Ideas

Showing 209 of 3009

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

12 VOTE

Feature to do the bulk operation for user registration, import/export into CSV under User Management

We want to register all users(about 20,000+) to be able to use NWC before release, but it takes so much time to do this individually from NWC dashboard. It would be great if we can do it in bulk, and if we can import/export into CSV for the checki...

Yukiko Yasuda about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 6 Under Review

3 VOTE

Enhanced and correct way of filtering my tasks in the dashboard

While using the Nintex Automation Cloud dashboard to view tasks via /dashboard/my/tasks, we observed unexpected behavior when filtering tasks by different states. We would like to request an enhancement to improve the filtering logic and provide a...

Niklas Grethler about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

8 VOTE

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.

Xuemei Ma almost 3 years ago in Documents / Salesforce 1 1 Open for voting

1 VOTE

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 4 months ago in Documents / DocGen for Salesforce 0

4 VOTE

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.

Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

5 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 9 months ago in Documents / Lightning Experience 1 Reported as bug

6 VOTE

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

6 VOTE

MyNintex Page - Submit a form - Grouping form by category

Good morning Nintex team, As we are having more and more forms, one of my key stakeholder is asking if we could group the forms by categories? That would make the MyNintex - Submit a form page neat and tidy. Please consider this idea

Guest over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

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