Ideas

Showing 212 of 2850

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest almost 4 years ago in Documents / Lightning Experience 2 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

3 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

4 VOTE

Forms/views versioning and ability to roll back

K2 cloud currently tracks versions of views and forms but does not have ability to roll back to earlier versions. Please provide option to add comments/labels to forms/views at the time of check-in or publish and allow to rollback to previous vers...

Ajay Mandke almost 2 years ago in K2 Cloud / SmartForms 0

4 VOTE

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

9 VOTE

Excel import to SMO

Please consider adding native functionality similar to the old Community broker that allowed you to import Excel data into a Smart Object. We really miss that.

Guest over 4 years ago in K2 Cloud / SmartObjects 2 Planned

6 VOTE

Implement Security Configuration for K2 Workspace Menu Items

It will be useful to be able to implement security configuration on specific menu items in a K2 Workspace to allow visibility to users from specific groups. This would enhance the dynamic nature of the workspaces.

Steven Oberholzer almost 3 years ago in K2 Cloud / Workspace 1

6 VOTE

Ability to report against archived data

Archiving data is needed in some cases due the performance relating to the amount of K2 reporting data in the db, but this renders the data archived useless, we need a way to archive and then report against that archive db data in both Onprem and ...

Vernon Jardine almost 3 years ago in K2 Cloud / Other 0

13 VOTE

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest over 6 years ago in Documents / Lightning Experience 0 Open for voting

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