Nintex DocGen and Nintex DocGen for Salesforce

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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 over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

4 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 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

4 VOTE

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 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

4 VOTE

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

4 VOTE

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

3 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 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

3 VOTE

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...

Guest 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 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 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

3 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 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

3 VOTE

Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...

Andy Emery 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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