Nintex Ideas

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    Showing 154 of 2849

    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

    Print to PDF, Save to SharePoint

    We have many forms (list items) that we need to print to PDF and save to SharePoint. We have over 30,000 of one particular form. If we could perform this action with a workflow, this would cut down on the manual process significantly. We usually h...
    VKitt over 2 years ago in Nintex for SharePoint / Workflow Actions 1

    Duplicate Permissions Across Botflows in RPA Central

    When deploying new/updated botflows in RPA Central, it would be helpful if there was a way to copy and paste permissions across botflows. This would aid user access management, and allow users to quickly deploy botflows to a specific group of end ...
    Nick Nepper over 2 years ago in Nintex RPA LE 1

    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

    Add shortcut to edit list row.

    When manually editing lists, it would be helpful to have a shortcut to edit the currently selected row. This would function similarly to the edit action shortcut, Ctrl+E.
    Nick Nepper over 2 years ago in Nintex RPA LE 0

    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

    PDF Action - Read or Extract Data in a PDF(Content of the PDF) Files

    We have come across that PDF integrations are mainly required in the business processes. However, We have used the existing Extract PDF activity in Nintex BOT to extract data from a PDF file, but it is not in a readable format once extracted. In a...
    Guest over 4 years ago in Nintex RPA LE 0 Under Review