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Showing 164 of 3002

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 2 months ago in Documents / Setup and Configuration 0

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest over 9 years ago in Documents / DDP Management and Creation 12 Not Planned

Process review notifications

Currently, with Explicit Process Review turned on, we are notified that there is a process that needs to be reviewed. A notification is added to the dashboard prompting action. When the review is attempted an error is generated because the review ...
Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 6 Open for voting

Better decision points

Hi - is it possible to change how decision points work so that both yes and no actions (when complete) can join on to the same path? It is very common in process mapping tools for this to be the case. In the attached file, action 3.0 could connect...
Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 3 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 3 years ago in Documents / Document Automation 0 Open for voting

K2 Snowflake Integration

K2 should support integration with Snowflake. My company is moving from SSMS to Snowflake and I will not be able integrate outside of a REST broker to use snowflake's SQL API using keypair auth (JWT). This would be a significant effort.
Guest about 4 years ago in K2 Cloud / Integration 3 Not Planned

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest over 9 years ago in Documents / DDP Management and Creation 5 Open for voting

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest over 2 years ago in Documents 0 Open for voting

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting