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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 8 months ago in Documents / DocGen for Salesforce 0 Open for voting

Assign a Task - Hidden Controls (Values don't stay after actioned on hidden controls)

We came across an issue I noticed while building task forms. Scenario : We have a long text field dedicated to a "history" log in a SPO list we use for a specific process. This supports the end-user with seeing a log in real-time as the reques...
Brandi Woodson about 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Under Review

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...
Guest over 9 years ago in Documents / Document Automation 1 Planned

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

Task reminders not completely dynamic

During the configuration of an "Assign a task to multiple people" action, it is possible to specify a Reminder to be sent after a certain unit of time. The number of reminders can be specified dynamically using a variable. However, the unit of tim...
Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Open for voting

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
Guest about 7 years ago in Documents / Document Automation 1 Under Review

Setting a future publication date

I have a use case now, and have occasionally had them in the past, where it would be helpful if drafted changes to an existing workflow could be set to be automatically published to Production on a future date. I have one now that I have been aske...
David over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

Notify a workflow when a task has been manually reassigned via the 'My Nintex' dashboard

We have reports showing which people are assigned to pending tasks, so that other users can follow up with them if it's not getting actioned quick enough. When someone manually delegates their task to another, the report becomes incorrect and othe...
Unknown Unknown over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

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