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Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

Showing 27 of 1822

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

Allow functionality when clickjack protection is enabled

As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...
Guest 8 months ago in Lightning Experience 0

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

Can we make redepoyment of DDP functional

After deploying DDP and related manifest items, when redeploying it is working like cloning instead of updating the manifest at target location if that already exist. It should create or insert if that does not exist there on target org.
Guest 7 months ago in DDP Management and Creation 1

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 1 year ago in Setup and Configuration 0 Open for voting

Port the package migration wizard to Lightning

We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.
Guest over 1 year ago in DDP Management and Creation 0 Planned

Docusign move to OAuth 2.0 will affect Nintex Drawloop DocGen customers using legacy ikey

DocuSign is introducing authentication based on OAuth 2.0 as per: customers may be using integration keys that are part of legacy setup.This change will be enforced...
Guest 10 months ago in 3rd Party Integration 1 Planned

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben 3 months ago in Document Automation 0

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben 4 months ago in Document Automation 0

Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

Job Status Page is not accessible for DocGen Admins