Ideas

Showing 220 of 3009

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

3 VOTE

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

10 VOTE

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

6 VOTE

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

5 VOTE

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

1 VOTE

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

6 VOTE

Allow functionality when clickjack protection is enabled

As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...

Guest over 3 years ago in Documents / Lightning Experience 0

11 VOTE

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest almost 7 years ago in Documents / Lightning Experience 1 Open for voting

8 VOTE

Link a Document on Group Level

There does currently not exist an option, where a document or image can be linked into the group overview tab. Only processes or groups can be shown there. It should be possible to have a link to a document, such as framework visualisations, polic...

Christoph about 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

8 VOTE

Enable document attachment to trigger/inputs

Currently, only processes can be referenced to a process via the Input field. It would be helpful if documents that are associated with a process - but not with a specific activity - such as a RACI, a Glossary, a Policy etc. could be linked in the...

Christoph about 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

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