Nintex Ideas

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    Showing 161 of 3001

    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 2 months ago in Documents / Setup and Configuration 0

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

    Add Secure PDF Generation Options to Prevent Editing Generated Doc

    Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
    Guest over 3 years ago in Documents / Document Automation 0 Open for voting

    Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
    Guest over 9 years ago in Documents / DDP Management and Creation 5 Open for voting

    Console Plus - Re-run trigger on command

    It would be a great option to be able to go to a trigger in Console+ and be able to click the ... and select re-run instead of having to go to Tasks > New Task and having to set it up that way.
    Guest over 2 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Console+ 1 Open for voting

    Allow more than 5 conditions in relationship filters

    I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
    John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Support nintex eSign delivery option in the nintex Preview DocGen Component

    Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
    Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

    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 4 months ago in Documents / DocGen for Salesforce 0

    Ability to choose SMS authentication method for DocuSign envelopes

    My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
    Guest almost 3 years ago in Documents / 3rd Party Integration 1 Open for voting

    Support Account Contact Relationship Salesforce Object

    Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
    Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting