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Nintex Ideas

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Showing 239 of 2850

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
Guest over 6 years ago in Documents / Lightning Experience 1 Open for voting

K2 Task with Teams Adaptive Cards

It is a common scenario to send a task notification email for a K2 Task. It would be useful to send a Teams message automatically. It would be nice use adaptive cards and also be able to action the task (in certain scenarios) where the no addition...
Ajay Mandke almost 2 years ago in K2 Cloud / Workflow 0

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Reported as bug

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 8 months ago in Documents / DocGen for Salesforce 0 Open for voting

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...
Guest over 9 years ago in Documents / Document Automation 1 Planned

Workflow REST API - Filtering and Pagination

It would be nice for us to be able to filter or paginate on the workflow REST API. Specifically on the tasks endpoint. We have an uncommon scenario where too many results that cause slow response times. It would be helpful to limit or paginate the...
Danny Knudsen 8 months ago in K2 Cloud / Workflow 0

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting

Add a filter for Transfer Data to only show the selected controls in K2 Designer

When designing a SmartForm, the Transfer Data action shows the developer a list with all parameters and controls on the SmartForm and included Views. When there are a lot of items it is hard to see which controls are used in the Transfer Data acti...
Harm Wieringa about 3 years ago in K2 Cloud / SmartForms 1

K2 Cloud Server shouldn't need server restart for any email update to take effect. It should be automatic update from user's detail in azure!

Currently, if any Azure user changes name/email, it shows updated in Azure AD, but K2 users details still pulls the old email from the server cache, it seems. Due to this user can't access K2 workspace with updated email. We had to open ticket to ...
Guest over 1 year ago in K2 Cloud / Workspace 0