Ideas

Showing 220 of 2996

Complete REST broker and Workflow API Integration

Please fully integrate the REST broker and Workflow API. At this time it is only possible to interact with the workflow API in a limited fashion. We need the ability to update workflow variables when using the perform a custom action call.

Josh Sutton over 2 years ago in K2 Cloud / Workflow 0

2 VOTE

Be able to search all the dependencies for a role

When the application is complicated, it's hard (tedious and time-consuming) to find all the usages for a role in the forms, views, and workflows. It will be very helpful to have a tool to query the K2 database or something to quickly return the re...

Wei Liu over 1 year ago in K2 Cloud / Other 0

5 VOTE

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 over 3 years ago in K2 Cloud / SmartForms 1

10 VOTE

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 almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

3 VOTE

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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

7 VOTE

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

6 VOTE

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 over 4 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...

Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

12 VOTE

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...

Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

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