Ideas

Showing 167 of 2999

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 about 4 years ago in Documents / Lightning Experience 2 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

1 VOTE

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

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

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Make Risk Manager sign off of process changes optional

Having risk manager sign off on process changes and having it be automatically the first approval that occurs does not allow for flexibility of workflows and roles within an organization. Ideally, the risk module configuration would have a toggle ...

Michael Setnicky almost 2 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 1 Open for voting

1 VOTE

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

13 VOTE

Allow risk sign off via the risk register

On the My Risk dashboard view, the treatment owners can only see their treatment and not the full risk detail. Some have the ability to click through to the details on the risk register which is helpful (if they have access) but they cannot sign o...

Damian Light over 6 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 2 Open for voting

7 VOTE

Create a Power BI connector for the Risk module in Promapp

Although the risk reporting in Promapp is reasonable, it would be preferable to connect the underlying data to develop more flexible bespoke reporting within Power BI

Laurie Kanizaj over 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting / Risk and Compliance Management 0 Open for voting

3 VOTE

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 over 1 year ago in Documents / Component Library 0 Open for voting

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