Nintex DocGen and Nintex DocGen for Salesforce

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Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.

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

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 over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 5 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

Add Last Calendar Year and Academic year values under generic fields on Field Tagger

No description provided

Guest 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

6 VOTE

Support picklist translations

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

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

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

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

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