Ideas

Images stored in Content Files for DocumentService Class

DocumentService Class ConvertAndMerge does not support Images stored in Salesforce Files. Currently it only works if the Images are stored in Documents (015) or Attachments (00P) The current Work around is to use a DocGen Package with loopMessage ...

Brent Byhre 5 months ago in Documents / DocGen for Salesforce 0

16 VOTE

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...

Guest almost 7 years ago in Documents / Lightning Experience 5 Open for voting

6 VOTE

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.

Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

5 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 1 Open for voting

4 VOTE

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.

Guest almost 2 years ago in Documents / Lightning Experience 0 Open for voting

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest about 7 years ago in Documents / DDP Management and Creation 2 Open for voting

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest over 4 years ago in Documents / Lightning Experience 2 Open for voting

13 VOTE

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest about 7 years ago in Documents / Lightning Experience 0 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest almost 3 years ago in Documents / DDP Management and Creation 0 Under Review

1 VOTE

DocGen Multiple Document Merge File Name

It would be nice to be able to add tags before and after the housed file name in multi-document merges - essentially create a 'file name' tag or something for the naming convention. It would help cut down time on editing file names after merge.

Guest 7 months ago in Documents 0

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