Ideas

Showing 209 of 3009

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest about 5 years ago in Documents / Document Automation 2 Open for voting

3 VOTE

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...

Guest almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.

Matthew McGrath over 2 years ago in Documents / UX/UI 0 Open for voting

1 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 8 months ago in Documents / Nintex DocGen 0 Open for voting

3 VOTE

Add a column with unique identifier in the Instances page

In the instances page, the information being presented makes it difficult for customers to correlate with a particular record within a SharePoint list/library. During troubleshooting or analysis of tasks, they are unable to easily filter a specifi...

Guest about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Already Exists

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest over 7 years ago in Documents / Document Automation 1 Under Review

6 VOTE

Mass task interaction

Allow users to mass interact with tasks on the Active tasks section.add the possibility to add columns to the active task view to get more details on the request.

Amelia about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 2 Not Planned

3 VOTE

Synchronise Draft forms between Nintex Mobile App and Browser Dashboard to edit them in both

It would be very helpful to have the option to start a form submission and keep the draft in the Nintex Mobile App and then finish it later in the regular Dashboard via the browser. This is especially helpful for people who work outside the office...

Markus about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

3 VOTE

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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

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