Ideas

Showing 184 of 2956

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest over 6 years ago in Documents / Lightning Experience 0 Open for voting

4 VOTE

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

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

1 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 6 months ago in Documents / Nintex DocGen 0 Open for voting

7 VOTE

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 over 3 years ago in Documents / Setup and Configuration 0 Open for voting

6 VOTE

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

11 VOTE

More detail in 'Process Approval Workflow Status'

The 'Process Approval Workflow Status' report currently provides a published/unpublished status for processes. It would be helpful if this report could include more detail of the exact stage of approval that the process is in, rather than 'unpubli...

Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 3 Open for voting

6 VOTE

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

6 VOTE

Remove declined processes from the publish list...

pushing forward with @AnthonyKumnick's request as it's been 3 years and whilst there was a response from Nintex that there was no intention of doing this, but to still put forward feedback, you can no longer vote on the issue but this is important...

Alison over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

5 VOTE

Send approval request to additional approvers during first approval request.

The option to add additional approvers is only a change in the process currently. The process has to be approved by the current Owner/Expert and published, then if there is a change the process, it will also send a request to the additional approv...

Judith Trevizo-Mendez almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

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