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Nintex Ideas

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Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

The ability to save drafts with a name

We are using forms as check-lists where the users will have to revisit forms over multiple days. The save draft allows us to do this - however, the users might have multiple drafts of the same form. Therefore we would love a simple feature that al...
Guest about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 2 Not Planned

Add an Original Test Download option with Keep word formulas to the DDP Test component

Add an Original Test Download option with Keep word formulas to the DDP Test component
Brent Byhre 9 months ago in Documents / DocGen for Salesforce 0 Open for voting

Form Rule Value Option

It would be helpful if within the form that we could create a rule for a people picker field and define a value for it. This was possible in M365 forms, but doesn't seem to be an option in Nintex Automation Cloud.

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting

Nintex DocGen - Total Pages Field Tag

In Nintex DocGen, can the application dynamically calculate the total number of pages produced when the package is generated and set that value into a field tag available for templates?
Guest 9 months ago in Documents 0 Open for voting

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...
Guest 9 months ago in Documents / Nintex DocGen 0 Open for voting

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting