Ideas

Showing 239 of 2849

Smartaction can capture additional notes or comments when acted via email

Smartaction will be able to capture notes when acted upon via email (i.e. Approve This is a good idea; Reject Not a good idea). Any notes after the action (i.e. Approve/Reject) can be captured by the workflow. This function is similar to Nintex' A...

Jeff Tapaoan over 1 year ago in K2 Cloud / Workflow 1

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

K2 Snowflake Integration

K2 should support integration with Snowflake. My company is moving from SSMS to Snowflake and I will not be able integrate outside of a REST broker to use snowflake's SQL API using keypair auth (JWT). This would be a significant effort.

Guest almost 4 years ago in K2 Cloud / Integration 3 Not Planned

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

1 VOTE

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

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

5 VOTE

Multi File Upload control

80% of solutions that i have worked on the requirement came up to have a multiple file upload control with drag and drop. It would be an awesome feature to implement.

Vernon Jardine over 1 year ago in K2 Cloud / SmartForms 0

10 VOTE

Possibility to change the sent from address of mails from K2

At the moment, when we send a mail via K2 to one of our customers, the sending mail is something like M23W83@onk2.com. That looks like a spam mail adress and we can only change the display name of the sending mail. For us it would be very, very im...

Tobias Misch almost 3 years ago in K2 Cloud / Workflow 1 Started

10 VOTE

Duplicate or Copy and Paste Form Rules

We find ourselves sometimes needing to duplicate rules in the form designer. Having the ability to duplicate form rules and then move them to other states would save us a lot of time. Alternatively having the ability to 'copy and paste' a rule int...

Josh Sutton almost 3 years ago in K2 Cloud / SmartForms 0

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