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Nintex Ideas

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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

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

Support for AssureSign Child Accounts in Salesforce DocGen Integration

In our organization, we use AssureSign child accounts to represent our different business entities under a single parent account. Each child account is used by a distinct Salesforce org. Current limitation: The Nintex DocGen integration in Salesfo...

Being able to copy/paste a control/a table/a cell when designing a smartform

It will be very usefull to be able to copy/paste a control/a table/a cell when designing a smartform. Ex: While designing a smartform with 10 labels as titles where we need to apply custom theme on those labels, we have to change the font/size/col...
Amanda Moumen over 3 years ago in K2 / SmartForms 1

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

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

Send a proper e-mail to delagated user

Hello, It would be a great benefit for our customers using the "Out Of Office" functionnality to be allowed to change the "You've been shared a Task" e-mail. Either directly for each Task in the Workflow designer (so we can also edit the e-mail di...
Mickael Scheer over 2 years ago in K2 / Workflow 1

Centralize Custom Extensions: Add Workflow Steps to Management

Problem: Currently, managing custom workflow steps lacks a dedicated, easily discoverable entry point within the Management section. Designers gaining access to Custom Controls will encounter a similar need for managing custom workflow extensions....
Esmari Swart 11 months ago in K2 / Management 1

Save signature for reuse

Save signature for subsequent envelope signature. the business process results in hundreds of envelopes directed to executive for signature monthly, each requires creating and saving signature (time and clicks). Making signature saved to a profile...
Renee Gonzalez’ Fong almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

Allow option to copy/paste or duplicating existing business rules on forms and views

Whenever complex business rules are configured and another similar rule is to be configured there is no option to copy an existing rule to make additional changes. This limitation adds to the development time in developing solutions. Similar to K2...
Christopher Reid over 1 year ago in K2 / SmartForms 0