Nintex DocGen and Nintex DocGen for Salesforce

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Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...

Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 12 Open for voting

37 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

25 VOTE

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 4 Open for voting

14 VOTE

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...

Guest over 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 5 Open for voting

12 VOTE

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest over 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

12 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Ou...

Guest almost 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 2 Open for voting

11 VOTE

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1 Open for voting

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

9 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

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