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Showing 191 of 2849

Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 7 months ago in Documents / DocGen for Salesforce 0 Reported as bug

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 7 months ago in Documents / DocGen for Salesforce 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 over 9 years ago in Documents / Document Automation 1 Planned

Component Variant defaults on Containers

Since we don't have the benefit of css Classes to change the style characteristics of groups of elements, it would be nice to set the default variant of all components in a container(wrapper, responsive grid, deck) to a base variant. For instance,...
Greg Smith about 1 year ago in Nintex Apps 0

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting

DocGen Connector (Salesforce)

Connect to DocGen capabilities from Skuid/Nintex Apps. Allow for actions to generate documents based on the page and data in context!
Anna Tadros over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

REST Connection Builder

Bring REST Connection builder into Salesforce Currently, for REST connectors you have to define path to contents for every model on every page. It's difficult to create models that perform the full range of data capabilities (create, read, update,...
Anna Tadros over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
Guest about 7 years ago in Documents / Document Automation 1 Under Review

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting