Ideas

Showing 170 of 2952

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

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

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 almost 4 years ago in Documents / DDP Management and Creation 0

1 VOTE

Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...

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

1 VOTE

Build API into Drawloop that can be called by using apex only

It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...

Guest about 4 years ago in Documents / Document Automation 1 Open for voting

1 VOTE

Allow Opportunity Contact Role to serve as starting object

Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

Guest about 4 years ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Identify names of people associated to a role, when hovering over a role within a process

It would be great to be able to see peoples names when hovering over a role within a process for quick access on knowing who to contact for a certain task without having to hop out and look at the org chart.

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

1 VOTE

Cost Summary Tab on Process Group Maps

Provide a cost tab on the Group Process Map that displays a sum total of all the calculate sub processes total and allow for export to Excel. There currently is no "Cost" tab available on the Process Group level. Our company provides process eff...

Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

1 VOTE

Make swimlanes systems-agnostic

Currently, swimlanes are auto-created every time a new combination of role/responsibility or system is entered into the "assign role" section of an activity. This creates multiple swimlanes if the same role uses different systems within a process,...

Christoph about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

1 VOTE

Allow access to export from Promapp maps with Timing on them

It would be great to have a report that can be run from Promapp that allows us to see what maps have timings next to them and which do not. This would allow us to use Promapp as a workload management tool

Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

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