Nintex Ideas

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    Showing 40 of 2874

    Pass SFDC flow variables to DocGen Form Fields

    Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...
    Haley Walsh 5 months ago in Documents / Lightning Experience 0 Open for voting

    Relationship between NW/NAC workflow and SharePoint List/Library Start event

    I would be great if Analytics/Insights displayed which SharePoint site/list a Nintex Workflow/Nintex Automation Cloud workflow integrates with in its start event.
    Tin Bui 5 months ago in Nintex Insights 0

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 7 months ago in Documents / Lightning Experience 1 Reported as bug

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Process beacons missing stage ID information in PowerBI integration

    Raising on behalf of customer: Customer is in the process of developing insights in Power BI using information captured through Nintex Beacons actions. They have setup the workflow with required beacons "FI - Insights" and integrated it with Power...
    Kavin Rajaram 4 months ago in Nintex Insights 0

    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 recipien...
    Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

    Report of Nintex O365 Forms that are visible in the Nintex Mobile App

    We have digital landfill in our Nintex Mobile app and are trying to get forms removed that should not be presented in the app. We have no way of finding these forms and request a new report in the telemetry that lists the form's name and location ...
    Unknown Unknown over 1 year ago in Nintex Insights 0

    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 6 years ago in Documents / Lightning Experience 5 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 almost 4 years ago in Documents / Lightning Experience 2 Open for voting

    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 6 years ago in Documents / Lightning Experience 0 Open for voting