Ideas

Showing 209 of 3009

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath 5 months ago in Documents / DocGen for Salesforce 0

Ability to export workflow history to a CSV file

As a publicly traded company, we are regularly audited, and some of the workflows we have created fall within the scope of these audits. As part of the audit process, we are required to provide a history of modifications for the workflows. Current...

Igor Karon about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1

16 VOTE

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...

Guest over 6 years ago in Documents / Lightning Experience 5 Open for voting

1 VOTE

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest about 4 years ago in Documents / Lightning Experience 2 Open for voting

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest over 2 years ago in Documents / DDP Management and Creation 0 Under Review

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

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

3 VOTE

Visual representation of running workflow instance with its sub workflows

At the moment there is no visual screen that could show a workflow instance with its child instance. Having such a screen is helpful in tracing the workflow process and navigate completely in and out of the whole process - from parent to its child...

Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery over 2 years ago in Documents / Document Automation 0 Open for voting

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