Ideas

Showing 393 of 2850

Lightning email issue: "Recipient Not Found". Drawloop DocGen requires both contact/lead read ability for the Lightning Email Package to sea

Email issue in Lightning: "Recipient Not Found".Drawloop DocGen requires both Contact/Lead for the Lightning Email Package to search. Users whose Salesforce license is ‘Salesforce Platform’ do not have access to Lead. it needs to default ‘Recipien...

Guest over 3 years ago in Documents / Lightning Experience 1

1 VOTE

Add developer comments to a Workflow in the Designer

It would be nice to be able to add comments to a workflow. So as I'm looking through it, I can be alerted to reasons we made a decision to do something a certain way. I have been using Log to Instance details to make comments, but that just feels ...

Michele Dudzic over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 3 Already Exists

1 VOTE

Petty cash summaries

Need transparency on historic petty cash claims. I.e. no way to check where a particular person's travel reimbursements were paid up until in last claim without going to emails. It would also be good to be able to see if where claims are sitting i...

Guest over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0

1 VOTE

Allow Legacy form fields in Generate Document action.

Allow Document Generation on Microsoft Word 'Legacy' form fields. Currenlty it seems NWC will only map completing tags on the standard form fields, not 'Legacy' form fields. It's a shame as Legacy form fields are more powerful and we can embed cal...

Guest over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Not Planned

1 VOTE

Please upgrade the use of static Ids on the formula fields

Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.

Guest over 3 years ago in Documents / DDP Management and Creation 0 Open for voting

2 VOTE

Box new file option - start workflow for all files in subfolders

Ability to have a Box New File start option that triggers on all files added to it and its subfolders. Often I want a single workflow to run on all files that are added, but I want the option to have those files in subfolders.

Guest about 7 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Not Planned

1 VOTE

Work With SharePoint Content Types

with the idea of moving workflows out of M365 into NWC we need to have the ability to work with SharePoint Content Types. We need to set them and update them via a workflow.

Ben Stori over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Planned

1 VOTE

Allow for export of Lightning Dashboards -- currently Classic-only

Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.

Guest over 3 years ago in Documents / DDP Management and Creation 0

1 VOTE

Retrieve all comments for multiple users

Using the 'Assign a task to multiple users' action with a complete condition of All must respond, it would be really useful to be able to collect and use the comments of all the users, in one variable. The returned object does currently include th...

Russ Hancock over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Already Exists

1 VOTE

Be able to save a Workflow as a Template

using the Center of excellence model, we would like to be able to provide users Templates to use that we build and test and then save to be used by user in the future but also export or share to other tenants within our license environment

Guest over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Not Planned

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