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 about 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

11 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 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 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

2 VOTE

Generated Document Tag Management

There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...

Guest 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

2 VOTE

Email to case routing addresses

Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.

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

6 VOTE

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

26 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 over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 4 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 11 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 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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