Ideas

Showing 221 of 2994

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest over 6 years ago in Documents / Lightning Experience 0 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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Highlight item to be edited (when hovering over pencil or delete)

This occurred to a staff member editing a processing today. As the Edit button / Bin icon is positioned to the far right on screen, it was difficult to determine what was being edited. In this situation, staff member wanted to delete some images a...

Troy Sallaway about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

3 VOTE

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

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 almost 4 years ago in Documents / Setup and Configuration 0 Open for voting

8 VOTE

Add the Option to Create a Note Associated with a LSS Tag

I would like to be able to add a corresponding note with a LSS tag (#Automation, #Waste) in order to describe/ explain why I am adding this tag. For the purposes of #Automation, I would be able to specify how I would approach automation.

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 3 Open for voting

6 VOTE

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

4 VOTE

When you 'Add process link', from the Edit view, it should open in full mode not minimode.

When drafting or editing a process, if you 'Add process link', from the Edit view, it currently opens in minimode. If you check in the procedure view, it opens correctly in full mode. It would be a better user experience if it opened in full mode ...

Kirsty about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

1 VOTE

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 7 months ago in Documents / Nintex DocGen 0 Open for voting

6 VOTE

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

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