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Showing 220 of 2996

Required fields

Instead of setting up conditional formatting for every field that is required to show a redline on the field. we would like the ability to set up a template that can be applied. Setting this up for every field sucks
Amy Daniels almost 4 years ago in K2 Cloud / SmartForms 0

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 3 Planned

Keep image ratio when pasting and resizing an image in the Rich Text control

You can copy and paste an image into a Rich Text control, however when resizing it; it is not keeping the ratio. Tried using Shift or CTRL, but does not work.
Tin Bui 11 months ago in K2 Cloud / SmartForms 0

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 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

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

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 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

Labels in K2 smartforms associated to input controls

Presently if you add a smartobject fields and it auto creates the label, the label you can't click on which takes you to the control, which is required for some web compliance standards. A workaround is you have to convert the label into a datalab...
Nicholas Kotze almost 2 years ago in K2 Cloud 0

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

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...
Guest over 2 years ago in Documents / DDP Management and Creation 0 Under Review