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Nintex Ideas

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Showing 219 of 3009

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest over 2 years ago in Documents 0 Open for voting

Option to open each task(CTRL+click) in a new window from https://*workflowcloud.com/dashboard/my/tasks

to allow the opening these tasks in new window from my/tasks. User should be able to bookmark my/tasks with query filter, or my/tasks page with filter keywords can be formed /opened directly(e.g. https://*workflowcloud.com/dashboard/my/tasks?searc...
ram pawar over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest almost 3 years ago in Documents / 3rd Party Integration 1 Open for voting

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

Feature to do the bulk operation for user registration, import/export into CSV under User Management

We want to register all users(about 20,000+) to be able to use NWC before release, but it takes so much time to do this individually from NWC dashboard. It would be great if we can do it in bulk, and if we can import/export into CSV for the checki...
Yukiko Yasuda about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 6 Under Review

Enhanced and correct way of filtering my tasks in the dashboard

While using the Nintex Automation Cloud dashboard to view tasks via /dashboard/my/tasks, we observed unexpected behavior when filtering tasks by different states. We would like to request an enhancement to improve the filtering logic and provide a...

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
Xuemei Ma almost 3 years ago in Documents / Salesforce 1 1 Open for voting

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
Guest 5 months ago in Documents / DocGen for Salesforce 0

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting