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Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

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When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical busines...
Guest about 6 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

prevent unhandleable attachments from appearing in list of ad hoc files

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
Craig Hayashi almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

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 about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

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 for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...
Andy Emery 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 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 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Salesforce 1 0 Open for voting