Nintex DocGen and Nintex DocGen for Salesforce

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Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

5 VOTE

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

5 VOTE

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

2 VOTE

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

3 VOTE

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

1 VOTE

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.

Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

8 VOTE

When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical busines...

Guest over 6 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

1 VOTE

Edit Email Body in Lightning Component

When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.

Guest 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

1 VOTE

Option for filtering the list of Contacts

On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.

Mohammad Razzak about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

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

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