Ideas

Showing 161 of 2955

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

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 12 months ago in Documents / Setup and Configuration 0 Open for voting

49 VOTE

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 about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

26 VOTE

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

25 VOTE

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

4 VOTE

Add the ability to copy & paste actions in the Action flows builder

When building Action Flows, we can drag and drop actions. It would be nice to be able to copy & paste actions, then drag them where we want them.

Guest 10 months ago in Nintex Apps / Nintex Apps for Platform 0

1 VOTE

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 3 months ago in Documents / DocGen for Salesforce 0

16 VOTE

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

38 VOTE

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 about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

1 VOTE

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath 3 months ago in Documents / DocGen for Salesforce 0

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