Nintex Ideas

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DocGen for Salesforce

    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 almost 2 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 over 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 almost 2 years ago in Documents / Component Library 0 Open for voting

    Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...
    Guest about 10 years ago in Documents / Document Automation 1 Planned

    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 8 months ago in Documents / Setup and Configuration 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 8 months ago in Documents / Setup and Configuration 0

    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

    Allow functionality when clickjack protection is enabled

    As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...
    Guest about 4 years ago in Documents / Lightning Experience 0

    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