Nintex Ideas

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Ideas

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

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

    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 over 1 year ago in Documents / Lightning Experience 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 almost 10 years ago in Documents / DDP Management and Creation 5 Open for voting

    Add Native Repeating Section Properties to Control Add, Copy, and Delete Actions Across Web and Mobile Forms

    We use Nintex Forms extensively on iPad devices through the Nintex Mobile app for contract creation and data capture. In our solution, repeating sections are used not only for manual user entry but also to dynamically display data retrieved from t...
    Guest 3 months ago in Nintex Mobile 0

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

    DocuSign Identify for DocuSign Authentication

    DocuSign has new additional AI Authentication from DocuSign Identify: https://www.docusign.com/blog/capabilities/identify These show up in DocuSign Templates as "DocuSign Knowledge-Based" Authentication rather than the previous "Knowledge-Based' D...
    Brent Byhre 8 months ago in Documents / 3rd Party Integration 0

    Add "Processes I'm In" to the mobile app

    Enhancing the Mobile App to allow uses to click "Processes I'm in" would improve their accessibility and user experience. Rather than having to trawl through the various process groups and or search for a process, they could simply click "Processe...
    Guest over 1 year ago in Nintex Mobile 0

    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 almost 2 years ago in Documents / DDP Management and Creation 0 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 9 years ago in Documents / Lightning Experience 4 Open for voting