Ideas

Showing 176 of 2849

Error Handling - Support All Failures

Error handling was recently introduced. Where supported, it will cause a workflow instance to Pause instead of fails. This then gives the opportunity for the instance to be resumed at the failed step for it to try again. This is a great feature! H...

Brady over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1 Open for voting

32 VOTE

More date/time formatting options in the Format Date to String workflow action

It would be extremely helpful to have more date and time formatting options in the "Format date to string" workflow action. Examples that would be helpful: January 1, 2022January 1, 2022 7:30 PM1/1/2022 9:30 am7:30 PM9:30 amSaturday

Eric Rhodes over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime / Workflow Designer 5 Planned

7 VOTE

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

15 VOTE

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

6 VOTE

Restrict access to tasks to the assigned user

If the assigned user sends the form link to another user they are able to action the task. The assigned user should be the only person that can action the task unless it is delegated to someone else

Keelan Ennis 10 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 3 Already Exists

1 VOTE

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre about 2 months ago in Documents / DocGen for Salesforce 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 almost 9 years ago in Documents / DDP Management and Creation 12 Not Planned

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

4 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond 10 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

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