Nintex DocGen and Nintex DocGen for Salesforce

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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 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

4 VOTE

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 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

2 VOTE

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.

Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

1 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 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

2 VOTE

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

6 VOTE

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 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

8 VOTE

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

49 VOTE

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...

Guest almost 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 12 Not Planned

8 VOTE

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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

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