Nintex Ideas

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

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre over 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 over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Support Knowledge RichText Field image resizing

    Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Ability for connectors to impersonate user account

    Connectors should have an option to be used as account they were set with (current behaviour) or to impersonate the user at runtime. It would help identity end user at the third party system that would get updated on user's name rather than connec...
    Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 1 Open for voting

    Draw completion report from E-Sign

    Not being able to draw the completion report from E-Sign from the Automation Cloud to an extent defeats the purpose of automating the collection of the contract from AssureSign, as the completion report is a big part of giving assurance on the val...
    Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 1 Open for voting

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Support for MS Office Smart Shapes / Smart Art

    When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

    Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.
    Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting