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Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre 28 days ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre about 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji about 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 4 months ago in Documents / Nintex DocGen 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 4 months ago in Documents / Lightning Experience 0 Open for voting

12 VOTE

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

1 VOTE

Add an Original Test Download option with Keep word formulas to the DDP Test component

Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Nintex DocGen - Total Pages Field Tag

In Nintex DocGen, can the application dynamically calculate the total number of pages produced when the package is generated and set that value into a field tag available for templates?

Guest 6 months ago in Documents 0 Open for voting

1 VOTE

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...

Guest 6 months ago in Documents / Nintex DocGen 0 Open for voting

1 VOTE

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...

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

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