Nintex Ideas

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    Showing 137 of 3009

    Support Account Contact Relationship Salesforce Object

    Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
    Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

    Add Callback to Workflows that are used as Xtensions

    Streamlines creation Workflows using other often used component workflows, without the need to scroll through a long list of workflows and one can properly define required and optional field for the component workflow when adding it as an Xtension...
    Andreas Willemsen 8 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Xtensions 0

    Ability to attach file back for community users

    After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
    Xuemei Ma almost 3 years ago in Documents / Salesforce 1 1 Open for voting

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 4 months ago in Documents / DocGen for Salesforce 0

    IDLE Session timeout feature on Smartforms, Workspace, Management

    When login to Workspace, IDLE Session timeout should be possible.
    Guest over 1 year ago in K2 / Workspace 1

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Excel as Middleware Tags available for DocGen Package Template Conditions

    Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
    Brent Byhre almost 2 years ago in Documents / Setup and Configuration 1 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 9 months ago in Documents / Lightning Experience 1 Reported as bug

    Support the display format for a Salesforce Time Field

    Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 5 months ago in Documents / DocGen for Salesforce 0