Ideas

Showing 220 of 2996

DocGen failures due to unsupported PDF

Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.

Kristen Brown 12 months ago in Documents / Document Automation 0 Open for voting

16 VOTE

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.

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

7 VOTE

Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...

Guest about 1 year ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

Brent Byhre about 2 months ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Pass SFDC flow variables to DocGen Form Fields

Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...

Haley Walsh 7 months ago in Documents / Lightning Experience 0 Open for voting

1 VOTE

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...

Robert E about 2 months ago in Documents / Setup and Configuration 0

17 VOTE

Workflow Redirect Reports

We frequently have users redirect/delegate tasks to other users, as well as items that are worked through OOF (Out of Office Forwarding). Is there a way for me to extract or report on that information? For example, we have specific approvals that ...

Danny Knudsen over 2 years ago in K2 Cloud / Management 2

21 VOTE

Edit variables of in-progress workflows

We would like to see a way for an admin to edit the variables of workflows that are in-progress. We have some long-running workflows that occasionally need a variable adjustment. It is very inconvenient for the users to have to start the workflow ...

Danny Knudsen over 3 years ago in K2 Cloud / Workflow 1

12 VOTE

System Variable to fetch the URL of the Active SmartForm

There are situations when same K2 site is hosted on internal and external platforms into production. But, to identify the current URL at runtime is not possible as of now. Using JavaScript has been an option but it doesn't assign the value to a da...

Guest almost 2 years ago in K2 Cloud 0

49 VOTE

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 about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

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