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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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
Brent Byhre about 2 years ago in Documents / Setup and Configuration 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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

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 over 2 years ago in Documents / Document Automation 0 Open for voting

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

Support TEXTJOIN function in Excel as Middleware

Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....? Formula using TEXTJOIN: =TEXTJOIN(“, “,TRUE,I17:I26) Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&...
Guest almost 6 years ago in Documents / Setup and Configuration 0 Open for voting

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 over 1 year ago in Documents / UX/UI 0 Open for voting

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting