Ideas

Showing 133 of 2849

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre about 1 year ago in Documents / Component Library 0 Open for voting

Html in a text field interpreted by the Text Component

A number of customers and users have found it confusing that a Text Component with "Allow HTML" will allow them to add HTML. in the template, but not interpret the HTML contained in a field's value. It would be great if there were a way to display...

Greg Smith about 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

4 VOTE

Warn/prevent SF admins trying to save a Skuid page when they don't have necessary permissions

Problem Statement: System administrators in Salesforce have most, but not all, of the required permissions to make changes to a Skuid page. When they do this the changes are not reflected properly. Proposal:Add a warning or enable condition to the...

Mark DeSimone over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

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 about 2 years ago in Documents / DDP Management and Creation 0 Under Review

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

2 VOTE

Ability to search pages for SalesForce object and field usage

We need a "Where is this used?" feature for finding where SalesForce objects and fields are used in Skuid pages. While SOSL search can work for some items, if you're searching for a commonly-used word in Skuid XML (like trying to find all pages wh...

Meredith Meyers 11 months ago in Nintex Apps / Nintex Apps for Salesforce 0

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

3 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 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 over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

2 VOTE

Add on-click actions to accordions

Similar to how tabs have on-click actions, it would be nice to query models only when accordions are opened.

Meredith Meyers 11 months ago in Nintex Apps / Nintex Apps for Salesforce 1

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