Nintex Ideas

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    Showing 194 of 2996

    Localize Default Instruction Text for Date JotBlock

    When using the Date JotBlock in Nintex AssureSign, the default instruction text ("Enter some brief instructions for the signer") remains in English, even when the template language is set to French (or other supported languages). Why this matters:...
    Boris THOMAS 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    Add Native Checkbox JotBlock for Template Creators

    When building templates in Nintex AssureSign, there’s currently no native Checkbox JotBlock option. While support suggests using a Radio Button with one option or a Multi-Select with a single value as workarounds, these aren’t intuitive and add un...
    Boris THOMAS 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    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

    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

    Support for AssureSign Child Accounts in Salesforce DocGen Integration

    In our organization, we use AssureSign child accounts to represent our different business entities under a single parent account. Each child account is used by a distinct Salesforce org. Current limitation: The Nintex DocGen integration in Salesfo...
    Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    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

    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

    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

    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

    Save signature for reuse

    Save signature for subsequent envelope signature. the business process results in hundreds of envelopes directed to executive for signature monthly, each requires creating and saving signature (time and clicks). Making signature saved to a profile...
    Renee Gonzalez’ Fong almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0