Nintex Ideas

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    Showing 161 of 2955

    Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

    Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
    Brent Byhre 9 months ago in Documents / DocGen for Salesforce 0 Reported as bug

    Document Unique Name for templates to be carried over to Destination org during Migration

    The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
    Guest 9 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Batch Document Generation

    Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
    Andy Emery over 2 years ago in Documents / Document Automation 0 Open for voting

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben about 3 years ago in Documents / Document Automation 1 Open for voting

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest over 1 year ago in Documents / Document Automation 0 Open for voting

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Process Changes not Yet Viewed by User report

    Hi, I generate the Process Changes not Yet Viewed by User report every month to monitor compliance within the business. I have just found out that Nintex has changed the report and now it can only be generated for one role at a time, not for all r...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 2 Open for voting

    Preview as Permission Set

    Add the ability to preview a page as a permission set so you can view the page with a security context without creating a test user in that permission set and adding a separate browser profile to login as a different user.
    Guest 10 months ago in Nintex Apps / Nintex Apps for Platform 0

    Add ability to push a component up the hierarchy in the index

    UPDATE: It appears you can drag a component left or right to take it out of a wrapper or put it in. If you have an index with a wrapper and sub components and you want to add something below the wrapper, Page Designer assumes you want it in the wr...
    Guest 10 months ago in Nintex Apps / Nintex Apps for Platform 0