Nintex Ideas

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    Showing 176 of 2849

    Send single email for escalation of task when first response completes the task.

    When a task is assigned to multiple individuals with a completion criteria of "first response completes the task" and that task is escalated when a deadline is exceeded, the escalation assignee is receiving an email for each user assigned to the t...
    Ruth Rowedder over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 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

    Escalate tasks to the manager of the current assignee

    Currently it is only possible to specify the manager of the assignee before a task is created. But when a task gets delegated to another person, the manager to escalate to is still the original one. Please add the feature to escalate to the manage...
    Niklas Grethler over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1 Open for voting

    I would like an option to restrict access to the NWC tenant by IP address

    For security, we would like to restrict access to the NWC tenant by IP address to retrieve information entered into forms as they may contain private consumer data. This would allow us to add our static bank ip address to prevent unauthorized acce...
    Guest almost 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1 Not Planned