Ideas

Showing 208 of 2850

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

Brent Byhre about 1 year ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre about 1 year ago in Documents / Component Library 0 Open for voting

3 VOTE

Initiator to be able to terminate their own workflows.

Now we have moved to NAC, it is not possible for 'normal' users to terminate their own workflows... Granting everyone in the business designer access is not acceptable. Users believe deleting the workflow will stop the process as it used to... we ...

Russ Hancock about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest about 2 years ago in Documents / DDP Management and Creation 0 Under Review

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest almost 4 years ago in Documents / Lightning Experience 2 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

3 VOTE

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

2 VOTE

Ability to export workflow history to a CSV file

As a publicly traded company, we are regularly audited, and some of the workflows we have created fall within the scope of these audits. As part of the audit process, we are required to provide a history of modifications for the workflows. Current...

Igor Karon 11 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

3 VOTE

Fix historical data used with data sources and tables (data)

We have realized early on that data sources and tables are a great source for choice fields or lookup fields however, when filters and conditions apply to these sources that are no longer applicable (the condition isn't met after the fact), start ...

Brandi Woodson over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

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