Nintex Ideas

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    Showing 228 of 3009

    DocGen Queue - Support Files

    The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
    Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Enable Field Tagger integration Directly Within the Word Document Editor

    Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
    Jayashankar Ganji 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Is there a report that shows which documents belong to which processes?

    Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list re...
    Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Support Attaching and merging Secure or Password Protected Documents

    Support Attaching and merging Secure or Password Protected Documents as they are currently not supported
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    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 almost 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

    Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Paper/display orientation

    When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Support picklist translations

    Please allow foreign language users to export picklist values in their language
    Guest over 3 years ago in Documents / DDP Management and Creation 1

    Document review periods determined by document type

    We are starting to use the document review configuration to alert in the dashboard. Admin > Configure > Dashboard > Default document review frequency We have different review periods for documents based on the type eg Policy documents are...
    Michelle almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Enable "Reference Number" in document properties to be a separate metadata parameter

    There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
    Catherine Chan 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting