Nintex DocGen and Nintex DocGen for Salesforce

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Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

1 VOTE

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported

Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

1 VOTE

Lightning Clone Functionality to Clone Templates too

I'd like the ability to clone my package, and templates in the Lightning interface.

Matthew McGrath 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

2 VOTE

DocGen Forms for Lightning Components

It would be awesome if there was a way for the docgen forms to be available for lightning components. We currently are trying to use a lightning component with an Iframe to display the visualforce page. We stuggle to use forms because we need to b...

Guest 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

9 VOTE

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

3 VOTE

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...

Craig Hayashi 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

1 VOTE

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.

Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

25 VOTE

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 4 Open for voting

7 VOTE

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

1 VOTE

Integration and Delivery for DropBox Sign

Integration and Delivery for DropBox Sign for DocGen for Salesforce

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

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