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Nintex Ideas

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Showing 209 of 3009

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields
Brent Byhre over 1 year ago in Documents / Component Library 0 Open for voting

Set Workflow Status

An action that provides the ability to set a workflow status to a custom value and display that status on the instances dashboard.
Andrea OHara over 5 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

Initiator to be able to terminate their own workflows.

Now we have moved to NAC, it is not possible for 'normal' users to terminate their own workflows... Granting everyone in the business designer access is not acceptable. Users believe deleting the workflow will stop the process as it used to... we ...
Russ Hancock over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
Guest over 6 years ago in Documents / Lightning Experience 0 Open for voting

Include delegation timeline to task history

It would be very useful to see to whom a task was originally assigned to and if multiple delegations happend to see a timeline of the people and the delegations.
Niklas Grethler over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
Jayashankar Ganji 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported
Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

My Nintex layout

Different view options would be fantastic here in the "My Nintex" page. Currently a single column of forms doesn't look great and isn't very descriptive. There needs to be a description as to what the form is for, and even the ability to categoriz...
Dan Stoll over 5 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

prevent unhandleable attachments from appearing in list of ad hoc files

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
Guest almost 4 years ago in Documents / Setup and Configuration 0 Open for voting