Documents

Showing 104 of 2625

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.

Brent Byhre 1 day ago in Documents / DocGen for Salesforce 0

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 2 days ago in Documents / DocGen for Salesforce 0

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 about 2 months ago in Documents / Document Automation 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 2 months ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond 3 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Indent Format Issue in generated PDF

Whenever we are generating a pdf for text area field with some indent, it does not keep indent in generated pdf (indentation of line 2 and 3 in row 2 in attached files). Case Number: 00662683

Guest 4 months ago in Documents / UX/UI 0 Open for voting

1 VOTE

Add a Note in LEDD about "Relationships from other objects"

The Relationship from other objects section on standard objects automatically populate relationships that do not work and it is very confusing. Please make a note about these relationships in the Interface as these require Button parameters to wor...

Brent Byhre 6 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Add Date Format, MM-YYYY, as an option in Field Tagger

In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.

Guest 6 months ago in Documents / DDP Management and Creation 0 Open for voting

14 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 6 months ago in Documents / Document Automation 4 Open for voting

1 VOTE

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %

Brent Byhre 6 months ago in Documents / DDP Management and Creation 0 Open for voting

Please enter your email address

FILTER BY CATEGORY