Ideas

Showing 209 of 3009

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

1 VOTE

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %

Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

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

6 VOTE

Interact with Express Approval Task on instance detail page

With regards to the Instance details and Express approvals - it would be nice to have a link to the Express Approval form or to be able to respond to the task on the the Instance detail page if the task is assigned to that user. This would make it...

Guest about 9 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 2 Not Planned

2 VOTE

Extended data range filters in Nintex Dashboard

Possibility to extend the filter in the Tasks section (in the Dashboard Nintex) to add in addition to the existing filters (past 30, 60, 90 days) also "last year" and the possibility to filter the custom date with a range of 1 year.Even best would...

Guest about 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Not Planned

6 VOTE

Change password

Change Password Option There should be an option to change password above the SignOut Option.I've used the Auth) before and they provides us with an API to change password, all we need is a custom form.

Guest over 9 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Not Planned

3 VOTE

Email link to Saved Form NWC

It would be fantastic if it was possible to configure an email to be sent with a link to a 'saved' form whenever the save button is utilised for an Authenticated Form. In our organisation the majority of users do not have access to MyNintex and th...

Guest over 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1

1 VOTE

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

2 VOTE

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

1 VOTE

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

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