Nintex Ideas

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    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

    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 over 3 years ago in Documents / Document Automation 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

    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

    Kryon Studio - Change Status when opening Published version for Editing (Draft)

    When editing a wizard that has already been published, change the status for the new version - if saved - to Draft. Currently it seems that any change made to the wizard is automatically published when saved and there is not ideal in many situatio...
    Kerrie Boyd over 3 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Studio 0 Open for voting

    Stop button shortcut (SI-479721/KC#00491462)

    This request came from Yazaki.As of now both “do it“ and “do it from this step” have shortcuts, stop as none. being able to stop on a dime is very handy during development. Thanks
    Guest over 3 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Studio 0 Open for voting

    Allow Global Function local save

    As Global Function can be shared between clients, we should be able to locally save it and reload it on another server
    Guest over 3 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Studio 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

    Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

    Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.
    Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting