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Nintex Ideas

đź‘‹ Use this site to provide feedback and ideas for all Nintex Products. See our post on Nintex Community "Welcome to Nintex Ideas" for more details on Nintex Ideas, how an idea is handled by our product teams and more!


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Ideas

Ability to export data for NAC like the Workflow Tracking page

We would like to export the information on the Workflow Tracking but neither Insights or NAC allows us to do this.
CHAD MACKAY over 2 years ago in Nintex Insights 0 Open for voting

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
Guest over 9 years ago in Documents / DDP Management and Creation 0 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 10 months ago in Documents / Setup and Configuration 0 Open for voting

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.
Matthew McGrath about 3 years ago in Documents / UX/UI 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 10 months ago in Documents / Setup and Configuration 0

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 over 5 years ago in Documents / DDP Management and Creation 0 Open for voting

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest over 5 years ago in Documents / UX/UI 3 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 almost 5 years ago in Documents / Setup and Configuration 0 Open for voting

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...
Guest over 2 years ago in Documents / Setup and Configuration 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 5 years ago in Documents / Lightning Experience 0 Open for voting