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Nintex Ideas

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Ideas

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

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
Guest 10 months ago in Documents / DocGen for Salesforce 0

improvements for bounced emails

Ability to modify the bounced email notification like we are able to with other email templates Availability of a webhook when there is a bounced email

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 almost 5 years ago in Documents / Lightning Experience 0 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 about 10 years ago in Documents / Document Automation 1 Planned

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.
Matthew McGrath 10 months ago in Documents / DocGen for Salesforce 0

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

Allow all jotblock types to be resized by exact measurements

Allowing jotblocks to be resized by exact measurements (ex: "50 pixels x 100 pixels," "0.5 inches x 2 inches," etc.) would be incredibly helpful in providing a cleaner & more professional-looking customer experience by having data presented in...
Guest over 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

Allow jotblocks to be moved using directional keys

We often run into issues with getting jotblocks to line up with the spaces made for them on documents, so it ends up looking unprofessional with the populated information being off-centered and not having a uniform appearance. By allowing jotblock...
Guest over 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0