Nintex Ideas

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    Showing 219 of 3009

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K over 1 year ago in Documents / UX/UI 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

    Access Version History from Workflows List

    We would like to be able to access the workflow's version history from the "..." menu on the list of workflows.
    Sara Muth over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1

    Customizable Dashboards

    It would be great to be able to fully customize a dashboard within Nintex. My team needs our workflows to reports on non-standard metrics (such as each instance's position on a Branch-By-Stage action item). To create a dashboard that can report on...
    Guest almost 5 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben over 3 years ago in Documents / Document Automation 1 Open for voting

    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 over 1 year ago in Documents / DDP Management and Creation 0 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