Nintex Ideas

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    Lightning email issue: "Recipient Not Found". Drawloop DocGen requires both contact/lead read ability for the Lightning Email Package to sea

    Email issue in Lightning: "Recipient Not Found".Drawloop DocGen requires both Contact/Lead for the Lightning Email Package to search. Users whose Salesforce license is ‘Salesforce Platform’ do not have access to Lead. it needs to default ‘Recipien...
    Guest over 3 years ago in Documents / Lightning Experience 1

    Search instance details for text.

    I'd like to be able to search through instance details for text. If I have 50 workflows kick off on a Box - New File upload start event (All with the same workflow name), and I want to find a specific one, it's currently impossible without just op...
    Guest about 7 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Not Planned

    Please upgrade the use of static Ids on the formula fields

    Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.
    Guest over 3 years ago in Documents / DDP Management and Creation 0 Open for voting

    Allow for export of Lightning Dashboards -- currently Classic-only

    Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.
    Guest over 3 years ago in Documents / DDP Management and Creation 0

    Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

    There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...
    Kumar Krishnan over 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Give "Business Owners" the ability to view pending/completed tasks associated with instance in workflow tracking

    The option of assigning a business owner against a workflow is great and gives certain users access to view all workflow instances.It would be great if they could also see completed and pending tasks against those instances.
    Unknown Unknown over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Already Exists

    Build API into Drawloop that can be called by using apex only

    It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...
    Guest almost 4 years ago in Documents / Document Automation 1 Open for voting

    Allow Opportunity Contact Role to serve as starting object

    Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.
    Guest about 4 years ago in Documents / DDP Management and Creation 0 Open for voting

    Instances Page/Dashboard

    Can we have the default filter of Instances set to all instances? and have the Search/Filter paner minimized/collapsed, only if we want to filter the instance view to expand the Filter Panel/Area/Section?
    Guest over 8 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Not Planned

    Can't view completed instances

    Can't view completed instances -- tried a couple of times and it returned an error message after querying for a couple of seconds.
    Guest about 9 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Reported as bug