Ideas

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

3 VOTE

Support TEXTJOIN function in Excel as Middleware

Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....? Formula using TEXTJOIN: =TEXTJOIN(“, “,TRUE,I17:I26) Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&...

Guest over 6 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Include drill down of how many forms were submitted using Nintex Mobile

Nintex Analytics provides information about the number of submission for each forms but it does not differentiate from where they were submitted: from browser or from Nintex Mobile.For reporting issue and to show value, we would like to have a det...

Lucia over 4 years ago in Nintex Insights 1 Open for voting

1 VOTE

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

1 VOTE

Add Location column to search scope

In Nintex Analytics, it would be great if Location was included in the inline search scope for workflows and instances, so we don't have to export and interrogate.

Unknown Unknown over 2 years ago in Nintex Insights 0 Open for voting

1 VOTE

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

2 VOTE

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...

Guest over 4 years ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Support Optional Document Tags in LEDD

Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.

Brent Byhre over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Notifications for Events Based on Conditions or Schedule

Since Insights offers a comprehensive view of workflow statistics, it would be useful to be able to configure notifications for events or send scheduled reports. For example: Any workflow exceeds N instances within X time frame (i.e. workflow inst...

Nick Shaffer over 2 years ago in Nintex Insights 0

2 VOTE

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 5 years ago in Documents / Document Automation 0 Open for voting

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