Nintex Ideas

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DocGen for Salesforce

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 10 months ago in Documents / DocGen for Salesforce 0

    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 about 10 years ago in Documents / Document Automation 1 Planned

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 11 months ago in Documents / DocGen for Salesforce 0

    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 over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Column Replication

    There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Automated Instance Logs additional Detail

    Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records
    Brent Byhre 11 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre almost 3 years ago in Documents / Setup and Configuration 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 4 years ago in Documents / Document Automation 1 Open for voting

    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 8 years ago in Documents / Lightning Experience 0 Not Planned

    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 almost 3 years ago in Documents / Document Automation 0 Open for voting