Nintex Ideas

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    Showing 167 of 2853

    Automated Instance Logs additional Detail

    Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records
    Brent Byhre about 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Email notifications in Training Module

    Training Module - to allow staff, owners and supervisors to more effectively and in a more timely manner be informed of manage training it would be very beneficial for the module to have email notifications sent at each step in the workflow. Addit...
    Gary Tibble over 1 year ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications / Integrated Training Management 0 Open for voting

    Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
    Guest about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

    Manage better SharePoint lookup value error during smartform sorting

    In a SmartForm view, linked to SharePoint multiple lookup value, trying to add sort on the multiple value column, we can see the following message: The field 'Contributors' of type 'LookupMulti' cannot be used in the query sort expression. ...
    Guest 5 months ago in K2 / K2 for SharePoint 0

    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

    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 11 months ago in Documents / DDP Management and Creation 0 Open for voting

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

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 6 months ago in Documents / Lightning Experience 1 Reported as bug

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

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