Nintex Ideas

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    Showing 161 of 2955

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Variations per folder

    To assign variations to a specific folder, since we use folder to divide departments and variations can be different
    Guest about 3 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting

    Add search function for the field tagger

    Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
    Chris Ben about 3 years ago in Documents / Document Automation 0 Open for voting

    Support for MS Office Smart Shapes / Smart Art

    When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Password protect for docs

    No description provided
    Joshua Commins over 1 year ago in Documents 0 Open for voting

    Support Optional Document Tags in LEDD

    Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.
    Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Link to an overarching process rather than specific variation

    When linking to a process with variations, generally from a general process with no variation, you have to link to one specific variation, or link to all variations in parallel. It would be better if you could link from one general process to the ...
    Jack Worboys over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 1 Open for voting

    Unlink a task from a variation

    Being able to unlink a task from a variation rather than the whole activity.
    Sonja Burghardt over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting

    Copy trigger and inputs and outputs and targets automatically for all variations

    Would be great if the systems would copy trigger and inputs and outputs and targets automatically for all variations as they are unlikely to change.
    Sonja Burghardt over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting