Nintex DocGen and Nintex DocGen for Salesforce

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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

2 VOTE

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 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Component Library 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 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

6 VOTE

Support picklist translations

Please allow foreign language users to export picklist values in their language

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 1

16 VOTE

Lightning Component: Packages are conditionally available

Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...

Guest almost 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 5 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 about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

1 VOTE

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...

Rakesh Amradi 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

1 VOTE

Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.

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

2 VOTE

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

2 VOTE

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

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