Ideas

Showing 416 of 2850

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...

Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting

2 VOTE

Task reminders not completely dynamic

During the configuration of an "Assign a task to multiple people" action, it is possible to specify a Reminder to be sent after a certain unit of time. The number of reminders can be specified dynamically using a variable. However, the unit of tim...

Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Open for voting

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest about 7 years ago in Documents / Document Automation 1 Under Review

2 VOTE

Setting a future publication date

I have a use case now, and have occasionally had them in the past, where it would be helpful if drafted changes to an existing workflow could be set to be automatically published to Production on a future date. I have one now that I have been aske...

David over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

2 VOTE

Notify a workflow when a task has been manually reassigned via the 'My Nintex' dashboard

We have reports showing which people are assigned to pending tasks, so that other users can follow up with them if it's not getting actioned quick enough. When someone manually delegates their task to another, the report becomes incorrect and othe...

Unknown Unknown over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

2 VOTE

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

3 VOTE

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

2 VOTE

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

5 VOTE

Ability to be able to export workflow for permanent record.

With Nintex for Sharepoint we can export the workflow definition to a file as a record of the deployed, working version. The export WF definition key, is I believe time limited, it would nice to be able to define that this 'final' release export i...

Russ Hancock over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

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