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DDP Management and Creation

Showing 20 of 2434

Add Date Format, MM-YYYY, as an option in Field Tagger

In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %

Bring back/ update the Compile button on the DocGen Package

The DocGen Package used to have a Compile button when information was not pulling into the Generated document. This occurs often when working with Component groups or when other users in other regions run the DocGen Package. It is usually required...
Brent Byhre 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

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 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 12 Not Planned

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 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest almost 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

Support picklist translations

Please allow foreign language users to export picklist values in their language

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

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 'Ou...
Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 2 Open for voting