Nintex Ideas

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My ideas: Documents

    Showing 119 of 2893

    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 15 days ago in Documents / Setup and Configuration 0

    Support Salesforce Reports when triggering via action links

    We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...
    Robert E 17 days ago in Documents / Setup and Configuration 0

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 2 months ago in Documents / DocGen for Salesforce 0

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 3 months ago in Documents / DocGen for Salesforce 0

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

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

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

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

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 7 months ago in Documents / Lightning Experience 1 Reported as bug