Nintex Ideas

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    Showing 214 of 2877

    Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
    Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

    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

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    text input fire onEnter event after get the enter key

    As today UXUI design we want user friendly, in the case user must key-in many infomation we might need to help them by automatic provide them some information after they type-in then enter, the onEnter event will help a lot for this case.
    Guest almost 3 years ago in K2 Cloud / SmartForms 0

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre about 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 9 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 9 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Manage JavaScript files independently of Style Profiles

    It would be useful to be able to add references to JS files scoped to specific forms similar to how it is done with Style Profiles for purposes other than styling. Currently we can do this via the Style Profiles tab but this makes the JS global in...
    Nicholas Stalberg almost 3 years ago in K2 Cloud / SmartForms 0

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting