Ideas

Showing 161 of 2955

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 6 months ago in Documents / Nintex DocGen 0 Open for voting

5 VOTE

Linking back to existing Activity

When creating Maps quite often there is a decision where one of the answers may link back to an Activity in the Map. It would be sensibl;e to npot only allow the selectrion of Activity but to allow the entering of the activity number so a loop can...

Clare Fraser over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 1 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 over 3 years ago in Documents / Setup and Configuration 0 Open for voting

6 VOTE

Support picklist translations

Please allow foreign language users to export picklist values in their language

Guest over 3 years ago in Documents / DDP Management and Creation 1

3 VOTE

Variation: The level to accept/reject at the "Task" level isn't available, can we do variations on “Task” level without unlinking the whole activity

linking and unlinking at the "Notes" level works smoothly, the level to accept/reject at the "Task" level isn't available, it would be suggested if we could do variations on “Task” level without unlinking the whole activity

Korie AU over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting

6 VOTE

Allow functionality when clickjack protection is enabled

As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...

Guest over 3 years ago in Documents / Lightning Experience 0

3 VOTE

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...

Guest almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.

Matthew McGrath over 2 years ago in Documents / UX/UI 0 Open for voting

11 VOTE

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest almost 7 years ago in Documents / Lightning Experience 1 Open for voting

8 VOTE

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest almost 5 years ago in Documents / Document Automation 2 Open for voting

Please enter your email address

FILTER BY CATEGORY