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Nintex Ideas

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Showing 189 of 2976

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %
Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

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 over 1 year ago in Documents / Document Automation 0 Open for voting

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

We use the SKUID plugin in our CI/CD pipeline for page deployment, but it lacks support for automated deletion of SKUID pages, leading to manual deletions in production and potential issues.

Our CI/CD process currently utilizes the SKUID plugin to deploy new or modified SKUID pages. However, the inability to automate the deletion of SKUID pages requires manual intervention, increasing the risk of inconsistencies between environments. ...
Jose Vega over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 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

Nintex Automation Cloud Integration for Salesforce

Add NAC Connector and actions capabilities like "start Workflow" and "assign task" to Skuid SFX
Anna Tadros over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

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

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

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben about 3 years ago in Documents / Document Automation 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