My ideas

Showing 142

HTML email templates with SF email

Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...

Natsumi Shiraiwa 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

5 VOTE

Archives a document, and then archive the associated process,

When we archive a document, and then tries to archive the associated process, the system indicates that the document is still linked, preventing the process from being archived.

Guest 4 months ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

16 VOTE

Visually identify activities with a linked process in the map view

When an activity has a Note added with a linked process, having the Map visually identify that there is a linked process to the end user in some manner would improve the user experience. At a glance a user, auditor, or manager could easily identif...

Matthew Dell about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

71 VOTE

Multiple outputs when using decision diamond

When using a decision diamond the process ends in two different places, which each have a distinct output. Unfortunately when entering an output there is no way to define which part of the process produces that specific output. The map shows both ...

Megan D over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Map 3 Open for voting

15 VOTE

Have a search component within a package for field usage

Today, if you need to see if a document has a specific field, you have to manually open each package and search through it. This takes an extremely long time and wastes resources. To have a feature that we could type in the API of a field and it s...

Rachel Kintz about 1 year ago in Documents / Document Automation 4 Open for voting

11 VOTE

Option to choose how Timescales are shown

Currently, Timescales roll up to the next available measuring unit if it is exceeded (e.g. 60mins -> 1 Hour, 5 working days -> 1 week, etc...). As a business, we show all our SLAs as working days, so we would like the option to choose the de...

Guest 12 months ago in Nintex Process Manager (formerly Promapp) / Process Map 2 Open for voting

8 VOTE

DocGen failures due to unsupported PDF

Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.

Kristen Brown 11 months ago in Documents / Document Automation 0 Open for voting

4 VOTE

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

7 VOTE

Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...

Guest 11 months ago in Documents / Setup and Configuration 0 Open for voting

15 VOTE

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

Please enter your email address

FILTER BY CATEGORY