Nintex Ideas

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    Showing 133 of 2849

    Provide full name of attachment in DocGen package when only one document is selected

    Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...
    Guest 7 months ago in Documents / Nintex DocGen 0 Open for voting

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K about 1 year ago in Documents / UX/UI 0 Open for voting

    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

    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 over 6 years ago in Documents / Lightning Experience 1 Open for voting

    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 7 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 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

    The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
    Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Preview document in browser

    Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
    Guest about 7 years ago in Documents / Document Automation 1 Under Review