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Nintex Ideas

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Showing 118 of 2885

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
Jayashankar Ganji 4 months ago in Documents / DocGen for Salesforce 0 Open for voting

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
Xuemei Ma over 2 years ago in Documents / Salesforce 1 1 Open for voting

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...
Guest over 6 years ago in Documents / Lightning Experience 5 Open for voting

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields
Brent Byhre over 1 year ago in Documents / Component Library 0 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 about 4 years ago in Documents / Lightning Experience 2 Open for voting

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...
Guest over 2 years ago in Documents / DDP Management and Creation 0 Under Review