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Nintex Ideas

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Showing 131 of 2849

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %
Brent Byhre about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Send Outbound Message Failure Email Notifications to One User

Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...
Chantelle Garcia about 1 year ago in Documents / Document Automation 0 Open for voting

Nintex Forms - Find data lookup fields; Share data connections

It would be great if New Responsive Forms could share Data Lookup sources the way NAC and Nintex O365 workflows do. This may be a big ask. Even showing data lookups in Nintex Analytics would be a huge help.
Laura Stein over 2 years ago in Nintex for Office 365 / Designer 1 Not Planned

Error - Cannot use Nintex Forms for content type : Event

I am trying to create a nintex form for the default calendar app in sharepoint since I need a form, nintex workflox, and the ability to connect to an outlook calendar. Problem is, the default calendar has columns that are used for an "event" which...
Guest about 1 year ago in Nintex for Office 365 / Designer 2 Not Planned

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
Guest over 2 years ago in Documents / UX/UI 0 Open for voting

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest about 4 years ago in Documents / Setup and Configuration 0 Under Review

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Item attachments linked to the attachment field they have been added to

This is possibly a O365 fix, but impacts NWC. Currently, if a O365 form has multiple attachment fields, there is not a way to determine in NWC which attachment was added to which field. This makes it impossible to use doc gen properly, and display...
Lucia almost 3 years ago in Nintex for Office 365 / Designer 1 Not Planned