Nintex Ideas

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    Showing 272 of 2994

    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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Associated documents transfer with processes

    When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
    Cassie Gao over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    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 about 2 months ago in Documents / Setup and Configuration 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 about 1 year ago in Documents / Setup and Configuration 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 7 months ago in Documents / Lightning Experience 0 Open for voting

    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 about 2 months ago in Documents / Setup and Configuration 0

    Archived documents are not moved out of the original folder and this prevents "blank" folder from being deleted

    Users expect that when they archive a document that it moves it out of the original folder into an archived folder (like the Processes) This does not happen and the archived documents are left in the original folder which then cannot be deleted al...
    Unknown Unknown over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Planned

    Option to decide if a document (image, video, pdf, etc) should be added to the Promapp library

    When writing a process with attachments, especially screenshots, it is often not necessary for that image to be added to the documents library. It would be great to be able to tick a box that says this document is not required in the library but i...
    Michelle Pavel almost 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 5 Not Planned

    Make attachment types visible in the document library

    Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
    Noala Degasperis almost 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 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 about 9 years ago in Documents / DDP Management and Creation 12 Not Planned