Nintex Ideas

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    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi over 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Standard Time template option

    We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...
    Guest over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest almost 5 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow for user authentication with High Assurance in Saleforce.

    Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
    Guest over 5 years ago in Documents / UX/UI 3 Open for voting

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 10 months ago in Documents / DocGen for Salesforce 0

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest almost 5 years ago in Documents / Lightning Experience 0 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 about 10 years ago in Documents / Document Automation 1 Planned

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 10 months ago in Documents / DocGen for Salesforce 0

    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 over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Column Replication

    There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting