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Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 10 months ago in Documents / DocGen for Salesforce 0 Open for voting

Change default "My Tasks" to be 90 days

No description provided
Guest over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) 1 Open for voting

Correct references when copying loops containing actions that use the loop's "Current Item" or "Index"

When copying a "Loop for Each" it would be great if the actions within the new loop automatically correct themselves to use the new loop. Currently every instance of "Current Item" and "Index" is broken until manually adjusted to point to the new ...
Daniel Wilberger over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Open for voting

add a link to the original submission form

This would make it easy to reference this data in task forms, rather than always building a new copy of the form.

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 over 2 years ago in Documents / Document Automation 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 about 3 years ago in Documents / Document Automation 1 Open for voting

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 9 years ago in Documents / Document Automation 1 Planned

Add a List View control in Form Designer - Nintex Workflow Cloud

I'm having a requirement that I need to show a "list" of items inside the Nintex Form and for each item I need to give additional upload button, download button and a "Yes/No" field. Currently, there is no solution for displaying a list from Share...
Guest almost 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 0 Open for voting

AssureSign final email notification Attachment Name

At present, the “Final.pdf” is used as name for the attachment in the final email notification sent by assuresign. However, this name differs from the one presented to users when they download the file via the “view envelope” in the final email no...
YI LIU over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

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