Nintex Ideas

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Ideas

    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 10 months ago in Documents / DocGen for Salesforce 0

    Add german date formats to actions

    A typical german date format is 28.01.2025 A typical german date time format is 28.01.2025 16:39 We need that often to show when approvals have taken place.But we cannot choose such a format from the Document Tagger of the Generate Document action...
    Ronny Lewandowski over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting

    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 almost 5 years ago in Documents / Lightning Experience 0 Open for voting

    Default Publish Environment

    Please change the default publish environment to Development instead of Production. It is easy for new people to miss the tiny radio button when they are publishing for the first time. And it is not a best practice to publish to production before ...
    Michele Dudzic over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting

    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 about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

    Workflow action to track the status of an RPA automation (e.g. success, unreported, ended faulty)

    In Nintex Workflow, when a workflow kicks off a Nintex RPA automation occassionally the Nintex RPA wizard will fail ("unreported" or "ended faulty") however this does not look like its reported back to the Nintex Workflow worfklow. Because of this...
    Guest 10 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0

    Enhance scheduled start

    I would love to see enhancements to scheduled start. Scenarios I would like to see are: - Every x Monday of the month - Every x workday of the month Regards, Daniel
    Guest over 7 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest about 10 years ago in Documents / Document Automation 1 Planned

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 10 months ago in Documents / DocGen for Salesforce 0

    Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

    The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting