Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

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Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
Guest about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1 Open for voting

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

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

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 4 Open for voting

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Planned

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 12 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Con...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned