Ideas

Showing 220 of 2996

Multi File Attachment Drag And Drop Control for K2 SmartForm

Can we deploy the custom feature of drag and drop control for attachments? And then ability to upload multiple attachments at one time? Business is requesting to have this feature for many forms. Please consider this as high priority.

Santhosh Krishnan over 2 years ago in K2 Cloud / SmartForms 1 Under Review

15 VOTE

Customize Notification Sent To Delegate User

The ability to customize this email would prevent confusion by users as the current email is not discriptive and looks like phishing attempt. Currently the email reads: "Hi [User Display Name], You've been forwarded a Task: Open Task Powered by K2...

Guest over 3 years ago in K2 Cloud 1

16 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 3 years ago in Documents / Document Automation 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 about 4 years ago in K2 Cloud / Integration 3 Not Planned

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

12 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

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 about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

11 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 about 3 years ago in K2 Cloud / SmartForms 0

1 VOTE

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 3 months ago in Documents / DocGen for Salesforce 0

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

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