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Documents

Showing 107

Reinstate ability to upload multiple images at once

We used to have the ability to upload multiple images in one go, but this has recently been removed. Uploading many images now takes an age
Guest 5 days ago in Documents / UX/UI 0

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

Add an Original Test Download option with Keep word formulas to the DDP Test component
Brent Byhre 5 days ago in Documents / DocGen for Salesforce 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 3 months ago in Documents / Document Automation 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 3 months ago in Documents / Setup and Configuration 0 Open for voting

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 14 days ago in Documents / Nintex DocGen 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 7 months ago in Documents / Document Automation 4 Open for voting

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 22 days ago in Documents / DocGen for Salesforce 0

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 23 days ago in Documents / DocGen for Salesforce 0

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 4 months ago in Documents / DDP Management and Creation 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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting