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Showing 104 of 2849

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 9 years ago in Documents / Document Automation 1 Planned

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

Add Last Calendar Year and Academic year values under generic fields on Field Tagger

No description provided
Guest over 1 year ago in Documents / UX/UI 0 Open for voting

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest about 7 years ago in Documents / Lightning Experience 0 Not Planned

Support SMTP with MFA security

Support SMTP integration with MFA security for external services
Brent Byhre almost 2 years ago in Documents / 3rd Party Integration 1 Open for voting

Indent Format Issue in generated PDF

Whenever we are generating a pdf for text area field with some indent, it does not keep indent in generated pdf (indentation of line 2 and 3 in row 2 in attached files). Case Number: 00662683
Guest 11 months ago in Documents / UX/UI 0 Open for voting

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
Guest over 3 years ago in Documents / Document Automation 0 Open for voting

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

Support the NOT filter in Snippet Groups

Support the NOT filter in Snippet Groups - so the logic can be (" Is Blank " NOT 1 )or add an (IS NOT BLANK) list value
Brent Byhre almost 2 years ago in Documents / Component Library 0 Open for voting

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest almost 5 years ago in Documents / UX/UI 3 Open for voting