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Status Open for voting
Workspace Nintex DocGen and Nintex DocGen for Salesforce
Categories Lightning Experience
Created by Guest
Created on Sep 13, 2019

RELATED IDEAS

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 value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?
  • ADMIN RESPONSE
    Sep 8, 2022
    We are reopening this for voting to gather more information. Please share with us anything that will help us improve your experience. Thanks!
  • Attach files
  • Guest
    Reply
    |     May 3, 2023

    With the Custom button, we can limit the docgen packages based on the criteria we require in classic, In lightning it is not available. It would be great, if it is possible to limit docgen packages in Lightning based on criteria of record types of salesforce data.

  • Guest
    Reply
    |     Sep 8, 2022
    Voted. With a custom button we can conditionally filter docgen packages, but the new lightning component is a better UX. I would also like to see conditional filtering of packages in the lightning component.
  • Guest
    Reply
    |     Sep 8, 2022
    Trying to send emails using a custom button is a very poor experience. But widget needs to be updated to filter packages.
  • Guest
    Reply
    |     Sep 8, 2022
    Voted on this, would love to see this filter option too
  • Guest
    Reply
    |     Sep 8, 2022
    Definitely required feature on the lightning interface