Nintex Ideas

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DocGen for Salesforce

    The ability to add Graphs to word documents

    I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...
    Andy Emery about 3 years ago in Documents / Document Automation 0 Open for voting

    prevent unhandleable attachments from appearing in list of ad hoc files

    allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
    Guest over 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Support Attaching and merging Secure or Password Protected Documents

    Support Attaching and merging Secure or Password Protected Documents as they are currently not supported
    Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Ability to select Additional To and BCC in Lightning

    In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
    Guest over 7 years ago in Documents / Lightning Experience 1 Open for voting

    Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

    Option to turn off Gallery Prompt when creating a new DocGen Package
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Support Excel as Middleware Tags in side Snippet Groups / component Groups

    Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields
    Brent Byhre about 2 years ago in Documents / Component Library 0 Open for voting

    Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
    Guest over 5 years ago in Documents / Document Automation 2 Open for voting

    Support Knowledge RichText Field image resizing

    Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

    Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 1 Open for voting

    Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
    Guest over 7 years ago in Documents / DDP Management and Creation 0 Open for voting