Nintex Ideas

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    Showing 138 of 2953

    Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

    Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Archiving Scripts Improvements

    We need to archive K2 reporting data but K2 is used 24-7. Although the archiving scripts works, it creates database locks and slows down interaction with K2 sites. Would like improvement to archiving scripts to allow for execution during business ...
    Tin Bui over 1 year ago in K2 / Reporting 0

    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 6 months ago in Documents / Nintex DocGen 0 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 over 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Support picklist translations

    Please allow foreign language users to export picklist values in their language
    Guest over 3 years ago in Documents / DDP Management and Creation 1

    Move File to different Location while retaining version history

    This action should retain the file's version history, metadata, and audit trails to support governance and compliance requirements. This feature is necessary to : Maintain existing audit logs, including created/modified timestamps and user actions...
    Guest about 1 year ago in Nintex for SharePoint / Workflow Actions 0

    Allow functionality when clickjack protection is enabled

    As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...
    Guest over 3 years ago in Documents / Lightning Experience 0

    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

    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

    Delegation with Out of Office

    Expanding on the current out of office functionality... It would be great if there was a way to provide a little more configuration for all users to self-service their out of office: Add a time-frame for users to setup the valid time for their del...
    Barry W over 3 years ago in K2 Cloud / Workspace 0 Not Planned