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Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
Guest over 6 years ago in Documents / Lightning Experience 0 Open for voting

Cannot filter Document report by Process Group

Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
Unknown Unknown 6 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Documents Tagging

Is there a way to tag a single document separately for individual processes even if it is added to multiple processes, so that changes made in one process do not affect the others?
Guest 6 months ago in Nintex Process Manager (formerly Promapp) / Documents 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 over 3 years ago in Documents / Setup and Configuration 0 Open for voting

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 over 2 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 about 3 years ago in Documents / DDP Management and Creation 1

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

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...
Guest over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Using Azure Document Intelligence, allow users to upload printed forms to generate SmartObjects

A usual use case for automating a manual process that involves printed forms as input, a user needs to create SmartObjects first in order to utilize the generation capabilities of the K2 Designer. Using Azure's Document Intelligence service, the K...
Neil Craig about 1 year ago in K2 / SmartObjects 0

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