Nintex DocGen and Nintex DocGen for Salesforce

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

3 VOTE

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Under Review

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

2 VOTE

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

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 about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

1 VOTE

Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

Job Status Page is not accessible for DocGen Admins

Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce 0

1 VOTE

Currently, Nintex DocGen does not support including attachments on email templates in Lightning.

No description provided

Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce 0

1 VOTE

DocGen too should have development and production mode

While building a new module that requires DocGen integration, the testing phase consumes live DocGen counts. Just like Forms or Workflow, ideally DocGen too should have Development mode. That way admins wont consume limited DocGen quota during tes...

Shadab about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce 0

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