Nintex DocGen and Nintex DocGen for Salesforce

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Currently functionality is limited to the objects related history per name, id, createdby, etc, but does not include the oldValue and newValue to show the actual updates.

With the oldValue and newValue available it will be able to use the package manager and field tagger to assign those fields to a template.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

1 VOTE

Can we allow custom label as well

Currently we are not able to use custom label.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0

1 VOTE

Lightning email issue: "Recipient Not Found". Drawloop DocGen requires both contact/lead read ability for the Lightning Email Package to sea

Email issue in Lightning: "Recipient Not Found".Drawloop DocGen requires both Contact/Lead for the Lightning Email Package to search. Users whose Salesforce license is ‘Salesforce Platform’ do not have access to Lead. it needs to default ‘Recipien...

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1

1 VOTE

Please upgrade the use of static Ids on the formula fields

Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

2 VOTE

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

1 VOTE

Allow for export of Lightning Dashboards -- currently Classic-only

Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0

1 VOTE

Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...

Kumar Krishnan about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

1 VOTE

Build API into Drawloop that can be called by using apex only

It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...

Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

1 VOTE

Allow Opportunity Contact Role to serve as starting object

Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

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