Ideas

Showing 155 of 2849

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond 10 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 5 months ago in Documents / Lightning Experience 1 Reported as bug

1 VOTE

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

2 VOTE

Holiday/weekend options added to the Central scheduler

Additional options are needed in the scheduler such as Holidays (run, don't run, etc.) as well as weekends. This will help eliminates additional lines in the RPA script and provide more flexibility.

Jamie 6 months ago in Nintex RPA (formerly Nintex Kryon RPA) / Admin 0

2 VOTE

File Watcher to trigger RPA scripts for processes that have variable times

Sometimes a scheduler is not the way you want to go. A "File Watcher" similar to have Control-M does its File Watcher. A watcher pointed to a Directory and intelligence about the file is it looking for(ex. dailyfinancedebt[*today].txt) to trigger ...

Jamie 6 months ago in Nintex RPA (formerly Nintex Kryon RPA) / Other 0

2 VOTE

Dynatrace integration for monitoring with Nintex RPA to to show anything like failed jobs or status dashboards.

Most companies have a monitoring tool that is used across the company. Integration with Dynatrace would allow this to be monitored along with the other apps being monitored under one pane of glass.

Jamie 6 months ago in Nintex RPA (formerly Nintex Kryon RPA) / Other 0

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

8 VOTE

Console Plus - Re-run trigger on command

It would be a great option to be able to go to a trigger in Console+ and be able to click the ... and select re-run instead of having to go to Tasks > New Task and having to set it up that way.

Guest about 2 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Console+ 1 Open for voting

9 VOTE

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...

Guest over 2 years ago in Documents / 3rd Party Integration 1 Open for voting

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