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  1. Renaming workflows should not create a new workflow

    Renaming a K2 workflow creates a completely new workflow

    20 votes

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  2. Change task notification emails to use Vanity name and not KUID

    K2 Cloud users do not like seeing KUIDs in task notification emails as they are suspicious of the formatting of the mailbox and are then reluctant to click on the task links in the email.

    Task notifications need to use the Vanity name for mailboxes instead.

    15 votes

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  3. Start A Workflow When An Email Is Received

    Currently K2 Cloud can connect to Microsoft Exchange. It can even query a shared inbox and list the resulting emails. What it CANNOT do is iterate through those emails automatically in a Workflow.

    We would love to be able to iterate through an Exchange inbox and run logic against the subject lines to start certain workflows if an email is received.

    13 votes

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  4. Export of process

    It would be helpful if we could export the workflow on an application build to show the build (as an image or PDF) and any notes on the workflow steps for future editors and/or designers. Sort of like a process document to have on record in case anything goes sideways.

    13 votes

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  5. Individually Disable Workflow Steps

    In the form rules designer we have the ability to uncheck a rule to disable it. This functionality would be very helpful in the workflow designer when designing and testing.

    For example, we have a create reference step setup that I want to disable while I test a different create reference step. In the current system I have to completely delete the original step in order to save/test the workflow. This means that I will have to recreate the step if the new route we are taking doesn't pan out. This would also come in handy when setting up email…

    13 votes

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  6. Allow Users to start workflows for other users

    Allow us to change originator of workflow through smartobjects or allow a user to start a workflow on behalf of another user. For example, user A starts a workflow that should've been started by User B, we should be able to change the originator on that workflow so any tasks being sent to the "originator" go to user B instead of user A.

    12 votes

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  7. Update Process Data Field Values

    In many cases we have workflows which run based on the values in data fields. Sometimes these values are incorrect or not valid which causes the workflow to go into error. Having the option to change the values of these data fields would then allow the workflow to continue.

    I dont beleive there is any "out of the box" way to do this at the moment. Having a special SmartObject or admin function would be useful.

    11 votes

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  8. K2 Email Send As Worflow Action

    It would be great if we can create an impersonate email option to send as instead of emails indicating they are coming from K2 Services.

    11 votes

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  9. Task Notification - Set Importance

    We would like the ability to set the importance of the client task notifications that go to the destination users of a task. Ideally we would like to be able to set this dynamically. This was available in 4.7 but not in Five.

    10 votes

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  10. Workflow Schedule - Add Daylight Savings Time Option

    We would like to request an option be added to the workflow schedules to allow us to specify if a schedule should follow daylight savings time changes. Currently workflows will not automatically update when daylight savings time starts or ends. This causes our workflow to trigger an hour before or after the scheduled time. If we were able to check a box to force the workflow to follow daylight savings time this would not be an issue for us.

    9 votes

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  11. Workflow Infinite Canvas and Deployment Errors

    Hello team,

    It would be nice if, when deploying a workflow with an error on it, that the error notification would focus the designer on the problem blocking deployment.

    I recently had a deployment being blocked by a rouge workflow activity that did not appear on the canvas without zooming out to 25%. As you can imagine, this can create quite a lot of frustration if you do not remember that you need to zoom out.

    Thank you for your time!

    9 votes

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  12. Make View Flow background colour different from the designer

    Users find the similarity between the view flow and workflow designer very confusing and often end up clicking on steps in a view flow thinking it is the designer.

    Make the view flow background a different colour.

    8 votes

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  13. Customizable Out of Office Notification Emails

    The ability to customize Out of Office email notifications would give the user more context, rather than having a generic email for all Out of Office notifications.

    7 votes

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  14. Increase character limit of Descriptions and Instructions

    We want to provide our users with a proper description of the process and clear instructions for their tasks, but sadly the Process Description is capped at 128 characters, event descriptions seem to be capped at 256 characters and the task instructions also appear to be capped at 256 (even though the Designer allows you to enter many many more).

    Would be nice if this could get an increase to at least 512 characters or possible even 1024 (just in case).

    7 votes

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  15. Need for ability to create Miscellaneous Environment fields or similar to Appit

    Need a way to wrap certain environment specific settings into a field that can be updated per environment.

    Example: In dev I have to specify a certain URL in workflows to get some functionality, if I then move this to prod using P&D we have to update these URLs manually. If this can be added to a Environment Level field we can set this field to the URL value instead of manual updates in multiple places

    6 votes

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  16. Send same email from task notification in task reminder and redirect messages

    Some of our task notifications are more complicated and involve HTML, data references, etc. Right now when reminders are sent, a different email is sent, and the user is left to go back and find the original email. It would be better to just change the subject or have the ability to append text to the existing email instead of having to maintain the email in two places. I would want the same for redirects, although I am not aware of a way to customize redirect emails at all.

    6 votes

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  17. Post Task Notification to Teams Chat

    We would like to see the MS Teams integration allow us to send notifications (task assignment, etc) directly to the individual(s) in Teams chat.

    5 votes

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  18. New Workflow Task Option - Hide Task from Workspace

    Having the ability to not show a task in Workspace would be very beneficial. We have multiple processes that generate a large number of daily or monthly tasks to groups of people. Having 50 monthly tasks appear all in Workspace clutters their inbox and inhibits their ability to find other tasks they need to complete. In these scenarios we don't send the users to Workspace to complete their monthly tasks, instead we build custom list views that allows them to action multiple tasks for these processes at a time. Therefore, having the ability to toggle the task at the workflow…

    3 votes

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  19. Kick off a Workflow when a SmartObject is created/updated

    I think this could be really useful with a lot of integrations if you want to start a workflow in K2 when an external SmartObject is created or updated. For example, I'm not a SalesForce developer so in order to integrate, I have to rely very heavily on our SF developers who are familiar with Apex in order to kick off a workflow. I know I can do this on a schedule, but I'm looking for more of a push rather than pull method and don't want to have to use K2 resources to be checking for changes.

    2 votes

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  20. Update ViewFlow in Workflow Context to properly reflect Vanity URL instead of KUID

    When using the Viewflow item from Workflow Context to insert a link into an email message, I noticed that the ViewFlow URL reflects the KUID based URL instead of the vanity URL.

    2 votes

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