Nintex Ideas

👋 Use this site to provide feedback and ideas for all Nintex Products. See our post on Nintex Community "Welcome to Nintex Ideas" for more details on Nintex Ideas, how an idea is handled by our product teams and more!


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    Showing 154 of 2849

    Integration and Delivery for BoxSign

    Integration and Delivery for BoxSign from Nintex DocGen for Salesforce
    Brent Byhre almost 2 years ago in Documents / 3rd Party Integration 0 Open for voting

    How to select Contact while sending the email for Person Account

    We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
    Guest almost 4 years ago in Documents / Document Automation 0 Open for voting

    Need ability to get attachment file names for an item without having to call a web service.

    I would like an easy way to get the attachment file names for a particular SharePoint item. Currently, the only way to do that is via a web service call. Since my organization requires that I change my password periodically, the only way to do thi...
    Richard Bluestein over 2 years ago in Nintex for SharePoint / Workflow Actions 0

    Edit Email Body in Lightning Component

    When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.
    Guest over 2 years ago in Documents / Lightning Experience 0 Open for voting

    Option for filtering the list of Contacts

    On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.
    Mohammad Razzak over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Can we allow custom label as well

    Currently we are not able to use custom label.
    Guest over 3 years ago in Documents / DDP Management and Creation 0

    Lightning email issue: "Recipient Not Found". Drawloop DocGen requires both contact/lead read ability for the Lightning Email Package to sea

    Email issue in Lightning: "Recipient Not Found".Drawloop DocGen requires both Contact/Lead for the Lightning Email Package to search. Users whose Salesforce license is ‘Salesforce Platform’ do not have access to Lead. it needs to default ‘Recipien...
    Guest over 3 years ago in Documents / Lightning Experience 1

    Please upgrade the use of static Ids on the formula fields

    Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.
    Guest over 3 years ago in Documents / DDP Management and Creation 0 Open for voting

    Allow for export of Lightning Dashboards -- currently Classic-only

    Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.
    Guest over 3 years ago in Documents / DDP Management and Creation 0

    Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

    There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...
    Kumar Krishnan over 3 years ago in Documents / Setup and Configuration 0 Open for voting