Nintex Ideas

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    Showing 161 of 2994

    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 8 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Enhanced documentation regarding aligning radio buttons from secure fields in the templates

    There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.
    Guest 27 days ago in Documents / DocGen for Salesforce 0

    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 over 1 year ago in Documents / Document Automation 4 Open for voting

    Moving file(s) from local to Sharepoint

    So far, RPA still can't Moving file(s) from local to SharePoint . Would you please create this feature in the future or soon ?
    Guest 2 months ago in Nintex RPA (formerly Nintex Kryon RPA) / Studio 0

    Intelligent Document Processing (IDP)

    I would very strongly recommend that we consider adding IDP features to our RPA offering. Having worked for one of the major RPA vendors previously, this requirement for POCs took up about 80% of my engagements. Could we look into leveraging and r...
    Paul Keys about 1 month ago in Nintex RPA (formerly Nintex Kryon RPA) / Advanced Commands 0

    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 12 months ago in Documents / Document Automation 0 Open for voting

    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

    Update Compiling behavior after Migratoin

    After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...
    Brent Byhre about 2 months ago in Documents / Setup and Configuration 0 Open for voting

    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 about 1 year ago in Documents / Setup and Configuration 0 Open for voting

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