Ideas

Showing 219 of 3009

Instances should allow filter by user

The inclusion of [User] as a filter, or even being included in the list details, would massively help us track problem instances and resolve/terminate them. For some of my forms, we've had issues with incomplete AD details. As a result, many workf...

alan_fire almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

12 VOTE

Filter on Workflow Owner - Include Groups

I would like to be able to filter on workflows that are owned by a group. Currently, when filtering by Workflow Owner, only users can be chosen. Thank you.

Michele Dudzic almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

16 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 3 years ago in Documents / Document Automation 0 Open for voting

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

Brent Byhre 3 months ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...

Robert E 3 months ago in Documents / Setup and Configuration 0

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest over 9 years ago in Documents / DDP Management and Creation 5 Open for voting

3 VOTE

Be able to see ALL Tasks without date filter

In my Dashboard, I can see my tasks. But if I enter the "Tasks" Section, a filter is preset. I can adjust the filter, but not open ended. And I want to see ALL open tasks and not just the tasks of the last 30 or 60 or 90 days. Because some tasks m...

Guest 9 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

2 VOTE

NWC - Filter Option - Persistant Criteria

The NWC Filter in very useful in environment X - especially as at the number of workflows continues to grow. It would be helpful if a filtered criteria persisted until it is manually cleared by the user. Currently, the filter resets automatically....

Guest 7 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

5 VOTE

Workflow Tracking pause total

Now that run status 'pause' exists, please add a Pause total box along with the other total boxes (Running, Completed, Failed...) in Workflow Tracking.

Kristen Brown over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

4 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Please enter your email address

FILTER BY CATEGORY