My votes: Documents

Showing 116 of 2849

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.

Matthew McGrath over 2 years ago in Documents / UX/UI 0 Open for voting

1 VOTE

Nintex DocGen - Total Pages Field Tag

In Nintex DocGen, can the application dynamically calculate the total number of pages produced when the package is generated and set that value into a field tag available for templates?

Guest 7 months ago in Documents 0 Open for voting

1 VOTE

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...

Guest 7 months ago in Documents / Nintex DocGen 0 Open for voting

2 VOTE

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...

Lauren K about 1 year ago in Documents / UX/UI 0 Open for voting

8 VOTE

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest almost 5 years ago in Documents / Document Automation 2 Open for voting

11 VOTE

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest over 6 years ago in Documents / Lightning Experience 1 Open for voting

1 VOTE

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

1 VOTE

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

3 VOTE

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 almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

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

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