Nintex Ideas

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    Showing 38 of 2849

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 18 days ago in Nintex Apps / Nintex Apps for Salesforce 0

    Allow integration user license for Nintex Salesforce integration

    Many Salesforce orgs have integration licenses included with their Salesforce orgs, and it would be incredibly valuable to use an integration license rather than a full Salesforce license to connect Nintex. That would allow us to use a unique user...
    Stephanie Stoddard about 1 month ago in Nintex Apps / Nintex Apps for Salesforce 0

    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 almost 9 years ago in Documents / DDP Management and Creation 12 Not Planned

    Allow more than 5 conditions in relationship filters

    I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
    John McOrmond 10 months ago in Documents / DDP Management and Creation 0 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 about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

    Warn and prevent users from building a page that's beyond the size limit

    In Skuid on Salesforce (SFX), it's possible to build and save a page that's larger than the character limit. Skuid's page composer should visually show a user how large the page is (its XML length) in comparison to how close they are to the limit....
    Mark DeSimone over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 1

    Dont allow Conditions for fields that are not filterable

    For example with History objects from Salesforce not all fields are filterable, specifically the OldValue and NewValue fields. Despite not being filterable as stated by Salesforce, you can add a condition for these fields on the Model and they wil...
    Guest about 1 year ago in Nintex Apps / Nintex Apps for Salesforce 1

    Html in a text field interpreted by the Text Component

    A number of customers and users have found it confusing that a Text Component with "Allow HTML" will allow them to add HTML. in the template, but not interpret the HTML contained in a field's value. It would be great if there were a way to display...
    Greg Smith about 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

    Warn/prevent SF admins trying to save a Skuid page when they don't have necessary permissions

    Problem Statement: System administrators in Salesforce have most, but not all, of the required permissions to make changes to a Skuid page. When they do this the changes are not reflected properly. Proposal:Add a warning or enable condition to the...
    Mark DeSimone over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

    Hyphen in SalesForce Auto-numbering causing issues with saving in Box

    SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...
    Guest about 2 years ago in Documents / DDP Management and Creation 0 Under Review