Nintex Ideas

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    Showing 143 of 3006

    DocGen Queue - Support Files

    The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
    Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Enable Field Tagger integration Directly Within the Word Document Editor

    Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
    Jayashankar Ganji 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Lighting Component - Custom Object Contacts

    The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
    Guest over 6 years ago in Documents / Lightning Experience 0 Open for voting

    K2 Task with Teams Adaptive Cards

    It is a common scenario to send a task notification email for a K2 Task. It would be useful to send a Teams message automatically. It would be nice use adaptive cards and also be able to action the task (in certain scenarios) where the no addition...
    Ajay Mandke about 2 years ago in K2 Cloud / Workflow 0

    Support Attaching and merging Secure or Password Protected Documents

    Support Attaching and merging Secure or Password Protected Documents as they are currently not supported
    Brent Byhre about 2 years ago in Documents / 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 over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    prevent unhandleable attachments from appearing in list of ad hoc files

    allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
    Guest almost 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Support picklist translations

    Please allow foreign language users to export picklist values in their language
    Guest over 3 years ago in Documents / DDP Management and Creation 1

    Allow functionality when clickjack protection is enabled

    As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...
    Guest over 3 years ago in Documents / Lightning Experience 0

    Nintex DocGen API - document automation for PDF files not preserving custom calculation script

    Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...
    Guest 8 months ago in Documents / Nintex DocGen 0 Open for voting