Nintex Ideas

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    Showing 275 of 2995

    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 4 years ago in Documents / Lightning Experience 0 Open for voting

    Configuration for creating dependencies on save vs. publish

    Currently dependencies between records, such as roles, documents, tags, or users, are only fully established when a process is published. There should be an admin configuration setting that allows the site's promaster to determine if the dependenc...
    Jonathan Butler over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Add the ability to tag roles as a "support"/"help" within the Process

    There is clear benefit in maintaining the current guidance of "1 role" per activity, so then we can clearly identify who is responsible for a step/activity. However; I think it would be good to be able to tag other roles within specific tasks e.g....
    Guest 9 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    On Deleting a Form/View the Are you sure message should give form/view name

    On Deleting a Form/View the Are you sure message should give form/view name
    Jean Paul Galea almost 4 years ago in K2 / SmartForms 0

    Support SSO users for Authorization and Migration

    Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
    Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Support Knowledge RichText Field image resizing

    Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    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 9 years ago in Documents / Document Automation 1 Planned

    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 10 months ago in Documents / UX/UI 0 Not Planned