Nintex Ideas

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DocGen for Salesforce

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    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest about 4 years ago in Documents / Lightning Experience 0 Open for voting

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest over 1 year ago in Documents / Document Automation 0 Open for voting

    Batch Document Generation

    Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
    Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben almost 3 years ago in Documents / Document Automation 1 Open for voting

    Support indents, ordered lists in rich text fields when merging into Word

    Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
    Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting