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UX/UI

Showing 6

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
Lauren K about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Add Last Calendar Year and Academic year values under generic fields on Field Tagger

No description provided
Guest 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.
Matthew McGrath about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest almost 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting