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Nintex Ideas

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Showing 121 of 2996

Send Outbound Message Failure Email Notifications to One User

Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...
Chantelle Garcia over 1 year ago in Documents / Document Automation 0 Open for voting

Various API Improvements

We've begun to explore the GraphQL API that's available for Nintex RPA. It provides alot of core functionality, but there's some features lacking that would all it to be better integrated into other systems. Please consider adding the following fe...
Brady almost 3 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Public APIs 1 Open for voting

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest over 4 years ago in Documents / Setup and Configuration 0 Under Review

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben about 3 years ago in Documents / Document Automation 0 Open for voting

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Password protect for docs

No description provided
Joshua Commins over 1 year ago in Documents 0 Open for voting

Support Optional Document Tags in LEDD

Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.
Brent Byhre almost 2 years ago in Documents / DDP Management and Creation 0 Open for voting

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi almost 2 years ago in Documents / UX/UI 0 Open for voting