Nintex Ideas

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Ideas

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K almost 2 years ago in Documents / UX/UI 0 Open for voting

    Batch Document Generation

    Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
    Andy Emery almost 3 years ago in Documents / Document Automation 0 Open for voting

    Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
    Guest over 7 years ago in Documents / Lightning Experience 0 Not Planned

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

    Support SSO users for Authorization and Migration

    Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
    Brent Byhre about 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support indents, ordered lists in rich text fields when merging into Word

    Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
    Craig Hayashi about 3 years ago in Documents / DDP Management and Creation 0 Open for voting

    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 about 1 year ago in Documents / Nintex DocGen 0 Open for voting

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest about 2 years ago in Documents / Document Automation 0 Open for voting

    When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

    We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical busines...
    Guest over 8 years ago in Documents / DDP Management and Creation 0 Open for voting

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre about 2 years ago in Documents / Lightning Experience 0 Open for voting