Ideas

Showing 215 of 2849

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

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 over 2 years ago in Documents / Salesforce 1 1 Open for voting

26 VOTE

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

13 VOTE

Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...

Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

14 VOTE

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

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

4 VOTE

Support New Teams for browsing nintex forms.

This is not an idea but its a bug. Support team suggested we raise it as idea to get it fixed. When opening the list item which is associated with Nintex form using New Teams, it does not open the item details but redirects to some random SharePoi...

Guest over 1 year ago in Nintex for Office 365 / List View 4 Not Planned

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 4 months ago in Documents / Nintex DocGen 0 Open for voting

15 VOTE

Document Views Report

As Administrator of our system, I am looking for another report: Document searches / views. It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

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

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