Nintex Ideas

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    Showing 131 of 3009

    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 7 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 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

    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

    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 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

    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

    Ability to select Additional To and BCC in Lightning

    In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
    Guest almost 7 years ago in Documents / Lightning Experience 1 Open for voting

    Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
    Guest about 5 years ago in Documents / Document Automation 2 Open for voting