Nintex Ideas

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    Showing 133 of 2849

    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 almost 9 years ago in Documents / DDP Management and Creation 12 Not Planned

    Allow for more than one filter/condition on cascading drop down lookup fields

    Here is a good video showing the cascading lookup drop down field using New Responsive Design forms. It's connecting to a Sharepoint list as the data source. However, this version of forms only allows for one condition. As the attached screenshot ...
    Brad Brooks almost 2 years ago in Nintex for Office 365 / Designer 2 Not Planned

    Add Secure PDF Generation Options to Prevent Editing Generated Doc

    Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
    Guest over 3 years ago in Documents / Document Automation 0 Open for voting

    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

    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

    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

    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

    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

    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

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest about 1 year ago in Documents / Lightning Experience 0 Open for voting