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Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

Showing 46 of 1846

DocGen too should have development and production mode

While building a new module that requires DocGen integration, the testing phase consumes live DocGen counts. Just like Forms or Workflow, ideally DocGen too should have Development mode. That way admins wont consume limited DocGen quota during tes...

prevent unhandleable attachments from appearing in list of ad hoc files

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
Guest 10 months ago in Setup and Configuration 0 Open for voting

Currently functionality is limited to the objects related history per name, id, createdby, etc, but does not include the oldValue and newValue to show the actual updates.

With the oldValue and newValue available it will be able to use the package manager and field tagger to assign those fields to a template.
Guest 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest about 2 years ago in UX/UI 3 Open for voting

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
Guest over 1 year ago in Lightning Experience 0 Open for voting

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Con...
Guest over 6 years ago in Document Automation 1 Planned

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 over 3 years ago in DDP Management and Creation 1 Open for voting

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 4 years ago in Lightning Experience 0

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 6 years ago in Document Automation 1 Planned

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...
Guest about 1 year ago in Setup and Configuration 0 Open for voting