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Nintex DocGen and Nintex DocGen for Salesforce

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Support File Storage Value Type for Adobe Sign Delivery Option

Currently, the Adobe Sign delivery option supports the "attachment" storage type. Would like to have this support the "files" storage type
Natsumi Shiraiwa over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Not Planned

Dynamically controlling the Field codes conversion to text

In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field...
Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
Craig Hayashi about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

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

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 about 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
Guest almost 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Ou...
Guest almost 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 2 Open for voting

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