Nintex Ideas

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    Add a Note in LEDD about "Relationships from other objects"

    The Relationship from other objects section on standard objects automatically populate relationships that do not work and it is very confusing. Please make a note about these relationships in the Interface as these require Button parameters to wor...
    Brent Byhre about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Add Date Format, MM-YYYY, as an option in Field Tagger

    In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.
    Guest about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Update the Percent Field Tagger to not have a space between number and percent symbol

    Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %
    Brent Byhre about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Send Outbound Message Failure Email Notifications to One User

    Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...
    Chantelle Garcia about 1 year ago in Documents / Document Automation 0 Open for voting

    search for org wide email addresses

    We need the option to manually add a from email address in emails when generating document and sending an email.
    Guest over 2 years ago in Documents 1 Open for voting

    find if a field is tagged in Drawloop files

    We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.
    Guest over 2 years ago in Documents 0 Open for voting

    Version history for uploaded documents

    After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
    Guest over 2 years ago in Documents / UX/UI 0 Open for voting

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 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 about 4 years ago in Documents / Setup and Configuration 0 Under Review

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting