Nintex Ideas

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    Showing 52 of 2849

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
    Guest about 4 years ago in Documents / Setup and Configuration 0 Under Review

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Add Location column to search scope

    In Nintex Analytics, it would be great if Location was included in the inline search scope for workflows and instances, so we don't have to export and interrogate.
    Unknown Unknown over 1 year ago in Nintex Insights 0 Open for voting

    Workflow instance dashboard - exported data based on filter

    Currently when export data from workflow dashboard, the exported data is based on the filter selected. However this is not the case for workflow instance dashboard. For workflow instance dashboard, the filter applied to the chart and list, but not...
    Guest almost 3 years ago in Nintex Insights 0 Open for voting

    Support for MS Office Smart Shapes / Smart Art

    When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Notifications for Events Based on Conditions or Schedule

    Since Insights offers a comprehensive view of workflow statistics, it would be useful to be able to configure notifications for events or send scheduled reports. For example: Any workflow exceeds N instances within X time frame (i.e. workflow inst...
    Nick Shaffer over 1 year ago in Nintex Insights 0

    Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

    Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Caption for image (in addition to image filename)

    At the moment, you can create a weblink and add a caption to the link. However, when you add an image, the only way to edit the (associated) detail is to change the filename.
    Guest almost 2 years ago in Nintex Insights 2

    Include drill down of how many forms were submitted using Nintex Mobile

    Nintex Analytics provides information about the number of submission for each forms but it does not differentiate from where they were submitted: from browser or from Nintex Mobile.For reporting issue and to show value, we would like to have a det...
    Lucia over 3 years ago in Nintex Insights 1 Open for voting