Ideas

Showing 285 of 3009

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

13 VOTE

Apply promaster role by file structure

We are a large organisation and have many different Business Units that can access other Teams processes. To enable them to be self sufficient if we could apply the Promaster access at a file level this wouls allow the Teams to be able to add addi...

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

1 VOTE

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

1 VOTE

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

4 VOTE

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

3 VOTE

Open files in browser

Promapp does not currently have the option to open files in a web browser. Could we please have this option enabled?

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

3 VOTE

Printing option in Word Doc Format

Have the ability to print a process in a word doc format as well as PDF. Word doc format would enable broader collaboration amongst team members particularly when auditing processes

Kirstin Austen over 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

7 VOTE

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

3 VOTE

Disable archived processes from appearing in Onboardings

New onboardings are being given archived processes to view as the archived processes still contain the roles for the tasks. As I don't wish to delete many of the processes permanently, to remove the role requires restoring the process, editing, re...

Jocelyn Wallace over 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

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