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Nintex DocGen and Nintex DocGen for Salesforce

Showing 58

Support the NOT filter in Snippet Groups

Support the NOT filter in Snippet Groups - so the logic can be (" Is Blank " NOT 1 )or add an (IS NOT BLANK) list value
Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Component Library 0 Open for voting

Combine Files into one via a collection

It would be nice to be able to have all files in the collection combined in the order they are in the collection into one file. Right now we have to figure out how many files were uploaded and then configure document generation actions for each nu...
Unknown Unknown 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
Brent Byhre 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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

search for org wide email addresses

We need the option to manually add a from email address in emails when generating document and sending an email.
Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

find if a field is tagged in Drawloop files

We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.
Guest 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
Guest 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...
Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting