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Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

Showing 46 of 1846

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest over 6 years ago in DDP Management and Creation 12 Open for voting

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 6 years ago in DDP Management and Creation 3 Open for voting

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipi...
Guest over 5 years ago in Lightning Experience 4 Planned

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...
Guest over 3 years ago in Lightning Experience 4 Open for voting

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Con...
Guest over 6 years ago in Document Automation 1 Planned

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
Guest over 3 years ago in Lightning Experience 0 Open for voting

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 6 years ago in Document Automation 1 Planned

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
Guest almost 4 years ago in Lightning Experience 1 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 1 year ago in Lightning Experience 2 Open for voting

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 9 months ago in Document Automation 0 Open for voting