Nintex DocGen and Nintex DocGen for Salesforce

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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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 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 almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

3 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 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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 about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 5 Open for voting

1 VOTE

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

Support SMTP with MFA security

Support SMTP integration with MFA security for external services

Brent Byhre 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

1 VOTE

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.

Brent Byhre 4 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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

1 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 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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