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Setup and Configuration

Showing 23 of 2492

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Under Review

Support TEXTJOIN function in Excel as Middleware

Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....? Formula using TEXTJOIN: =TEXTJOIN(“, “,TRUE,I17:I26) Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&...
Guest over 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...
Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 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 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting