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Showing 155 of 2849

Add an Original Test Download option with Keep word formulas to the DDP Test component

Add an Original Test Download option with Keep word formulas to the DDP Test component
Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

ReadOnly -- Form and Group

Setting the entire form, or group to READONLY. Currently, I have 2 options: [1] set each field readonly -- field by field -- in the Rules section. To be fair, I can include upto 15 fields, and then copy the rule to cover the rest of the 100+ fiel...
Guest almost 4 years ago in Nintex for Office 365 / Designer 1

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.
Matthew McGrath over 2 years ago in Documents / UX/UI 0 Open for voting

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
Lauren K about 1 year ago in Documents / UX/UI 0 Open for voting

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
Guest almost 5 years ago in Documents / Document Automation 2 Open for voting

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
Guest over 6 years ago in Documents / Lightning Experience 1 Open for voting

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Reported as bug

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting