Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

Showing 80 of 2444

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Build API into Drawloop that can be called by using apex only

It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Under Review

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Allow Opportunity Contact Role to serve as starting object

Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Port the package migration wizard to Lightning

We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Planned

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting