photos tak...

Guest over 4 years ago in K2 Cloud / Workflow 1 Not Planned

1 VOTE

Option to Wake Sleeping Workflow Tasks

Situation: A member of staff has put some of their tasks to sleep, and has now gone away on leave and their tasks have been delegated to somebody else. Some of the tasks that have been put to sleep need to be updated, but there currently does not ...

Guest over 4 years ago in K2 Cloud / Management 0

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