Ideas

Showing 45 of 2849

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

4 VOTE

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported

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

7 VOTE

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

5 VOTE

Improvement module needs to include a Mobile App

The Improvement module is not much use without a mobile app. The majority of improvement submissions comes from field employees so without a mobile app, you will need to report it twice (once to capture from the field and then to re-enter it into ...

Guest over 2 years ago in Nintex Mobile 1

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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Report to know which Suggested Processes to delete

Suggested processes add to the overall No. of processes you have in the site. Only a Promaster can delete them. There is no way of knowing if a suggested process has been rejected and needs deleting without going into each Suggested Process to fin...

Guest almost 2 years ago in Nintex Process Manager (formerly Promapp) / Quality 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 almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

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

3 VOTE

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>

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

2 VOTE

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

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