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Status Open for voting
Workspace Nintex DocGen and Nintex DocGen for Salesforce
Categories Document Automation
Created by Guest
Created on Feb 9, 2021

RELATED IDEAS

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.
  • ADMIN RESPONSE
    Mar 31, 2023

    We are reopening this for voting to gather more information about this. If you've voted for this, can you share a little more about how you would use this? If not, please share with other users you think would like to vote for this feature.



    Thanks!

  • Attach files
  • Guest
    Reply
    |     Sep 8, 2022
    The problem mostly is that Documents can only be accessed via Salesforce Classic. With users not using classic anymore it makes the process more difficult to manage. Also trying to use the app in the Salesforce Community does not work properly since they do not have access to documents as an external user.
  • Guest
    Reply
    |     Sep 8, 2022
    For Franchise Onboarding, our Merchants need to be able to upload a menu via the Nintex form and on submission of the form, it should get attached to the ā€œFilesā€ related list in Salesforce. Since Salesforce is deprecating the ā€œNotes and Attachmentsā€ section, we cannot attach the uploaded file to the ā€˜ Attachmentā€™ object in Salesforce. As DoorDash uses Salesforce, it is important that architecturally, Salesforce ā€œfilesā€ are supported by Nintex.