Nintex Ideas

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    Showing 134 of 2849

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest about 4 years ago in Documents / Lightning Experience 0 Open for voting

    Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
    Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest over 1 year ago in Documents / Document Automation 0 Open for voting

    Batch Document Generation

    Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
    Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

    Name of connector and not just type of connector for NAC and O365.

    We are missing the connector level details that the action belongs to in Analytics. When searching for actions to check for activity, we have to open actions that have the same name across multiple connectors. Please have the NCC team add the "Nam...
    Michael Floyd over 1 year ago in Nintex Insights 0

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben almost 3 years ago in Documents / Document Automation 1 Open for voting

    Option to add the tenant ID to the web view in Nintex Analytics

    Since we use 2 tenants, it would be better to have "Tenant ID" column in Nintex Analytics so that we can identify which tenant that the Forms/Workflows belongs to.
    Yukiko Yasuda over 3 years ago in Nintex Insights 6 Open for voting

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest over 9 years ago in Documents / Document Automation 1 Planned