Ideas

Showing 170 of 2952

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji 5 months ago in Documents / DocGen for Salesforce 0 Open for voting

16 VOTE

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...

Guest over 6 years ago in Documents / Lightning Experience 5 Open for voting

3 VOTE

More options within a decision tree.

Right now if you answer YES you can either go the Next Activity or Go to a Process. It would be nice to have more flexibility here to type your own personalized information. Sometimes if they answer Yes, they do not need to continue or we could pr...

Kathy Bastian about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

8 VOTE

Process Map view of Business Process Architecture & E2E Processes with linkage

Have the ability to view a process map of the overall Business Process Architecture & E2E Processes with non-linear linkage

Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

12 VOTE

Fix roles when scrolling through a process

When looking at a large process the roles on the left side at the beginning of the process map are not visible any more when scrolling to the right towards the end of the process map. It would be great if this part of the map could be fixed when s...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Map 2 Open for voting

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest about 4 years ago in Documents / Lightning Experience 2 Open for voting

3 VOTE

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre over 1 year ago in Documents / Component Library 0 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest over 2 years ago in Documents / DDP Management and Creation 0 Under Review

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

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