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Nintex Ideas

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Showing 130 of 2986

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 over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Add an Original Test Download option with Keep word formulas to the DDP Test component

Add an Original Test Download option with Keep word formulas to the DDP Test component
Brent Byhre 9 months ago in Documents / DocGen for Salesforce 0 Open for voting

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Nintex DocGen - Total Pages Field Tag

In Nintex DocGen, can the application dynamically calculate the total number of pages produced when the package is generated and set that value into a field tag available for templates?
Guest 10 months ago in Documents 0 Open for voting

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 9 years ago in Documents / Document Automation 1 Planned

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...
Guest 10 months ago in Documents / Nintex DocGen 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 over 2 years ago in Documents / Document Automation 0 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben about 3 years ago in Documents / Document Automation 1 Open for voting

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 10 months ago in Documents / DocGen for Salesforce 0 Reported as bug

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 10 months ago in Documents / DocGen for Salesforce 0 Open for voting